Summary of this unique service

Our qualified team members offer blocks of time, dedicated just to you, to assist you in understanding and implementing various aspects of Xero, bookkeeping, and financial reporting. The answers we provided are tailored to your business and not a generic response. Below is a list of topics we can cover in our 1:1 sessions.

Who would benefit from this service

1. Business owners using Xero as their accounting software.

2. Businesses who manage their bookkeeping internally.

3. Have a Accountants that doesn’t offer Xero Support or assistances with bookkeeping and reporting questions

4. Those who do not require tax advice to accompany their answers.

5. People who are eager to learn and implement their knowledge.

The service is not designed for us to do the work for you but to educate you on how to complete the tasks or fix the issues.

How we delivery this service

We are offering this service by providing you with blocks of time (1-3 hour blocks) with one of our highly qualified staff. The method in which it can be delivery depends on the question and your learning style. We can answer the questions via:

• Pre-booked Zoom calls where you can share your computer screen and discuss the question live and fix or educate on the spot. This is our prefer method as it is the most efficient delivery for all parties. (Doesn’t require access to your xero file as long as you share your screen in the zoom call (option to invite us and we share our screen)).

• Send an email and we work through the question via emails back and forwards until your question is answered (Requires access to your xero file)

You might ask the question…. how is this different to Xero Support we can access for free? Well the answer is simply, the information we give is customised to your situation and we go further then just providing Xero support, we educate in the process.

Wondering about Confidentiality and Security? We prioritise the security and confidentiality of your financial data. We employ robust security measures to safeguard your information and comply with industry best practices.

Your commitment to us

In order for us to provide you with the best answers, we ask you provide your questions to include all the facts and issues you are facing. Clear communication and ability to follow instructions will ensure you get the most out of this service.

Your Investment

This service is offered by buying blocks of time with the Codification team. We have minimum block of 1 hour and up to 3 hours in one purchase. You can split your time however you need. Eg. buy 3 hours but use 30 minutes one week and, 1 hour in the next month then 1.5 hours a few months later. The more time purchased the more cost effect this service is.

There is no locked in contracts, just buy the blocks of time as you need them. You can hold the unused time for 12 months.

We hope to do such a great job in teaching and informing you that you won’t need the service for a long period of time.

Just a reminder, the service is not designed for us to do the work for you but to educate you on how to complete the tasks or fix the issues. There are limits to advanced accounting questions you can ask but we would be happy to discuss other services if you reach a higher level of understanding and services need to expand.