XERO Bookkeeping Management
Wealth Axis have extensive experience when it comes to classifying and reporting transactions within your financial planning practice, having had hands on experience we understand what the numbers are and how they fit.
The broad view of bookkeeping for most financial planning practices is tracking income, expenses and to track commission and/or fee for service payments from various platforms and match it to the relevant clients. Unfortunately this process for many is very labour intensive and costly to the business.
Cloud based computing is where technology is headed, accessed safely and securely anywhere and anytime. You can customise Xero to produce customised reports for internal and external use.