Step 2 – Implementation Checklist

 

We will send you a link to our comprehensive implementation preparation checklist. 

The checklist will ask you a series of questions designed to record all of the important information relating to your personal finances.

 

Working your way through the checklist will ensure a smooth set up.

 

Step 3 – Setting Up Bank and Credit Card Data Feeds

 

Bank and credit card feeds let you automatically import statement lines into Xero Cashbook. This feature is at the heart of automating the collection of financial information. 

 

Step 4 – Streamline Financial Solutions Implementation

 

Based on the information you have provided via the checklist in Step 2, SFS will set up the accounting structure needed to build your tax and financial reports.

 

Step 5 – Review the Reports and Show You How to Use the Software

 

Together, we will review the reports to ensure SFS has set up your financial structure correctly and make any necessary adjustments. We'll run through the basics of the software and what you need to maintain your finances.

 

Step 6 – Ongoing Support and Reports

 

Subscribers will receive ongoing bookkeeping oversight and SFS enhanced reports via email.