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20 minutes with our finance team. No obligations. Just a clear picture of what good looks like for your organisation.
This isn't a sales call. It's a working session where we look at your current Xero setup and tell you exactly what we'd change - whether you work with us or not.
What's taking too long? What breaks at audit time? Where are you losing confidence in the numbers? We start with your reality, not our checklist.
Based on what you've told us, we'll focus on the one or two areas that matter most - whether that's how your accounts are structured, how data flows between systems, or where manual workarounds are slowing you down.
Two or three specific recommendations: what to fix first, what the fix involves, and what "good" looks like for an organisation your size and type. Yours to keep whether you engage us or not.
Pick a time that works. We'll send a confirmation with a short prep checklist so we can make the most of the 20 minutes.
No payment details. No commitment. You'll be talking to a Xero Certified finance professional who exclusively works with nonprofits.
Measurable time savings from day one — no guesswork, no fluff.
See where your Xero set up stands first. 16 questions across 4 pillars. Takes about 3 minutes. See exactly where your gaps are - and what to fix first.