Start. Succeed. Thrive.
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Small Business grows into big business if they are advised on quality data - and it's important to protect that business from the get go so they stay a client and grow with their advisors.
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XBert today, thanks to our enormous business, bookkeeping and accounting community, is the solution and the enabler of success for both Business, and bookkeeping and accounting firms.
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Below is a reminder of why ensuring you have all of your clients connected to smart tech can benefit and protect both businesses, no matter how small, and the practices who help them on their journey.
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Why keeping your client's file connected is important for your practice.

• Unicorn client - Right now your smallest client needs more protection and advice so it can become your biggest client. An XBert alert, even if it's small and maybe once a month could protect your smallest clients or help them make a game-changing decision. Keep them connected.
  
• Justify additional clean-up fees - If your client is managing some of their data entry XBert can help you report on additional cleanup, that is usually absorbed in fees because it has been typically hard to report on. You can share the data quality report with your client.
• Increase your services - If your client isn't doing such a good job, at what they think is saving them money, allows you to identity opportunities to extend your services.
  
• Raise your fees earlier - File connection means we keep you posted on client activity growth - more work means time for fee increase. Justify with XBert Activity reports that you have spent more time than agreed on your clients file.
  
• Month end early marks - Review and rework is done during the month. Keeping all your client files connected means less time finding and fixing errors, more focus on the core mission of your business.
• Reputation Intact - Even in the smallest file catching that big staff mistake, or lots of little ones made by your junior or outsourced staff - could impact your reputation. You want your clients to recommended you as a rockstar because you find or advise on data that others don't.
  
• Auditor comes knocking - It's all good - your practice has evidence, for example that you did request bill attachments from your clients when they were missing, because you auto-assign that type of XBert and many others directly to your client.
  
• Enhanced Advisory - Healthy Data Quality across all your files means you can have confident sessions with all your clients. And it's absolutely essential for organisations intending to use your clients data as a data source for other systems to advise.
  
• Be Recommended - If you're a bookkeeper and every file you pass onto your clients accountant means less review than its obvious you'll need to prepare for your own growth.
  
• Don't hide the fact you use XBert - And don't let a client sign up their own file before you do.
  

Why it's important for your client?

• Risk and Financial protection - Errors, and fraudulent activity can occur at anytime. It is important that the client data is corrected as soon as possible as businesses owners make important decisions every day. Up to date accurate data is a must.
• Know before it's too late - Businesses rely on other businesses for goods and services, and it's important for them to know when a supplier is charging GST/VAT when they shouldn't, or an urgent bill lands in their email from an existing supplier that is actually fraudulent. The last thing a client wants to know is that XBert could have detected it before it was paid, or before they are forced to make an unwanted decision.
  
• Business Insurance - Sharing business alerts with clients will instantly prove it is insurance worth paying for and that XBert pays for itself ten-fold by detecting and alerting businesses to any issues everyday before they pay for a fraudulent bill or make that not so smart decision. It may not find something everyday but one alert on duplicate payment, or incorrect GST/VAT payment may more than cover the yearly cost of XBert AI.