Start. Succeed. Thrive.
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.
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.
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.
Why keeping your client's file connected is important for your practice.
Why it's important for your client?
Introduce XBert to your client with the information below and justify the XBert connection cost into your fees.
It's a tiny cost for the peace of mind that AI data quality tech provides on every transaction, and data entry - everyday.
A resource to introduce XBert to clients
Hi (Valued client name)
We are always reviewing the technology that we use in our practice to ensure that we can support our clients with the highest levels of data quality and accuracy and find ongoing efficiencies so we can deliver more value to you.
A standout application that supports this, and that we have introduced into our tech stack is XBert.
In real time, XBert monitors the quality of the information in your Cloud Accounting data and flags to us any potential anomalies or points of concern. Leveraging off AI technology, it does this in a much deeper and more granular way that we can ever do as humans, and allows us to identify and remedy any issues as they occur, rather than at a later point in our work and review cycle. We want to ensure that whenever you make business decisions you are doing so with accurate financial data.
By detecting potential errors, anomalies and fraudulent activity, which can be costly to your business, they can be addressed and remedied in a more timely way that allows us to move our focus from routine data entry and maintenance, to advising and supporting you around the success of your business.
XBert ensures we are working with error-free and accurate data to provide the right advice on time without the unwanted delays from having to check and correct inaccuracies or missing information.
Here is a link to a brief overview of XBert. We would aim to use the client console features to collaborate with you when either of us needs to respond to each other's requests.
*****if your client is managing the books themselves****
XBert risk checks and alerts will also be found here as the product checks your files daily. They appear as simple tasks with deep links into your accounting file or have auto-resolve buttons to easily fix. You can assign any queries to back to our team if you have any questions, or need further support.
*****Pricing information-decide if you are going to add to service fees or absorb because of the time you are going to save. We encourage you pass the client plan cost on as a 'business insurance' to your clients****
XBert has proven to us that the value in risk protection and efficiency far outweighs the cost. The charge for the daily auditing of your file which the system calculated based on monthly transactional activity in your accounting file.
Based on the last 3 months rolling average, XBert has calculated your Audit plan to be ***$XX** per month/pa***.
This plan includes reports, insights and includes collaboration tools that allow us to work seamlessly with you and your business.
Some Examples of the value that XBert can bring to your business:
XBert checks GST treatment on every transaction, and compares to source documents and the Government Business Register. It will identify if GST/VAT is being incorrectly charged by your suppliers, and ensures that you are not claiming or paying more GST that you need to.
For another client XBert identified that a new employee had been added with an incorrect Superannuation %. We were able to review and remedy this prior to superannuation lodgements being made, which would have resulted in an underpayment of superannuation. If had not been resolved, it is estimated that the cost to the client would have been at a minimum $3-$5k.
More information can be found at www.XBert.io
If you have any questions let me know.
****We will be adding the XBert plan fee to your billing from....***
We will send you an invite to your XBert client console ***in the coming days***.
***signature***
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