Experience Wealth recommends Xero accounting software
Steve Crawford, Owner and Senior Wealth Advisor at Experience Wealth, uses Xero accounting software to help clients manage their money.
"One hundred percent of our clients use the Xero system because we know it helps them achieve their goals and see where their money goes," says Steve.
For Steve and Experience Wealth, it's obvious that cloud accounting software is the way of the future.
"The cloud helps us manage our advisor clients really simply because everything that we see, the client sees. No longer do we have to wait for the clients to send the data through to us," he says.