Kirsty Roberts
Client Services Director
Accountant · Drayton Lane, Drayton House, Chichester, England
Specialist
Specialist
Partner status
Experience
Certification
Certification
The James Todd & Co team are all trained and accredited in Xero. We know how to maximise its potential, ensuring our clients have the real-time information they need to grow their business. The James Todd & Co team stay up to date with the monthly Xero new releases. So, our clients trust us to pass on any new features that will simplify their financials and save them time. When switching a client to Xero we ensure minimal disruption and get them using the Xero software quickly and easily. A dedicated member of the James Todd & Co team trains clients to use Xero - and handles their specific third-party software integration needs. Our bookkeeping clients receive 2 hours free training. Management accounts and Year End accounts clients receive 2 hours free training. All training includes telephone support.
James Todd & Co Ltd advisors: 34 - Xero certifications: 19
To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.
Client Services Director
Director
Accounts Junior
Clients of James Todd & Co Ltd connect to a range of banks via Xero. James Todd & Co Ltd specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.
James Todd & Co Ltd works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.
James Todd & Co Ltd serves clients who use 10 different apps that connect and integrate with Xero.
James Todd & Co Ltd has offices in 3 locations
Drayton Lane, Drayton House, Chichester, PO20 2EW, England
Wickham Road, Furzehall Farm, Fareham, PO16 7JH, England
24 Landport Terrace, Southsea, Portsmouth, PO1 2RG, England
Xero is beautiful online accounting software for smaller businesses. James Todd & Co Ltd can help make your switch as smooth as possible.
Contact them to find out how they can help your business.
We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.
Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.
Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.
Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.