Report Setup & Support
Our team of accountants are ready to assist and support you with your reporting set up. Whether you’re looking for assistance in setting up report templates from beginning to end or you just need a bit of training, we’re here to help.
We can help with the setup of:
- Management Reports
- Financial Reports
- Board Reports
- Custom Reports – let us know what you need!
What does this look like?
- Complete Setup – we do the full setup of your report templates based on your needs for you to use going forward.
- Semi Setup – we do one or two templates and train you on them so you can manage the reports in the future.
Looking for ad-hoc support? Feel free to book in a time with one of our Future Proof professionals:
Excellent video training, Neha knows her way around Xero and takes the time to get to the bottom of questions asked and even issues that arise with Xero during the session (we all have them). Many thanks, Neha
- JUSTIN TOMAS
Attended a webinar on Xero Tax Planning hosted by Neha from FPA. Excellent experience, well worth the time and money. I'd describe it as an efficient, practically oriented walkthrough on some ways to approach a common accounting activity, hosted by someone who is both a master of their trade, and passionate about the discipline. Well done - I'll be looking into your other offerings as well.
- QI WEALTH ACCOUNTING
Neha did an excellent online training for our accounting team on Workpapers in August 2021. She delivered the training in a clear, concise and friendly way. Her methodical way of presentation is very easy to understand and follow. We would highly recommend her to Xero training.
- JUDITH PIMENTEL
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