Cake Carbon want to help you achieve your business goals and one way we can help is by managing all your bookkeeping needs. Before we can help you, we need access to your Xero accounts.
Here are six simple steps to invite us in and from then on, our qualified accountants can take care of everything!
1. Log in to your organisation on Xero.
2. Click on your organisation name and go to “Settings”.
3. Select “Users”.
4. Invite Carbon as a user and enter the below details:
5. Make sure to have these 4 selected:
- Business and accounting: Adviser
- Bank account admin
- Manage users
6. To finish, click “send invite”.
As a business owner, you shouldn’t be scared of getting help from a bookkeeper or Virtual CFO. We understand that giving up your private information can be concerning, however, we’re here to help and anything we see in your books stays between us.