Episode 272: How to Perform a Client Financial Health Check

The Bookkeepers' Podcast

In this episode of The Bookkeepers' Podcast, Jo and Zoe were joined by Gareth Salomon from Xenon Connect. We discussed cloud-based bookkeeping tools designed for enhanced efficiency and accuracy. Our discussion focused on the creation of Xenon Connect—a tool that significantly streamlines the bookkeeping process by automatically detecting and rectifying errors. Xenon Connect assists accountants and bookkeepers in enhancing their practices through improved client financial health monitoring. We also explored the gamification of client health scores, which prioritises tasks and helps in strategic decision-making. Find out about Xenon Connect at: https://www.xenonconnect.com/ ----------------------------------------------- Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.