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Episode 272: How to Perform a Client Financial Health Check
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…
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