We were recently referred to Donnie at Entry Counts by our Xero representative, after discussing the current Xero financial template offering. The reporting templates supplied by Donnie are a significant improvement on the Xero offering, and I can’t begin thank him enough for providing this service (and Xero for the referral). The Entry Counts various chart of accounts are comprehensive and seamlessly generate the well constructed and compliant general purpose financial statements. In addition, the training resources that Donnie has made available enable staff members at all levels to easily update a client’s Xero chart of accounts to ensure future transactions are posted to the correct accounts, enabling financial statements to be seamlessly prepared. Donnie and Entry Counts make me look good – while many clients don’t have an interest in their financial statements, other professionals and organisations who rely on these reports really appreciate the quality of the output generated by the Entry Counts templates.

We were referred to Donnie from the Clarity Street team which filled us with confidence from day dot and Donnie did not disappoint. We were an early adopter of Xero reporting and just felt our report templates had legacy issues, weren't consistent and everyone had their own way of reporting. That is where Donnie came in. He modified his standard templates to what we wanted as a firm standard and deployed them across our firm. Donnie then provided training for the whole team and was available to rectify any issues or questions that came up after the fact. Donnie was a pleasure to deal with and I received positive feedback from all my staff, it is a small investment for a great outcome in a growing team.

As a Xero accounting firm, we recognized the need for GPFR among some of our clients and embarked on finding the right solution. We were firm in our belief that sticking with Xero for our financial statement process was the most favorable route, steering clear of additional software purchases and the complexities of new processes. Donnie and the team went above and beyond, seamlessly integrating XYZ model financial account templates into our Xero HQ. This encompassed everything from charts of accounts to streamlined processes, comprehensive training sessions, and meticulous checklists. Now boasting a top-notch SPFR and GPFR system, we can effortlessly generate both for all our Xero clients with just a few clicks. It's a testament to exceptional service and an outstanding team!