- About us
At XO Accounting, I utilise the accounting services and in order to reduce taxes was referred to their financial planner. They were very receptive in what I wanted and didn’t try to force me into any decisions that I wasn’t comfortable. XO was able to find something that suited my needs without pushing me into something I wasn’t comfortable with.
I began working with XO Accounting to aid in refinancing. They not only gave me different options and opinions of how best to achieve my desired outcome but would approach me to ensure I was happy with the direction things were going. XO was also incredibly comforting in making me feel confident in the attainment of a positive outcome.
From XO Accounting, I have received very valuable advice in relation to pre retirement. They took into account all my figures to design a process to best manage my funds. It is highly comforting to know that there is one place I need to go and any issues I may have are dealt with in an easy way. XO has made me very confident in knowing my finances are being looked after.
At XO Accounting, I use both the accounting and financial planning services. Something that has impressed me about XO is the straightforwardness, everything is explained in simple terms that makes it easy to understand. Overall I enjoy that everything I could need is in the one place managed by one person and any questions or queries I have are directed to the same people.