Setup check with bexio product specialist

We check your bexio account quickly and easily within 30 minutes. For a carefree and efficient business start.

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Setup check with bexio product specialist • C3

Have you set up your bexio account yourself and are unsure whether everything is set up correctly? Have your bexio account checked quickly and easily by our product specialists within 30 minutes. You will avoid incorrect settings and subsequent problems and at the same time receive valuable tips and tricks for your bexio.

Content of this service

Our product specialists will check your basic settings and can give you certainty in just a few minutes whether your settings are correct. Sometimes small details that make a professional appearance and your success in everyday life.

Contents:

  • Basic settings
  • Templates and payment terms
  • VAT settings
  • Banking connection and synchronization
  • Tips and tricks
  • Questions and answers

Note

This is how the setup check works:

  1. After booking, you will receive an e-mail with further information including a link to make an appointment with our product specialists.
  2. Prepare for the online appointment by following the instructions.
  3. We will go through your settings with you during the setup check and discuss them with you.

Please note:

  • The coaching session will not answer any content-related questions on financial accounting or payroll accounting. Please speak to your trustee about this.
  • Don't have a trustee yet? Then you can find a bexio-certified fiduciary in our fiduciary directory

ℹ️ Book your online appointment early! We are fully booked depending on the season.

CHF 120.–
Package price Book now

Questions?

We are here for you. Contact us via email [email protected] or phone +41 (0)71 552 00 62