Question 1

What is XYPN Books?

Accepted Answer

XYPN Books is a bookkeeping service that works exclusively with financial advisors. We understand the unique bookkeeping needs of advisory practices and aim to help advisors spend more time on revenue-generating activities by taking care of their books.

Question 2

How does XYPN Books benefit financial advisors?

Accepted Answer

XYPN Books allows financial advisors to focus on their clients and growing their business, rather than getting bogged down in the non-revenue generating task of bookkeeping. We handle all the bookkeeping tasks so advisors can spend their time more productively.

Question 3

What services does XYPN Books offer?

Accepted Answer

XYPN Books provides comprehensive bookkeeping services tailored to the needs of financial advisory firms. This includes account reconciliation, payroll, invoicing, tax preparation support, and more. We work closely with each client to ensure their books are accurate and up-to-date.

Question 4

How does XYPN Books ensure client privacy and data security?

Accepted Answer

Protecting client data is of the utmost importance to XYPN Books. We have robust security measures in place, including encrypted data storage and regular backups. Our team is also trained in data privacy best practices to ensure complete confidentiality.

Question 5

What are the pricing options for XYPN Books?

Accepted Answer

XYPN Books offers flexible pricing options to fit the needs of financial advisory firms of all sizes. We have both Emerald and Sapphire membership levels, with the ability to customize the scope of services. Clients can choose the plan that best suits their bookkeeping requirements and budget.

XYPN

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About XYPN

Frequently Asked Questions about XYPN

What is XYPN Books?

How does XYPN Books benefit financial advisors?

What services does XYPN Books offer?

How does XYPN Books ensure client privacy and data security?

What are the pricing options for XYPN Books?

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