New Xero Set Up

Ideal for new businesses or those without an existing system

  • Set up & Customise:
  • Chart of Accounts
  • Bank accounts and bank feeds
  • Dashboard
  • Invoice template with your logo
  • Tracking categories
  • Training:
  • 2 x 1 hour training sessions - at our office or online
  • Full payroll set up

Converting to Xero

Perfect when you want to make the change from your existing system (like MYOB) to Xero

  • Set up & Customise:
  • Chart of Accounts
  • Bank accounts and bank feeds
  • User Logins
  • Dashboard
  • Invoice template with your logo
  • Tracking categories
  • Training:
  • 2 x 1 hour training sessions - at our office or online
  • Full payroll set up
  • Conversion:
  • Import existing data including
  • - Chart of accounts and balances
  • - Contacts - suppliers and customers
  • - Outstanding customer invoices & supplier bills

Xero Review

As part of our comprehensive review we check the following:

  • Xero file set up including:
  • - Bank feeds are working properly
  • - Chart of accounts are correctly structured
  • - Default tax codes are appropriate
  • - Fixed assets are set up properly
  • - Payroll, employee and superannuation settings
  • Review of your current financials to ensure:
  • - Bank accounts are reconciled correctly
  • - The ledger reconciles to the AP and AR balances
  • - Activity statements and GST reports agree
  • - Payroll and superannuation payments have been coded correctly
  • On completion of our review we will provide recommendations to you if we find any errors.

Add On Connections

We can advise and get you started with any number of the fabulous adds on for Xero.

  • Setup, integration, training & support for:
  • Payables Processing - we love Receipt Bank
  • Debtor Management - we love Debtor Daddy
  • Inventory - choose from Unleased or DEAR Inventory
  • eCommerce - we love Shopify
  • Point of Sale - choose from Vend or Kounta
  • Payments - choose from Square & Tyro
  • Staff Scheduling & Payroll - we love Deputy
  • Human Resources - we love enableHR
  • Time Tracking - choose from Harvest, TSheets or Xero Projects
  • Forecasting & Cash Flow Management - we love Spotlight Reporting
  • Farming - we love Figured