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
  • Payroll - optional extra:
  • Full payroll set up - $200
  • - includes up to 5 employees
  • - additional employees @ $30 per person

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
  • Conversion:
  • Import existing data including
  • - Chart of accounts
  • - Contacts - suppliers and customers
  • - Opening balances
  • - Monthly comparatives
  • - Fixed assets register
  • - Outstanding customer invoices
  • - Outstanding supplier bills
  • Payroll - optional extra:
  • Full payroll set up - $200
  • - includes up to 5 employees
  • - additional employees @ $30 per person

Xero Review

As part of our comprehensive review we check the following:

  • Xero file set up including:
  • - Conversion balances from your old system are valid
  • - Bank feeds are working properly
  • - Chart of accounts are correctly structured
  • - Default tax codes are appropriate
  • - Fixed assets are set up properly
  • - Add on integrations are working correctly
  • - Payroll, employee and superannuation settings
  • Review of your current financials to ensure:
  • - They make sense
  • - 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 set you up on 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
  • Point of Sale - we love Vend
  • Inventory - we love Unleased
  • Human Resources - we love enableHR
  • Customer Relationship Management (CRM) - we love Capsule
  • Time Tracking - we love Harvest
  • eCommerce - we love Shopify