Xero packages

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
  • Receivables & Payables Processing - we love Dext (Receipt Bank)
  • eCommerce - we love Shopify
  • Point of Sale - choose from Square or Kounta
  • Payments - choose from Square, GoCardless or PayPal
  • Time Tracking - we love TSheets or Xero Projects
  • Forecasting & Cash Flow Management - we love Spotlight Reporting