Xero Set up
For a new Businesses. The Xero setup is tailored to your business. We will ensure your file is set up right the first time to gain maximum efficiencies in the long run.
Why choose us?
Expertise: With years of experience in accounting and bookkeeping, our team has in-depth knowledge of Xero's functionalities and can provide comprehensive setup solutions.
Customisation: We understand that every business is unique. We will work closely with you to understand your specific requirements and configure Xero accordingly, ensuring optimal performance and ease of use.
Seamless Transition: Starting a new business can be overwhelming, but our team will make the setup process hassle-free. We will handle all the technical aspects, data migration, and integration, so you can focus on building your business.
Training Included: Our services don’t end with setup, we provide comprehensive training sessions to familiarise you and your team with Xero’s features and functionality.
What is included:
Chart of Account set up tailored to your business structure, industry and reporting requirements
Bank Feeds set up and import past bank transactions if required
Basis inventory/services item codes for easier invoicing
Tracking categories
Full Payroll Set up
Basis opening balance if required (see below for Conversion if already using another software)
Connect third party apps for integration (POS Systems, CRM, Job management system etc)
Training and Support
Wondering about Confidentiality and Security? We prioritise the security and confidentiality of your financial data. We employ robust security measures to safeguard your information and comply with industry best practices.
Xero Set up and Conversion
For an existing businesses. It makes us so happy to hear you are consisting the move to Xero from another accounting software. We already know you are making a great business decision.
We understand that timing is key in the conversion process so these jobs get our priority attention. We don’t want to see this drag on for months at a time or disrupt your operations in any way.
We use strict checklist to ensure nothing is missed however we also think independently for your business and will question your past accounting method to ensure they align and still relevant to carry forward into Xero.
What is included:
Initial Meeting: We'll schedule a session to understand your business requirements, current accounting system, and goals for transitioning to Xero. This helps us determine the scope of the conversion process and provide you with an accurate proposal.
Once proposal is accepted, we start working on:
Data Assessment: This involves identifying any inconsistencies, duplications, or errors in your data that need to be addressed before the conversion. We'll work with you to clean up and reconcile the data to ensure its accuracy.
Data Migration: We'll proceed with the actual data migration to Xero. We transfer your financial data, including accounts, transactions, suppliers, customers, and other relevant information, from your current system to Xero. We'll ensure that the data is mapped correctly and that all necessary information is transferred accurately.
Custom Configuration: As part of the package, we'll work closely with you to customise Xero to match your specific requirements. This includes setting up your chart of accounts, tax codes, payment terms, and any other configurations necessary to align Xero with your business processes.
Integration and Add-ons: If you currently use any third-party applications or tools for your accounting processes, we'll assist you in integrating them with Xero. This ensures a seamless flow of data between systems and enhances the efficiency of your overall accounting operations. We'll also recommend and help you set up any Xero add-ons that can further enhance your experience and meet your specific needs.
Training Sessions: To empower you and your team with the knowledge and skills to make the most of Xero, we provide comprehensive training sessions. These sessions cover various aspects of Xero, including navigation, entering transactions, generating reports, and utilising advanced features. The training will be conducted online.
Ongoing Support: We believe in providing ongoing assistance even after the conversion is complete. We'll assist with troubleshooting issues, resolving any technical challenges, and ensuring that you're maximising the benefits of Xero for your business.
Please note that the exact details of the package may vary depending on the specific requirements of your business. We tailor our services to meet your unique needs and ensure a successful transition to Xero.