Xero Services

Here’s what we do:

• Bring to account opening balances from your previous system
• Configure your chart of accounts
• Set up bank accounts and activate the bank feeds
• Import contacts if you had those from your old system
• Customise forms and templates with your logo and branding for sales invoices, statements, purchase orders, remittance advices
• Set up payroll including:

1. Adding employees
2. Customising payslips and pay templates
3. Setting up pay categories
4. Setting up superannuation records
5. Setting up the super lodgement process
6. Registering for Single Touch Payroll

• Set up asset register if applicable
• Integrate Xero with third party apps (eg Dext, Cliniko)
• Set up user access
• Handover

A proper Xero setup ensures that your financial data is organised, accurate, and aligned with your business needs. It sets the foundation for efficient bookkeeping, financial reporting, and streamlined processes.

The duration of the Xero setup process can vary based on the complexity of your business and specific requirements. But be assured that we work efficiently and quickly to minimise downtime and get your system up and running promptly.

Absolutely. As part of our service, we provide training sessions to familiarise you and your team with the features of Xero. This ensures that you can confidently navigate the platform and make the most of its capabilities for your business.

Here’s what we do:

• Assess your existing data to understand its structure and complexity
• Prepare your existing file for the conversion
• Convert the data into a new Xero file ensuring all is mapped correctly
• Review conversion balances and historical data
• Enter outstanding customer and supplier invoices
• Customise your invoice templates
• Customise your chart of accounts
• Activate your bank feeds and import missing transactions
• Set up user access
• Set up employees, super and Single Touch Payroll
• Set up asset register if applicable
• Provide Xero training
• Integrate Xero with third party apps (eg Dext, Cliniko)
• Set up user access
• Handover

Depending on the complexity, we may use a third party such as JetConvert who can migrate data from MYOB, Quickbooks Online, and Reckon. MYOB transactional history depends on the financial year the MYOB file has been rolled to.

The duration of the data migration process can vary based on the complexity of your data and specific business needs. But the usual timeframe is between 3-5 business days.

While we handle the technical aspects of the data migration, your input and collaboration are valuable. We’ll keep you informed throughout the process, and we may need certain details or clarifications from you to ensure a smooth transition.

With a comprehensive Xero Health Check, we can:

• Identify and address challenges quickly, ensuring financial health is always in order
• Verify the accuracy of your business accounts in Xero
• Detect any mistakes, repetitions, or gaps
• Identify areas where training is required to prevent recurring errors
• Detect and fix potential problems before they become bigger issues
• Confirm that any new additions or modifications (such as additional accounts) have been correctly set up
• Enjoy peace of mind, knowing that everything is in order

Businesses who:

• Are new to using Xero
• Have not conducted a regular check-up on their existing Xero system
• Have multiple users accessing the same Xero accounts
• Are looking for ways to optimise their accounting processes and procedures

• Incorrect financial settings
• Incorrect set up of chart of accounts
• Bank accounts not reconciling
• GST coding mistakes
• Duplicate transactions
• Not using bank rules or receipt management software correctly for automation
• Payables and Receivables don’t match what is actually owed
• GST does not match BAS’s lodged
• Incorrect treatment of transactions paid with personal money
• Poor security settings
• User permissions audit
• Unpaid wages or superannuation

• Preliminary questionnaire
• Certified Xero Silver Partner reviewing your file
• 100+ Point Xero Health Check
• PDF report and action list with our findings

Here’s what we do:

• Hands-on personalised learning – tailored to your business needs and focussing on the features most relevant to you
• Real world relevance – learn how to apply Xero to your day-to-day operations
• Certified Xero expert – benefit from our expertise gained from working with our Xero clients for over 15 years
• Ongoing support – our commitment doesn’t end with the training session. We’re here for you post-training, offering resources, support, and answers to any questions that may arise as you integrate Xero into your business processes
• Summary notes from the training for you to refer to

Xero training is beneficial for business owners, accounting professionals, bookkeepers, and anyone involved in financial management. Whether you’re new to Xero or looking to deepen your skills, our training is designed to meet various skill levels.

No prior accounting knowledge is required. Xero training is designed for individuals with varying levels of expertise. Whether you’re a beginner or have some accounting background, our training is structured to accommodate different skill levels.

Yes, we provide post-training support to address any questions or concerns you may have as you start applying your newfound Xero knowledge. Whether through follow-up sessions or ongoing communication, we’re here to support your learning journey.