Xero Accounting Software

Set-Up, Training & Consulting

Businesses, including us, are always on the lookout for efficient and cost effective business solutions. That’s why we recommend Xero, an industry-leading cloud-based accounting software package.

Simplifying the standard accounting process, Xero was built for the web from the ground up, with functionality for every major financial element you will need. Supporting millions of businesses across the world, Xero also integrates with over 300 business applications, so no matter your type of business you can tailor it to the way you do things.

We don’t expect you to be a Xero expert, so we offer training. At your office, or on-line. For new and experienced users. We can help you do things better and faster, letting you focus on the bigger picture.

Your only regret will be you didn’t do it sooner.

By The Numbers

Xero Packages

Business Setup

Get Xero set up properly from the start, with training included so you know how to get the most out of it.

Collect a your business information
Set up Xero File
Upload any current balances
Set up bank accounts and upload historical data
Guide you through bank feed establishment
Customise your invoice Layout
Provide you with training & support on Xero
Advice on best features & functionality in xero for your business

Options

Designer invoice layouts
Payroll setup

Set up your employee files, payroll calendars, pay templates
Set up Xero Auto Super
Set up your Single Touch Payroll
Provide training and support for Xero Payroll

Convert to Xero

A streamlined option to help you move from your existing accounting system to Xero, with your team supported by us as they learn how to use Xero.

Review your existing accounts system
Collect your business information
Set up Xero
Engage Xero Conversion Services (if applicable)
Import in/check conversion balances
Import in/check customer or supplier invoices
Import in/check product line items
Import in/check customer & supplier records
Set up bank accounts and upload historical data
Guide you through bank feed establishment
Customise your invoice Layout
Provide you with training & support on Xero
Advice on best features & functionality in xero for your business

Options

Backdating and additional customisation
Designer invoice layouts
Payroll setup

Set up your employee files, payroll calendars, pay templates
Set up Xero Auto Super
Set up your Single Touch Payroll
Provide training and support for Xero Payroll

Xero Training One-On-One

Get a headstart to accounts dominance! Our training sessions are designed to allow you to master all there is to know about Xero and applying it to your business.

60-minute session(s)
Pre-training email, to unearth your questions ahead of time
Personalised to your Xero needs, or quickly cover a few important areas of Xero
Training in person in Yarraville, or over Zoom/Teams
We provide notes in summary
More time can be booked for each session, though we recommend a maximum of 2 hours, ideally, you split your training over a few weeks.