XERO SET UP
ARE YOU READY TO TRANSITION TO XERO OR PERHAPS STARTING A NEW BUSINESS AND NEED TO IMPLEMENT AN ACCOUNTING SYSTEM?
Our team are Certified Xero Partners and can assist you with the implementation of Xero. Everything from your financial settings, bank feeds, chart of accounts, payroll set up and bank rules are taken care of. Our set up package even includes customised training for you in Xero and 30 days of support. From experience, if Xero is set up correctly from the beginning there are less bookkeeping mistakes going forward. Talk to us today to get started.
Decision making process to ensure Xero is right for your business
Purchase of your new Xero Subscription
Set up Xero Organisation with business/company details
Set up bank feeds
Create invoice templates
Create Bank Rules
Customize Chart of Accounts
Set up of users
Conversion from your current file (if applicable)
Set up your payroll - correctly!
GST and Financial Settings set up
Enter Conversion balances
Import Xero contacts
Includes 1 hour of training on how to use Xero
30 days of support