SERVICES
Xero Software Setup & Training
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Offer Xero setup, training and assistance
One of the most time-consuming parts of running a business is the paperwork. With Xero, you can streamline your processes in it’s easy to use, digital system. Use your smartphone, tablet or laptop to manage your business’s finance wherever you are.
Sound daunting? It truly isn’t!
Our team of Xero Certified Advisors/Gold Partners have got you covered.
Our Xero training goes far beyond a sit down meeting
Some accountants believe that one 1-hour training session all that is required for your business to start operating in Xero. In our experience we’ve found that a more comprehensive approach is required. We start by understanding your circumstances and tailor a solution specifically to your business needs.
We begin by understanding your business needs, identify sticking points and tailor a solution specifically to your business needs.
2 hour training session at our office with a qualified accountant/bookkeeper. Not just a recorded video/instructions.
Our upfront Xero software and training pricing ensures no nasty surprises
Xero Setup
- Creating Xero File
- Setting up organisation settings including GST settings
- Customising your chart of accounts
- Branded invoice template
- Initiating bank feed setup
- Setup and issue logins for all users
- Entering opening balance figures into Xero
- Setting up employees
- Setup Hubdoc
- Payroll set up for up to 2 employees
Xero Conversion Service
- Downloading and saving reports from prior software for audit purposes
- Creating Xero file and setting up existing organisation settings including GST settings
- Setting up invoice template
- Importing your chart of accounts
- Importing contacts
- Importing accounts receivables & accounts payable
- Entering opening balance figures into Xero
- Setting up employees
- Setup Hubdoc
- Integrating third party apps
Xero Setup Service & Training Package
- Creating Xero File
- Setting up organisation settings including GST settings
- Customising your chart of accounts
- Branded invoice template
- Initiating bank feed setup
- Setup Hubdoc
- Payroll set up for up to 2 employees
- 2 hour training session at our office individualised to your businesses needs*
Xero Training Sessions
- General Xero overview, adding users, adding new chart of accounts, etc
- Entering invoices and purchases
- Using Hubdoc
- Payroll
- Reconciling your bank accounts
- Viewing your reports
- Answering any other questions you may have regarding Xero
Xero Integrations & Add-Ons
- Job Management
- Inventory
- CRM
- HR & Payroll
Ongoing Xero Support
- Emails/phone calls as required
- Structured training sessions targeted at items you are struggling with
Our most frequently asked questions
Our team have answered the most frequently asked questions about Xero. If your question isn’t in the list, get in touch and chat with us today.
In most cases it will depend on your business needs, if there are specific items that are important to you such as inventory functionality, advanced payroll functions, etc then you will need to select the software that will cater to your needs. If these items are not important, than Xero is the most popular as we find this to be the most user friendly and straight forward, integrates with 1000’s of apps, along with many other benefits. We have also created a factsheet on MYOB vs QuickBooks vs Xero to help you decide what might be right for your situation.
Ready to get started?
Our team offers personalised solutions and are on hand to answer any questions you might have.
