XERO SET UP
Whether you are a new or existing business, we can set you up with a brand new Xero file and deliver a personalised on-boarding service. We can hook you up with automatic bank feeds, a customised chart of accounts and correct GST coding.
Choose:
With customised invoice or quote
No customised invoice or quote
Starting from $550
XERO TRAINING
ONE ON ONE - 45 MINS
Learn how to use Xero effectively.
With our one-on-one training sessions, we provide a solution that is fully customised to the unique needs of your business.
Xero training could be used for a variety of tasks such as making sure your Xero file is set up correctly, setting up a new integrations, learning how to code transactions correctly or learning how to fix errors.
starting from $220
XERO HEALTH CHECK
A Xero Health Check is a review of your Xero account by a Xero Certified Advisor. The goal is to ensure that your accounts are running smoothly, and if we do find any issues, we’ll teach you to understand how to fix them. Where we see potential opportunities in your file, we’ll be sure to let you know. We provide a list of recommendations on how you can make your life easier using Xero and if required, we can also implement these changes.
How a Xero Health Check Works
1. Enquire Online.
The first step is to fill out our online enquiry form. We use this to gather some basic information so that we can get in touch, say hi and answer any questions that you might have.
2. Xero Access.
You invite us into your Xero file. We’ll show you how to add us as a user. Your data is completely safe with us and we guarantee you confidentiality and privacy.
3. Xero Health Check.
We run through our 100+ point checklist to identify any issues in your Xero file and with the setup. Our goal is to ensure that your bookkeeping is tax compliant, accurate and efficient. This step typically takes around a week from the time we gain access.
4. Findings.
We provide you with a detailed report of our findings. We’ll also schedule a 30 minute call at a time convenient to you so that we can discuss our findings. This is also a great opportunity for you to ask any questions you might have.
Our Standard package is perfect for business owners who want a thorough 100+ point check of their Xero file and bookkeeping setup:
Check bank feeds, reconciliations and balances
Detailed report documenting our findings
Checklist of actions to take
30 minute one-on-one Xero Health Check consultation to review and give recommendations
Chart of accounts review
Review of bank rules
Feedback on your management report layout
Xero App Advisory Review
Automation Assessment and Opportunity Review
