Categorise TransactionsBasic Xero SetupAdvanced Xero SetupXero Training30 Days Xero SupportXero Monthly Support

Set-up for Xero for new business. Complete set-up including banks feeds, account names, customised invoices and more.

Setup Customised Chart Of Accounts.
Setup Bank Accounts & Bank Feeds.
Setup Online Invoicing Template.
Setup Customer Reminder Email.
Setup Sending Invoicing Email.
Issue User Login To Staff.

Make the switch from spreadsheets and other accounting software. Manage Invoicing, payroll, receivables/payables, bank feeds, user access and more!.

Basic Xero Setup + Import Opening Balances (Trial balance, debtors & creditors invoices, bank's uncleared deposits and unpresented cheques) .
3 Hrs How To Use Xero Training Session Via Zoom.
Payroll Setup For 10 Employees.
Xero Support for 6 months via Email/Zoom/Phone Support.


Manage your Xero right from day 1 with expert training for you & your staff to manage your bookkeeping, payroll & tax obligations.

Topics Covered In 3 Hours Training:Bank accounts & feeds.
Payroll & GST Reporting.
Running Balance Sheet, Profit & Loss & other Management Reports.
Automating Bank Reconciliation Practices.
Customer Invoice & Reminder Tracking .
Supplier Invoice & Payment.
Any Other Xero Related Queries.

Get 30 days Xero support while you transition and avoid charge by hour ($150) for accounting & bookkeeping enquiries.

Unlimited Xero Enquiries.
Oversee Bookkeeping.
Accounting & Tax Advice
Oversee Xero Records
Bookkeeping Advice
Automation Advice
Payroll Advice
Error Corrections
Email & Phone Support

Monthly Support for your internal accounts team using Xero & add-ons via our help desk 30 Days Xero Support + Staff Training Monthly

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