Our Xero experts don’t just “plug in” your details and leave you to figure it out. We provide a complete, hands-on setup that’s tailored to your business structure, industry, and goals.
Here’s what’s included:
Initial Consultation & Needs Analysis
We begin with a conversation to understand your business, current systems, and what you want from your accounting software.
Xero Account Setup & Customisation
We create or clean up your Xero account, including:
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Chart of accounts customised to your industry
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Business and GST settings configuration
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Bank account connections and live feeds
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Payroll, superannuation, and STP setup
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Invoice templates with your branding
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User roles and access levels for your team
Opening Balances & Data Migration
If you’re moving from another system, we’ll import historical data and opening balances — so your financial history remains accurate.
Xero Add-Ons & App Integration
Need to connect Xero with other tools like point-of-sale, inventory, or time tracking? We’ll recommend and configure the right add-ons to save you even more time.
Personalised Xero Training
Once everything is set up, we provide 1:1 training (in person or online) so you and your team know exactly how to use Xero with confidence.
Ongoing Support (Optional)
Need a bit more help after go-live? We offer follow-up support and check-ins to ensure everything’s running smoothly.