At Better Bookkeeping For Your Business, I don’t offer a basic, one-size-fits-all setup. I take the time to understand your business and build your Xero file to match the way you operate. My setup service includes:
1. Complete Xero Account Configuration
I set up your organisation details, chart of accounts, tax settings, tracking categories, financial year dates and reporting structure. Your Xero file will be built correctly from the very beginning so you can use it confidently.
2. Set Up of Bank Feeds and Reconciliation Rules
Bank feeds are the heart of Xero. I connect your bank accounts, credit cards and payment platforms, then create reconciliation rules that save you hours each week. This ensures accuracy and eliminates manual entry errors.
3. Payroll and Superannuation Setup
If you run payroll, I set up employees, leave categories, pay calendars, STP requirements and superannuation correctly. You’ll be fully compliant with Australian payroll standards from day one.
4. Invoice Templates & Branding
Your invoices should look professional and match your brand. I customise invoice templates, email settings and payment options so you get paid faster and present your business professionally.
5. Setup of Products, Services & Inventory
If your business sells goods or services, I configure items, inventory and tracking. This makes quoting and invoicing quicker and ensures your cost of sales and stock levels are recorded accurately.
6. Migration from Other Software
If you’re switching from MYOB, QuickBooks or spreadsheets, I migrate your historical data, contacts, payroll information and balances across without losing accuracy. Your Xero file will feel familiar but far more organised and efficient.
7. Tailored Xero Training & Support
Once your file is set up, I walk you through every part of your new Xero system. You’ll learn how to create invoices, run payroll, reconcile transactions, generate reports and much more. Ongoing support is always available whenever you need it.