Do you need a custom Xero Setup for your Geelong business?

Let us setup Xero, and get it right from the start.

Whether you are moving from older desktop software to Xero, or are moving from other cloud software to Xero, our experienced and friendly team is ready to work.

We first gather some information about your business so that we can provide you with a scope of work and a quote. We then gather the required data and configure your new Xero software to your business.

Below is a list of the many things that we take care of as part of your Xero setup:

  • Opening balances including unpaid invoices.
  • Customise and improve the layout of your chart of accounts
  • Import contacts, suppliers and customers
  • Set up automatic bank feeds (if available from your bank)
  • Custom templates for invoices, statements and purchase orders
  • Tracking categories to track profitability
  • Employees; pay templates and their opening balances
  • Payroll; Pay items, timesheets
  • Automatic superannuation
  • Items / products and inventory balances
  • Multi-currencies
  • Importing historical data from your existing software to Xero
  • Catch-up bookkeeping if required

Once Xero has been setup for your business, we then provide Xero training – either online, one on one or group Xero training onsite in Geelong to get you familiar and confident with your new software.