Xero Setup & Onboarding.
Complete setup for new or existing businesses, including chart-of-accounts creation, organization settings, bank connections, and custom financial structures.
Bookkeeping & Daily Transaction Management.
Accurate recording, categorization, and reconciliation of all business transactions to keep your books clean and compliant.
Advanced Financial Reporting.
Creating detailed reports—Profit & Loss, Balance Sheet, Cash Flow, Budgets, and Forecasts—to support informed decision-making.
· Payroll Setup & Processing.
Configuring payroll in Xero, managing employee payments, timesheets, and year-end payroll compliance.
Business Advisory & Strategy Support.
Using Xero insights to advise on growth strategies, cash-flow improvement, cost control, and long-term financial planning.
Migration to Xero from Other Systems.
Seamless transfer of accounting data from platforms like QuickBooks, MYOB, or spreadsheets into Xero with zero disruption.
Xero Health Check & Clean-Up Services.
Reviewing your existing Xero file, identifying errors or inefficiencies, and correcting data for accurate reporting.
Automation & App Integration.
Connecting Xero with add-ons such as Stripe, Hubdoc, Dext, Shopify, or inventory systems to streamline business operations.
Training for Business Owners & Teams.
One-on-one or group training sessions to help new business owners or staff understand how to use Xero efficiently.
Cash Flow & Budget Management
Building budgets, cash-flow forecasts, and financial models tailored for startups, growing businesses, and larger enterprises.
Compliance & GST/VAT/BAS Support working with an Accountant team.
Ensuring accurate tax processing, preparing returns, and maintaining compliance with local regulations through Xero.