XERO Packages
Here are just some of the services that we offer through our Xero, accounting & bookkeeping fixed price packages. If we haven’t covered quite what you’re looking for, then get in touch with us and we’ll tailor a solution that’s right for you
Xero is our choice for all clients
We can set up or convert your business or investments from other software (or none) to Xero and associated applications for your industry/scenario to ensure that you have a scalable business model and not simply a replacement for your disconnected desktop software.
- Custom chart of account and reporting payable
- Import chart of accounts and balances
- One on one Training
- Customised invoice template
- Full payroll Setup
What is Xero?
Log in online anytime, anywhere on your Mac, PC, tablet or phone and see up-to-date financials.
Run your business on the go
Use the Xero mobile app to reconcile, send invoices, or create expense claims – from anywhere.
Get paid faster with online invoicing
Send online invoices to your customers – and get updated when they’re opened.
Reconcile in seconds
Xero imports and categorises your latest bank transactions. Just click OK to reconcile.
Choose the plan that's right for you.
We have created structured packaged options to suit your regular business and investment needs, so we can provide real time advice anytime you need it.
New Xero Setup
Complete setup of Xero for a new business including bank feeds, account names, customised invoices and more.
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Set up & Customise:
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Chart of Accounts
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Bank accounts and bank feeds
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Dashboard
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Invoice template with your logo
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Tracking categories
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Training:
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2 x 1 hour training sessions - at our office or online
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Full payroll set up
Free with Any Bookkeeping Package*
* 1 year bookkeeping contract will be required
Convert To Xero
Make the switch from MYOB or any other software to Xero. Complete setup of Xero
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Set up & Customise:
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Chart of Accounts
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Bank accounts and bank feeds
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Dashboard
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Invoice template with your logo
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Tracking categories
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Training:
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2 x 1 hour training sessions - at our office or online
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Full payroll set up
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Conversion:
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Import existing data including
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- Chart of accounts and balances
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- Contacts - suppliers and customers
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- Outstanding customer invoices & supplier bills
Xero Review
As part of our comprehensive review of your current Xero account setup. We thoughly check the following:
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Xero file set up including:
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- Bank feeds are working properly
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- Chart of accounts are correctly structured
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- Default tax codes are appropriate
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- Fixed assets are set up properlydgement
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Quarterly Financial Reports
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- Payroll, employee and superannuation settings& Reports
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2 Bank Accounts
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Review of your current financials to ensure:
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- Bank accounts are reconciled correctly
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- The ledger reconciles to the AP and AR balances
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- Activity statements and GST reports agree
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- Payroll and superannuation payments have been coded correctly
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On completion of our review we will provide recommendations to you if we find any errors.
About our Pricing
Fixed Fees
All your business taxes and reporting taken care of and your business registrations. Just choose the right package with the level of interaction with your accountant. Simple
Transparent Services
Update your accounts monthly at a fixed price and keep a finger on the pulse of your business.
No End Of Year Bill
When you need answers or want advice on setting up, structuring, tax, systems, software, cashflow, finance, pricing, marketing and exit strategies. We offer advice on an ad-hoc or regular basis.
