Business services
Xero setup and training
A Xero file set up for how your business actually works: the right chart of accounts, bank feeds, invoicing, payroll and bank rules, plus training so you can use it with confidence.
Fixed fee, quoted in writing
What’s included
- New Xero file set-up or clean-up of an existing file
- Chart of accounts and tracking categories
- Bank feeds, bank rules and reconciliation training
- Invoice and quote templates, payment services
- Payroll and Single Touch Payroll set-up
- Conversion from MYOB, QuickBooks or spreadsheets
Who it’s for
- New businesses choosing software
- Businesses moving from another system
- Owners who want to do their own books well
- Teams that need practical training
Set-up decides how useful Xero is
A file set up with the wrong accounts or tax codes produces misleading reports and BAS errors. Time spent on set-up saves hours every month.
Training is hands-on, using your own file and transactions.
How it works
Getting started is simple
01
Free discovery call
A 20-minute conversation about your situation, deadlines and goals. No obligation.
02
Fixed quote & onboarding
A clear scope and fee, signed electronically. We update the ATO nomination and collect prior-year records for you.
03
Ongoing partnership
Lodgements on time, reminders before each deadline, and advice whenever a decision comes up.
Xero Setup & Training: common questions
Can you move my data from MYOB or QuickBooks?
Yes. We plan the conversion, move opening balances and check everything reconciles.
Do you offer one-off training?
Yes. Sessions can be one-off or ongoing, online or in person.
Which Xero plan do I need?
It depends on your transaction volume and whether you need payroll. We’ll recommend a plan.
Related services
QuickBooks Setup & Training
QuickBooks Online set up and explained, ready for BAS and tax.
Outsourced Bookkeeping
Books kept up to date every month, with a clear view of profit and cash.
Ready for a clearer picture?
Book a free 20-minute call with Kishan. No obligation.