HOW DO WE AS XERO ACCOUNTANTS WORK WITH YOU AND XERO?
As much or as little as you wish – that is the beauty of Xero being a cloud-based accounting package.
Our team of Accountants and Book Keepers are Xero Certified. Even though we are based in Sydney, from anywhere and at any time you can simply invite us into your Xero subscription and we can view and work with the same information in real time.
NEED A XERO REVIEW?
Yes. We can do one-off Xero engagements such as a mid-year or end of financial year data review, or an end of year payroll review and close with reporting PAYG Summaries to the ATO. We recommend having your data reviewed, as even though Xero is simple and easy to use, errors do happen.
NEED A XERO SETUP?
We can do a one-off Xero setup for you or we can review your set up. The Xero setup would include:
- Enter and Reconcile Opening Balances
- Edit the Chart of Accounts to suit your business
- Customise your invoices
- Customise your reporting templates
- Setup your Employees and Payroll
- Import Contacts, Accounts Receivable and Accounts Payable depending on your circumstances
NEED XERO TRAINING?
We can provide basic training to get you started and ongoing support for your Xero.
ALREADY IN BUSINESS USING XERO?
With Xero being cloud based in real time, we work with our clients as much as they need or want. If you are time poor we can do everything from processing data and entering payroll runs to preparing your business activity statement. If you are a bit of a control freak and like to be very organised and you have up to date processing in Xero done already we can simply just prepare the BAS only for you.
NEW BUSINESS CONSIDERING USING XERO?
We can provide advice on the best Xero package for you and what add ons are available to you. We can also assist you with your Xero setup and provide some basic training on Xero to get you started.
ALREADY IN BUSINESS USING ANOTHER ACCOUNTING SOFTWARE PACKAGE?
We can assist you with the conversion process from your current accounting software package to Xero. Depending on your current accounting software package such as MYOB or Quickbooks you may be able to use Jet Convert to migrate all of your historical data into Xero. Check out if Jet Convert can convert your data here. It is important that you contact Jet Convert first before starting a Xero subscription. Part of their process is creating a Xero subscription for you.
If you want to find more out about Xero or would like to get set up on Xero, please contact us for a free no obligation chat.