Xero Setup & Training
Xero is continually transforming the way small and medium businesses function using cloud-based technology. As Xero platinum partners, and Australia’s largest Xero partners, our team is leading the country in showing small businesses how it can be used. With access to key transaction tasks anytime, anywhere, Xero creates many benefits for business owners.
We’re here to take your business to the next level using online accounting software.
Core features include:
- Monthly financial statements and management reports
- Business activity statements (BAS)
- Payroll and superannuation
- Accounts payable and paperless payables
- Accounts receivable and debt collection
- Xero bookkeeping
- Payment services
Read on to find out the top reasons why Xero will be very helpful for your business, and why Carbon Bookkeeping & CFO Services use Xero for their bookkeeping clients.
All you have to do is click OK
Xero’s brilliant easy comes from its genius level of simplicity. So many things happen with one click. Keeping your accounts accurate and up to date is fast and easy. Bank statements are automatically imported which makes it effortless to enter your data, and the initiative bank reconciliation means Xero will find the best match to code your accounts. OK!
Flexible invoicing
With Xero, you’ll have a single view of when and where your money is coming from with its flexible invoicing. You’ll be able to create, send, receive and report on your invoices all from one place.
Get access anywhere anytime
Believe us when we say you can really access your accounts and run your business from anywhere in the world. The people you trust can log in and view your accounts, meaning they can provide valuable advice in real-time. Gone are the days where you need to email files and create duplicates of your most important financial data.
Real time reporting
Generate interactive reports in real time from anywhere with Xero’s report centre.
Real time dashboard
This is the screen you’ll look at the most, by far. Your Xero dashboard gives a real-time overview of your business and a snapshot of all your transactions. There’s very few people or companies in Australia who have been working with Xero for as long as we have. There’s none as well equipped to introduce your business to the benefits of this amazing platform.
Cloud-basedaccounting software
We’ve assisted thousands of businesses across Australia setting up their xero account and that number is growing every single day.
The reason can be found in this simple sentence – ‘Xero, the world’s easiest accounting system.’ People like easy, and why shouldn’t they. ‘Easy’ means faster and faster means more efficient.
But Xero is much more than just easy. It is, in our professional opinion, pure genius.
Frequently Asked Questions
Xero makes it incredibly easy to access your important information anytime, from anywhere. Xero is simple to use, offers flexible invoicing, real-time reporting and data.
Our first step is getting to know you and your business, and what you need help with. Then we’ll be able to provide a tailored quote. You can get more information about our pricing here.
While Xero is very user friendly, there are tips and tricks that can make your life easier, even for the savviest of users. The Xero Community have a wealth of information and ‘how-to’ manuals, but if you need a little more hands-on and personalised help, we can organise one-on-one personalised training.
Our team of Xero platinum partners are here to get you started with Australia’s most preferred online accounting software.
Webinar – From Zero to Xero: Navigating New Reports
To take full advantage of the reporting features on Xero, we invite you to watch our webinar, hosted by Gail Rogerson, our Bookkeeping & CFO Services Partner. Gail’s wealth of expertise and valuable insights will empower you with the knowledge needed to maximise the enhanced reporting capabilities offered by Xero.
Convert your bookkeeping software from MYOB or Quickbooks to Xero
No matter your level of familiarity with cloud-based solutions like Xero, we can help you get set-up and running in no time. It’s what we do.
We can set you up from scratch or organise a transfer from the systems you’re not so happy with. As Xero’s largest partner in Australia, we’ve helped thousands of small to medium businesses across the country move to the cloud and experience a better way of bookkeeping.
Our team of Xero platinum partners is here to get you started with Australia’s most preferred online accounting software.
Contact us today Book a free consultation
Our team of bookkeepers will show you how your business can benefit from cloud-based accounting software Xero. Simply fill in the form below and we’ll be in touch shortly.
Our Latest
Xero Setup
o Start things off on the right foot. Complete set-up of Xero account for a new business including bank feeds, account names, customised invoices, dashboard and more! |
o Custom chart of accounts |
o Setup contacts |
o Setup bank accounts and bank feeds |
o Customise dashboard |
o Branded invoice template |
o Issue logins for your team |
o Setup Xero payroll – up to 3 employees (additional charges for more) |
Quickbooks to Xero
o Make the switch from Quickbooks to Xero. Complete set-up of Xero, full payroll, opening balances, receivables, payables, bank feeds, user access and more! |
o Custom chart of accounts |
o Setup contacts |
o Setup bank accounts and bank feeds |
o Customise dashboard |
o Branded invoice template |
o Issue logins for your team |
o Setup Xero payroll – up to 5 employees (additional charges for more) |
o Enter in opening balances |
o Conversion of current data from your current accounting system |
o Monthly comparatives (additional) |
MYOB to Xero
o Make the switch from MYOB to Xero. Complete set-up of Xero, full payroll, opening balances, receivables, payables, bank feeds, user access and more! |
o Custom chart of accounts |
o Setup contacts |
o Setup bank accounts and bank feeds |
o Customise dashboard |
o Branded invoice template |
o Issue logins for your team |
o Setup Xero payroll – up to 5 employees (additional charges for more) |
o Enter in opening balances |
o Conversion of current data from your current accounting system |
o Monthly comparatives (additional) |