Xero Setup & Training

Cloud-based bookkeeping services with Xero.

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

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 move their accounts to the Xero platform 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.

Pamphlets about Xero

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.

Xero Bookkeeping TrainingPricing

No idea how to use Xero? We’ll show you. Or perhaps you know what you’re doing and just need pointers to become more efficient.

We can review your files and demonstrate ways to improve your record-keeping. Xero helps to increase efficiencies and save time, allowing you to focus on other parts of your business.

We can come to you, or run training from our dedicated training board rooms.

FROM $399.90 + GST (per session, 3hrs max)

Women enquiring about Xero prices on computer

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

    From $399.90
    + GST
    o   Start things off on the right foot. Complete set-up of Xero for a new business including banks 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 payroll – up to 3 employees (additional charges for more)

    Quickbooks to Xero

    From $799.90
    + GST
    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 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

    From $799.90
    + GST
    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 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)

    A local team dedicated to your business.

    Jamie Davison
    CPA
    CO-FOUNDER
    Bookkeeping & CFO Services
    Jamie Davison
    CO-FOUNDER
    Jamie is a CPA with a swag of university degrees and broad experience across chartered and corporate accounting.
    Marc Wiriadisastra
    CA
    PARTNER
    Bookkeeping & CFO Services
    Marc Wiriadisastra
    PARTNER
    Marc joined Carbon in 2017 as the establishing partner of our business advisory division, bringing along with him an excess of 7 years’ experience servicing a portfolio of international, listed, government and private clients. 
    Jason Parish
    -
    PARTNER
    Bookkeeping & CFO Services
    Jason Parish
    PARTNER
    Jason joined Carbon in 2020 as a partner within our advisory division. After successfully owning and managing Parish Business Services for many years, he made the decision to join our network to experience the benefits of a forward-thinking accounting firm with a passion for technology.
    Gail Rogerson
    -
    PARTNER
    Bookkeeping & CFO Services
    Gail Rogerson
    PARTNER
    Having experience in being a broad minded logistical thinker, Gail has the skillset to assess, plan and implement a project utilising the people and resources available to provide mutually beneficial results
    Allison Gardiner
    -
    PARTNER
    Bookkeeping & CFO Services
    Allison Gardiner
    PARTNER
    With over two decades working with small business owners in Melbourne, Allison understands what causes stress and how bookkeepers can implement systems and strategies to minimise it. Allison’s practice focuses on systems and automation, helping to make life easier for everyone.
    Wellington Takakura
    -
    PARTNER
    Bookkeeping & CFO Services
    Wellington Takakura
    PARTNER
    Wellington joined us in 2019 when The Accounts Studio merged with us to launch Carbon Sydney. As a partner, Wellington takes pride in helping his clients work efficiently through automation, so they can focus on growing their business. Wellington is originally from Brazil, and moved to Australia in 2010 for a 6-month trip but never returned!
    Kate Kapovic
    -
    PARTNER
    Bookkeeping & CFO Services
    Kate Kapovic
    PARTNER
    Working in the financial services industry for the past seven years, Kate discovered her love of working with small businesses, being their back-end support and seeing them grow.
    Deb Vawdrey
    -
    PARTNER
    Bookkeeping & CFO Services
    Deb Vawdrey
    PARTNER
    Deb has been in the financial services industry for over 20 years, most of which has been spent running her own business in the bookkeeping space. Not only is Deb a registered BAS Agent, Xero and MYOB partner but she also spent a couple of years teaching Cert IV Financial Services (Bookkeeping). She also teaches yoga, loves local food and wine with friends and family and enjoying the outdoors.
    Dale Ettridge
    CA
    MANAGER - ENTERPRISE ADVISORY
    Bookkeeping & CFO Services
    Dale Ettridge
    MANAGER - ENTERPRISE ADVISORY
    A Chartered Accountant with a background in Audit, Dale changed to enterprise advisory for a new challenge and explore a new way of helping business owners. One of Dale’s favourite parts about his work is the opportunity to get to know people, and he loves a good chat. Outside of work, Dale is learning German for one very interesting reason...so he can play German board games. Safe to say we’ve not heard that one before! 
    Jessica Bell
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Jessica Bell
    CLIENT MANAGER
    Before joining the Carbon team, Jessica worked in business advisory tax for 5 years. She has a Bachelor of Business and Commerce (major in accounting), and is a Chartered Accountant. Jessica is passionate about helping business owners take control of their business by implementing efficient accounting and bookkeeping technology. In her spare time, Jessica sings in a folk band, and likes to get to the gym.
    Tatiana Bekman
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Tatiana Bekman
    CLIENT MANAGER
    Tatiana has a Certificate IV in Accounting, bachelor’s degree in Finance at Tyumen State University (Russia), and is a BAS agent. Tatiana is our “Xero Champion” here in Brisbane, and enjoys assisting clients and finding solutions for any problem. Originally from Russia, Tatiana loves travelling and exploring different cultures. This Carbonite is a life enthusiast, leading a very active and healthy lifestyle.
    Lisa Cash
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Lisa Cash
    CLIENT MANAGER
    Lisa has a wealth of experience in accounts roles, entering the industry straight from school. Her clients thought it was hilarious when she got married and her surname became Cash; very appropriate for a bookkeeper! Lisa enjoys travelling, and spent three years touring round London and Europe in her 20s. Lisa has her Cert IV in Bookkeeping and is Xero certified.
    Madelein Combrink
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Madelein Combrink
    CLIENT MANAGER
    Originally from South Africa, Madelein has a BA law degree and 10 years of work experience as a state prosecutor. She uprooted and moved to Australia in 2008 and now calls Perth her home. Madelein had a complete career change, and studied in Australia to gain her Cert IV Financial Services, later achieving her MYOB and Xero certification. Her hobbies include a glass (or two) of wine with friends, and speeding on her jet ski.
    Sonia Perez Gomez
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Sonia Perez Gomez
    CLIENT MANAGER
    Sonia, originally from Colombia, has a Cert IV in Bookkeeping, Diploma in Business and a Degree in Business Management. Being a BAS Agent and having over 10 years of customer service and business experience, Sonia loves to learn and make life simpler for her clients. Sonia has a passion for helping people and when not working, leads a full life with her young family and assisting Columbian students to get ahead.
    Bernadette Harris
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Bernadette Harris
    CLIENT MANAGER
    Bernadette is part of our bookkeeping team in Melbourne. She started in the industry by doing the books for her partner's electrical subcontracting company almost 13 years ago, and realised that she enjoys making things balance! Bernadette then completed her Cert IV in bookkeeping and received her BAS registration shortly after. Originally from NZ, Bernadette loves nature, fishing, drawing, and spending time with her grandchildren.
    Maree Hornsby
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Maree Hornsby
    CLIENT MANAGER
    Maree has a Certificate IV in Accounting from Chisholm, and is a BAS Agent. Maree’s background includes working with Bunnings, Subway and the ABS. Maree is a problem solver, and when not working, spends time with her happily blended family with husband Matt, and four kids.
    Ami O'Connell
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Ami O'Connell
    CLIENT MANAGER
    Ami has been in-and-out of the industry since 2009. Prior to this, she served for 5 years in the Australian Navy. Ami has a double diploma in Accounting and Bookkeeping and is working towards her CPA. With the help of Carbon Finance, Ami was able to buy her dream beach house and on weekends can be found drinking wine and spending time with her family.
    Natalie Serrao
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Natalie Serrao
    CLIENT MANAGER
    Natalie has been with the company since 2012. Originally from South Africa, Natalie worked for 10 years doing the bookkeeping for her husband’s business. Since moving to Australia, she continued with her bookkeeping and joined the WiseClick team. She has her Cert IV in Bookkeeping and is currently studying for her Cert IV in Accounting. Natalie has a passion for photography and spends her spare time snapping away.
    Ainslie Simpson
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Ainslie Simpson
    CLIENT MANAGER
    Ainslie joined the bookkeeping team at Carbon after completing her Cert IV in Financial Services at WiseClick Training. She’s responsible for the setup, training and troubleshooting within the bookkeeping department. Ainslie ran the financial side of her husband’s business whilst bringing up their two sons. Outside of work, Ainslie enjoys cooking, the beach and running. She’s even run a marathon!
    Karlene Unwin
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Karlene Unwin
    CLIENT MANAGER
    Karly has extensive experience in office management roles in an array of industries including maritime, construction and real estate. Karly's favourite part of bookkeeping is learning about new software that can help clients save time through automation. Karly recently relocated from Townsville to Brisbane with her partner, two dogs and pet goanna.
    Laura Windus
    CA
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Laura Windus
    CLIENT MANAGER
    By all reports, Laura is a lifesaver and a valued member of the team. She somehow juggles work and family and is a pro at both. She leads a very active lifestyle and enjoys outdoor activities with her 2 young children. A big sports fan, Eagles supporter specifically which causes a bit of tension in the bookkeeping department. Laura Graduated from Curtin in 2010, with Bachelor of Commerce (with Distinction).
    Belinda Cantwell
    -
    CLIENT SERVICES
    Bookkeeping & CFO Services
    Belinda Cantwell
    CLIENT SERVICES
    Seeking a better work/life balance, Belinda completed her Cert IV in Accounting and Bookkeeping, in July 2020, after having been in the Public Service Industry for 17 years. On the weekends, she can be found baking or camping with her family. Belinda’s favourite place she’s travelled to is Egypt. She finds the history, architecture, and culture fascinating and if it weren’t for her photo evidence, she could easily believe that it was a dream.
    Penni Ditchmen
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Penni Ditchmen
    BOOKKEEPER
    Penni has been involved in the accounting industry since 1994. From these years of experience, she brings to Carbon her extensive knowledge in MYOB, GST and BAS. She prides herself in her ability to work closely with both her clients and alongside our accountants, making her an invaluable member of the team. Outside of work Penni runs a small online business specialising in custom made children’s clothing ordered all over Australia and overseas.
    Keziah Fitzgerald
    -
    BOOKKEEPER
    Bookkeeping & CFO Services
    Keziah Fitzgerald
    BOOKKEEPER
    Keziah has a Diploma of Accounting and is working towards her BAS agent registration. She is always ready to help others and is passionate about her work. Outside of work she loves to travel and is most likely to stop to pet dogs on a walk.
    Karen Johnston
    -
    TEAM ADMINISTRATOR
    Bookkeeping & CFO Services
    Karen Johnston
    TEAM ADMINISTRATOR
    Karen is part of the team at Carbon Roleystone, bringing a wealth of experience across multiple industries. She loves working for a tax accountant, which has shown to be a great learning curve for Karen. Karen is super active outside of work, walking her dog, Murphy around 45km a week! She loves travelling and experiencing other cultures, all whilst spending as much time as she can with her granddaughters.

    Featured in

    Quotes

    Carbon Group have been an awesome investment to our business. Their staff are super friendly and extremely helpful and their knowledge in cost savings first class.

    Waterwise Landscaping

    Carbon have assisted us to become more in touch with our business' progress as it has grown and developed.

    The House of Honey

    We love Carbon, they help us stay on track and grow our company with confidence. Plus they give us beer at meetings, what’s not to like?

    Bonnie Davies, Director, Gelo

    Our experience with Carbon has been fantastic. Our bookkeeping costs are the same each week which is great as we were hourly before and the fluctuation was hard to track.

    Cherratta Lodge

    I have confidence in Carbon to complete our work to a high standard and deliver work on time.

    Capital Brewing Co

    Since starting with Carbon Group, not only do I have a much better overall understanding of my business, but more free time to actually carry out the work required.

    Edwards Electrical and Solar

    We have been impressed with Carbon ever since we changed over. We love how there is a seamless integration of the accounting department and the bookkeeping departments.

    Compose Photography

    Carbon is an integral part of our support network for achieving our organisation’s mission. We continually receive knowledgeable, timely and generous assistance from both the bookkeeping team.

    Erin, Perth City Farm

    Fantastic serves, staff and very friendly. I would 100% recommend to anyone wanting a great accountant.

    Sam Madden

    Carbon Group are an amazing company and they certainly know what they're doing. Great staff, friendly and prompt service. I will recommend them to anyone!

    Nick Jones

    Carbon Group has helped reduced our bookkeeping and accounting costs by 50%

    Waterwise Landscaping
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