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
  • 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.

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 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

    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 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

    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 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)

    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. He co-founded Carbon with Nathan in 2014 and is the foundation of our bookkeeping team. Aside from Carbon, Jamie spends his time as a board member for multiple tech start-ups and believes in giving back to the community.
    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. He enjoys providing financial support to his clients which results in their business growing.
    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.
    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. In 2020, Kate became a Bookkeeping & CFO Services partner and works from our Mornington Peninsula office.
    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.
    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!
    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.
    Dale Ettridge
    CA
    ASSOCIATE PARTNER
    Bookkeeping & CFO Services
    Dale Ettridge
    ASSOCIATE PARTNER
    A Chartered Accountant with a background in Audit, Dale joined us as Manager - Enterprise Advisory looking for a new challenge. In less than a year, Dale stepped into the role of Associate Partner in our Bookkeeping & CFO Services division. One of Dale’s favourite parts about his work is the opportunity to get to know people, and he loves a good chat. 
    Addie Choon
    -
    MANAGER - ENTERPRISE ADVISORY
    Bookkeeping & CFO Services
    Addie Choon
    MANAGER - ENTERPRISE ADVISORY
    Addie joins our Bookkeeping & CFO Services team as our newest Enterprise Advisory Manager. With a background in audit, Addie joins us from Hall Chadwick WA looking for a new challenge and new ways to help his clients. When Addie’s not at work, you can find him spending time outdoors with his family and friends. He speaks four languages, which is considered pretty normal in Malaysia and only has two things left on his bucket list: sky diving and hunting.
    Jackie Crook
    -
    PRACTICE MANAGER
    Bookkeeping & CFO Services
    Jackie Crook
    PRACTICE MANAGER
    Having worked in the bookkeeping industry for 20 years, Jackie brings a heap of knowledge and experience to our Brisbane team. Being able to pull data together to present real business concerns is something that Jackie finds really rewarding about working in bookkeeping. When she’s not at work, you can find her exploring hidden gems in Brisbane with a book and glass of wine in hand.
    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.
    Jessica Bell
    CA
    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.
    Maria Benitez
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Maria Benitez
    CLIENT MANAGER
    Maria joins our Brisbane team with over 14 years of experience in the accounting and finance industry. Maria has been exposed to a variety of industries including pump engineering, tourism, and education. Her experience as well as her graduate and post-graduate qualifications in Finance, Accounting and Project Management has allowed Maria to deliver high quality service to her clients. Maria’s perfect weekend is the perfect balance of an active Saturday spent exploring the city and a quiet Sunday at home with her family.
    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.
    Donella Curley
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Donella Curley
    CLIENT MANAGER
    With an Advanced Diploma in Accounting and 15 years of experience working in the accounting and bookkeeping industry, Donella is an asset to our Bookkeeping & CFO Services team. Her favourite thing about the industry is helping her clients improve their business by upgrading their business systems. When Donella isn’t at work, you can find her off on adventures around Western Australia with her twin boys!
    Keziah Fitzgerald
    -
    CLIENT MANAGER
    Bookkeeping & CFO Services
    Keziah Fitzgerald
    CLIENT MANAGER
    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.
    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.
    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!
    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.
    Simone Colreavy
    -
    PAYROLL SPECIALIST
    Bookkeeping & CFO Services
    Simone Colreavy
    PAYROLL SPECIALIST
    Originally from Ireland, Simone moved to Perth in 2012 and hasn’t looked back since. She started her career back in Ireland after completing a Bachelor of Business Studies majoring in Accounting and Finance. Simone’s favourite thing about working in bookkeeping is that through her role she can help her clients not only understand their numbers but help them improve their processes. With two young children, Simone’s weekends are pretty full with sports, dance classes and parties but she does love catching up with her friends for dinner.
    Aswathy (Ash) Muraleedharan
    -
    JUNIOR FINANCIAL ACCOUNTANT
    Bookkeeping & CFO Services
    Aswathy (Ash) Muraleedharan
    JUNIOR FINANCIAL ACCOUNTANT
    Ash joins our Bookkeeping team in Osborne Park as a Junior Financial Accountant. She is currently doing a Master of Professional Accounting at ECU and has held graduate roles at two other accounting firms. Ash finds working in accounting to be a very rewarding career because when there is trust and respect between an accountant and client, great things can happen. Her stress reliever is dancing and when she is not at work, you can find her trying new breakfast cafes.
    Karen Wishart
    -
    PERSONAL ASSISTANT
    Bookkeeping & CFO Services
    Karen Wishart
    PERSONAL ASSISTANT
    Having lived in Chicago, Illinois for the past 18 years, Karen is enjoying settling back into living and working in Perth. A woman of many trades, Karen has developed her skills by working in a variety of industries most notably as a Registered Nurse, Medal and Legal Analyst and Dealers Assistant. Being a personal assistant in an accounting firm is a first for her and she’s excited for the challenges that it brings. Karen is an avid swimmer and on her days off can be found at the beach soaking up the sun or doing Jung Shim, a Korean energy healing practice.

    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

    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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