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-based accounting 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.

Xero Bookkeeping Training Pricing

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)

Pamphlets about Xero

Frequently Asked Questions

Xero is a cloud-based accounting software platform designed primarily for small and medium-sized businesses. It offers a comprehensive suite of tools and features to help businesses manage their financial operations efficiently. Key features include:

  1. Online invoicing and billing
  2. Bank connections and reconciliation
  3. Payroll management
  4. Expense management
  5. Financial reporting
  6. Inventory management
  7. Project tracking and time management
  8. Tax compliance and reporting
  9. Multi-currency support
  10. Dashboard and financial overview
  11. Cloud-based accessibility
  12. Integrations and add-ons

Xero is a great option for large teams and small to medium-sized businesses that need high-level accounting systems. Xero is widely recognised as one of the leading accounting software solutions for small and medium-sized businesses due to its comprehensive set of features, user-friendly interface and strong emphasis on cloud-based collaboration and accessibility.

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. Benefits of Xero include:

  • Ease of Use: Xero’s intuitive interface and straightforward navigation make it accessible even to those with minimal accounting knowledge.
  • Real-Time Data: Continuous updates and real-time processing mean that businesses can rely on up-to-date financial information.
  • Collaboration: Multiple users can access the platform, which facilitates collaboration between business owners, accountants and bookkeepers.
  • Security: Xero uses advanced security measures, including two-factor authentication and encryption, to protect sensitive financial data.
  • Scalability: The platform can scale with the business, accommodating growth and changes without requiring a software change or upgrade.

Read more about why Xero is the right accounting software for your business here.

Xero is generally considered to be user-friendly and accessible, making it a good choice for beginners who are new to accounting software. Its design focuses on simplicity and clarity, which helps reduce the learning curve for new users. Some people might be able to pick up the basics of the software in a few hours, while others might need a few weeks or more to feel comfortable using it. The best way to learn Xero is to set aside some time each week to work on it, start with the basics, and gradually build your skills over time.

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.

  • Xero is more user-friendly and better suited for those who need robust, real-time, cloud-based financial management with a lot of integrations. It is ideal for small to medium-sized businesses looking for an easy-to-use, comprehensive solution.
  • MYOB offers both cloud and desktop options, making it suitable for businesses that may prefer a more traditional accounting approach or need strong local compliance features, particularly in Australia and New Zealand.

Both platforms are strong contenders in the accounting software market, but the choice between them often depends on the specific needs, the scale of the business, and the preference for cloud vs. desktop solutions. If you’re stuck between the two, read our comparative analysis here.

Xero is a popular cloud-based accounting software that offers several advantages, making it a favoured choice for small to medium-sized businesses. Here are some of the key benefits of using Xero:

  • User-friendly interface that is easy for non-accountants to understand and navigate.
  • Routine tasks like invoicing, entering bills and reconciling bank transactions are streamlined.
  • Financial data is updated in real-time, providing up-to-date insights into your business’s financial health.
  • Access detailed reports such as profit and loss, balance sheet and cash flow statements anytime to support informed decision-making.
  • Being cloud-based, Xero allows you to access your financial data from any device with an internet connection, anywhere at any time.
  • Xero uses advanced security features, including encryption and two-factor authentication, to keep your data safe.
  • Automatically import bank statements into Xero and reconcile transactions quickly to save time.
  • Set up recurring invoicing and automatic payment reminders for customers.
  • Xero offers unlimited user access with custom permission levels, enhancing collaboration among team members, accountants, and bookkeepers without additional costs.
  • Keep track of who does what with robust audit trails that monitor user activity within the software.
  • Over 800 third-party apps can integrate with Xero, including tools for CRM, inventory management, time tracking and more.
  • Developers can use Xero’s API to create custom integrations, ensuring that Xero works seamlessly with other business systems.
  • Xero’s mobile app lets you manage your business finances on the go.
  • Track and manage employee data, including leave, expenses and timesheets.
  • Connect with services like PayPal, Stripe and others to receive payments faster.
  • Xero offers comprehensive support through online resources, training and a community forum where users can get help and advice.

While Xero automates many accounting tasks, an accountant or bookkeeper is essential for comprehensive financial management. They offer expert advice on complex issues like tax and compliance that software alone can’t provide. These professionals ensure accuracy in your financial records, help prevent costly errors, and save you administrative time. Read more about the benefits of having both Xero and an expert on board here.

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.

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.

Xero webinar

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.

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    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)

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    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

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    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 the bookkeeping team.

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    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!

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

    Waterwise Landscaping
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