xero set up

Get set up with Xero, right

So you can DIY right

 Start well with Xero set up and training 

  • Xero set up 
  • Xero training
  • Track your finances
  • Peace of mind
  • Xero gold partner

We get it, sometimes when you’re running a business, you just need to do things yourself. Like your invoices, GST and accounts. 

And with great accounting software like Xero, you can do that as long as you have time and know what you’re doing.  

As a Xero Gold Partner, we’re here to set you up with everything you need to DIY so you have the peace of mind of knowing you’re on the right track. You won’t look back.

For when you want to DIY

$300 upfront (+ you’ll pay Xero a monthly fee)

If you just need a bit of help to make sure you’re on the right track, our DIY service is for you. We will:

  • Set up Xero and its automated bank feeds plus a simple chart of accounts (that’s accountant speak for a list of expense/revenue categories)
  • Run a 1 hr Xero training session
  • Show you how to reconcile your bank account, including GST tracking
  • Show you how to raise customer invoices

Wondering how GST works? We’ve got an FAQ for that.

If you’re registered for GST, you’ll need to lodge a quarterly BAS. Many of our DIY clients ask us to review the GST treatment in their bookkeeping and prepare and lodge their BAS for them, to make sure it’s done right. It’s an extra $50/month – that’s pretty cost-effective peace of mind.

And when you’re ready to take the next step, check out our bookkeeping and accounting packages.

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