Xero Set-up

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Set up and implement Xero for your business

Too busy to get Xero up and running? Not a problem!

Let the experts at Straight Forward Accounting handle the setting up of this efficient cloud-based accounting platform so you can focus on other things.

Choose from two options:

Xero Set-Up (training and support NOT included)

This service will ensure you transition with confidence into optimised online accounting. 

What’s included:

Conduct online or on-site kick-off meeting to identify key inputs, outputs and users

Convert current data from your existing accounting system to bring in your historical balances, contacts, payroll, sales and payable invoices

Configure your chart of accounts

Set up data feeds for bank and credit accounts with automated rules to facilitate easy reconciliation

Set up tracking categories for your business units and invoice templates branded with your logos

Set up and implement workflows

If appropriate, suggest additional software to increase your accounting and bookkeeping efficiency.

Please note:

** This service requires an active Xero subscription

** Straight Forward Accounting Solutions is a Xero Champion

** Straight Forward Accounting Solutions is certified as a Xero migration and payroll specialist

How it works

Contact Straight Forward Accounting Solutions to request Xero set up support. We will book a time to get started and let you know what we need. Once the initial kick off meeting has taken place and all required information has been received, your set-up will be completed within 14 days.  

After set-up is complete, a training session will be scheduled (if full implementation service purchased).

Your Investment

$500 plus GST for start-up business with no accounting software

$1,000 plus GST for established businesses converting from existing accounting software such as MYOB or Quickbooks.

Full Implementation Service (training and support included)

Access a complete service so you and your business can hit the ground running.

What’s included:

Xero set-up

Initial 2 hour training session on Xero

Post-Xero implementation telephone and email support (for one month)

Response to requests within 24 hours

This full implementation service gives you peace of mind as you develop skills and confidence to do your own online accounting. 

How it works

Contact Straight Forward Accounting Solutions to request Xero set up support. We will book a time to get started and let you know what we need. 

Your Investment

$1,000 plus GST for start-up business with no accounting software

$1,500 plus GST for established businesses converting from existing accounting software such as MYOB or Quickbooks.

If you have any questions before booking in and paying, feel free to book in a 15-minute free consultation.

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