Setup, Training & Review

XERO Certified Advisor

If you choose to look after your own books, we can make it easy for you. Whether you are setting up a Xero file, or just thinking about becoming a Xero user, we can tailor training to meet your specific needs.

Training pics books

Xero file set-up

Setting up your accounts in Xero includes:

  • chart of accounts
  • bank feeds
  • sales invoice template as per your requirements
  • basic purchase order templates
  • your payroll obligations including employees and superannuation
  • entering opening balances in the file, if required
Xero file set up

Xero Training

Tell us what you need and let us show the way to success. Training can be provided either onsite or remotely. It includes:

  • Adding/editing chart of accounts
  • entering sales/purchases
  • receipting sales income
  • recording expenses
  • payroll and related functions
  • uploading and saving source documents in Xero
  • reports – how they work and when to use them
  • petty cash

Training can be provided either onsite or remotely.

Xero file review

It is vital that your accounting software file matches your business needs and is set up correctly. A xero file review assesses:

  • your current file set-up, including chart of accounts and payroll
  • your general ledger
  • your bank accounts

We provide you with a bookkeeping review report and action plan.

Please contact us at 0401 409 573 or to find out more about our services.