Xero Setup

Our Xero Setup Service

As Xero certified advisors and Xero Gold Partners, we can take the pain and hassle out of setting up your new business’ Xero account.

Xero is online account software designed to be easy to use and designed to simplify your day to day business bookkeeping. However, it doesn’t mean it comes setup and ready to go without a bit of time investment. Your business has particular requirements and methods of bookkeeping, and that’s where we can help you begin.

How to Begin

To get started, simply book a Xero Setup consultation with one of our certified advisors – and from there we will go through all your requirements and ensure your account is ready to meet your business demands from the outset. We can setup everything your business requires including bank feeds, account names, payroll, and much more. We will even customize your dashboard and setup all the user accounts you require.

Xero Setup Tasks

There can be a lot of work in setting up your bookkeeping software depending on the size of your business, so it’s beneficial to let the experts handle this. There are lots of things to consider, such as setting up contacts, bank accounts & feeds, dashboards, invoicing templates, team member logins & payroll for employees. All of this can be done quickly and easily as part of our Xero setup service.

• Adding organisation and financial information – this information will include your business name, ABN, business logo and activity statement settings.
• Setting up access for your accountant or bookkeeper
• Setting up chart of accounts
• Connecting your bank account – you can manually import bank statements if you wish or connect a bank feed for automatic transaction imports
• Entering your account opening balances
• Importing contacts
• Plus much more

Save the stress and make an appointment with Innovative Accounting and Tax to kick-start your business books with Xero. Use the “Make a Booking” link on this page, call 08 9478 1338 or email Melissa@iaat.com.au to get started with Xero.