Xero Setup

Future-proof your business by switching to Xero. Be light years ahead of the competition, leverage a beautiful platform and the power of cloud accounting.

We’ll set you up right and right from the start. Choose from one of two levels—Basic and Advanced.

Xero Basic Setup/Conversion

  • Set up Xero Account, data file, & business information
  • Set up chart of accounts
  • Brand invoice with company logo
  • Adjust check settings
  • Set up live feeds from bank, credit card,&PayPal accounts
  • Import customer, supplier, & employee contacts
  • Add payment gateway

Xero Advanced Set Up/Conversion All of the above, plus…

  • Verification of conversion balances
  • Data import sales, A/R & A/P
  • Online training

Want us to keep the books? Learn more about our Bookkeeping Services.