Xero Setup, Xero Training and Xero Assistance

We specialize in setting up Xero accounting software for small to medium sized businesses plus ongoing bookkeeping and BAS agent services if needed using Xero on a weekly, monthly or quarterly basis.

We prefer to work on mainly cloud based accounting software and currently do not have anyone who could assist you in your office on a regular basis.

Are you looking at signing up for Xero software as your friends are 1330492385jCUPfnalready using it and have told you how good it is or have you already signed up for the 30 day free trial version and taken one look at it and decided you need some help? Online video assistance doesn’t always work for everyone?

One On One Xero Accounting Setup and Training

  • We offer one on one Xero help, training and assistance at a time convenient to you in our office in Belrose.

  • We no longer offer the monthly training course as we have actually found that there is more demand for one on one training because that way we can deal specifically with individual business’ accounts, it is more relevant and hands on. Xero is a practical program that is best learnt by using it for your own business.

  • We generally complete the initial Xero datafile setup in our office in Belrose. You are welcome to sit and watch whilst we set it up so you can provide us with the information we require plus you can see where you may need to come back to later but there is not a lot of hands on practical training during this initial setup phase.

  • We will generally bring in your missing bank transactions to work on and do some training but it really is best for you to use the program for a couple of weeks and then come back for some further training setting up bank rules, coding off transactions and running reports, etc and most importantly, what to do if you have made a mistake or even more important, how do you know if you have made any mistakes.

We can also convert your current MYOB datafile over to Xero for you. It usually only takes a couple of days and you can still keep one year of your history plus all of your contacts, etc. You can be using your accounts again in no time, after a little training on Xero of course.

Xero pricing is based on the number of employees you currently have starting at $50 per month including GST, for more information please visit www.xero.com or give us a call.

If you look at the price per month, consider the fact  that the cost may only be one hour of your time each month if that and you will be amazed at how many hours you will save. We don’t work on a commission basis with Xero, we just like the program so much we want you to take advantage of the new technology to save yourself time and energy.

The other day I had a new client in the office who was using the old tax office software program, E Records and wasn’t looking forward to entering all of his transactions for the 2016 year so he could finalise his tax. We ended up bringing in all of his transactions into Xero in one go from his bank and used the cash coding option and his accounts were almost finished by the time he left the office that day. He was simply amazed.

Xero is a good software program but only if it is setup correctly from the beginning with your organisation settings, email settings, invoice settings and bank rules specifically designed for your business.

Please give us a call to discuss your options.www.xero.com.au

We are Gold Certified Xero Advisors plus Xero Champions which means we have completed extra training and have quite a number of clients currently using Xero where we either manage their accounts or just assist them when necessary.

We actually love it when our customers tell us they no longer need us to code their accounts or prepare and lodge their BAS as it means we have trained them well and they are confident doing it all themselves, they may give us a call or email us now and again which they know they can do but basically they do it on their own as it doesn’t take that long anymore because Xero is so user friendly and time saving.

Our aim is to show small business owners, bookkeepers and anyone else interested in Xero the benefits and time saving options that are available in this exciting new online accounting software.

We have been using Xero accounting software for many years for a variety of different businesses so we have a good understanding of what you need as a small business and we definitely know our way around Xero.

How can we assist you?

  • setting up Xero correctly in the first place so it is easier to use.

  • Did you sign up for the free trial and then realise it all looked a bit overwhelming?

  • We can show you how to use it so it saves you time and effort and let you get back to more important things.

  • Raise invoices in the system, email them out and keep track of who has paid you easily.

  • See when someone has opened the invoice.

  • Send out automatic reminders on a 7,14 or 21 day or other basis, there is nothing better than getting an email from a client saying they are sorry they overlooked your invoice and they have just paid and you haven’t actually had to do anything yourself to get this great response.

  • Input bills or supplier invoices into the system and make batch payments so you only need to upload one file to the bank and it will distribute all of your payments for you plus send out remittance advices at the same time.

  • Code and reconcile all of your transactions on a timely basis quickly once you have some bank rules setup to take advantage of the automatic feeds coming in from your bank overnight.

  • Or, if you need to code all of your transactions for last year’s accounts, we can do that fairly quickly by using cash coding. Don’t spend time entering all of your transactions for last year yourself, you may have a better and more efficient option available depending on which bank you are with.

We offer one on one Xero help, training and assistance at a time convenient to you in our office in Belrose. We prefer to use our office premises as it is setup with our screens and equipment and we can move around the program in a more efficient manner.

We no longer offer our one day course as we have actually found that there is more demand for one on one training because we can deal specifically with individual business’ accounts, it is more relevant and hands on.

Xero is a practical program that is best learnt by using it for your own business.

What is Xero and how does it work?

Xero is small business accounting software that runs in the cloud. This means all your financial data is stored online – so you can access it anywhere, anytime, from any device with an internet connection. The Xero accounting application was designed specifically for small businesses. It’s easy to use and will save you incredible amounts of time, transforming the way you run your business. Small businesses actually say they find using Xero fun!
Cloud accounting Cloud-based accounting systems like Xero run in real-time, which means your data is always up-to-date. There’s only one version of it, so you can connect from the office, at home or on-the-go – no more being tied to your desktop!
Collaborate online Xero uniquely provides a single platform where small businesses and their advisors can collaborate easily online. You can choose who you want to give access to your financial data, then log in and look at the same figures at the same time, without any complicated processes.
All of Xero’s features have been created to make small business accounting easier.
What’s really exciting is that Xero’s features are constantly growing and adapting to the needs of small businesses – and all updates are free! Xero works with hundreds of Add-on apps Xero integrates with a large network of Add-on applications to help you manage all aspects of your business. These include point of sale, time tracking, inventory management, invoicing and job systems plus a wide range of other specialised software.

Watch a short introductory video here: https://tv.xero.com/

Try Xero for free If you’d like to revolutionise the way your business does accounting, Northern Beaches Bookkeeping Solutions can help you set up a free trial of Xero. If you do decide to sign up, you’ll only pay a small, monthly, pay-as-you-go subscription fee. There are no contracts and you can easily upgrade or downgrade your package at any time. To find out why small businesses all over the world love doing their accounting online with Xero, contact us today. We can also assist with setting up your new Xero for a small fee, you really want to have it setup correctly from the start to get the best benefits from the program and to save yourself time and money.