Xero Setup for Sole Traders and Small Companies
Customised Xero Setup with Expert Support and Training
You know what your business needs, but setting up Xero correctly is essential to establishing strong financial foundations that support compliance and streamline your processes. That’s where we come in.
Our Xero Setup Service ensures everything is configured professionally from the start, saving you time and giving you confidence in your financial systems.
Here’s how it works:
Understand Your Needs: In our initial video conference session, we’ll gather your requirements, discuss the best options for your business, and set up your subscription and bank feeds.
Expert Configuration: After the session we’ll configure your Xero file to align with your business operations.
Tailored Training: You’ll receive a customised walk-through training video specific to your setup, making it easy to start using Xero.
Ongoing Support: Enjoy two weeks of post-training email support to answer your questions and ensure a smooth transition, with further support and training options available.
With our help, you’ll avoid costly mistakes and feel confident managing your finances from day one.
Book your free 15-minute discovery call to discuss your needs. Want to ask a quick question first? Send us a message here.