Xero, MYOB & QuickBooks setup and training
As Certified Xero, MYOB and QuickBooks Advisors, we set your software up properly, clean up messy files, move you between systems and train your team to use it with confidence.
Prefer to talk first? Book a free 15-minute call.
- Certified Xero Advisors
- Certified MYOB Advisors
- Certified QuickBooks Advisors
- Australian-based team
What’s included
Software that’s set up right and a team that knows how to use it.
Software setup
- Chart of accounts
- Set up to suit your business.
- Bank feeds
- Connected for daily transactions.
- Invoices & bills
- Templates and settings ready.
Migration
- Switching software
- Between Xero, MYOB and QuickBooks.
- Opening balances
- Carried across and checked.
- Data transfer
- Key records moved across.
File clean-ups
- Reconciliations
- Unreconciled items sorted out.
- GST coding
- Codes corrected before your BAS.
- Duplicates
- Old and duplicate entries cleared.
Training
- For you & your team
- Sessions at your level.
- Everyday tasks
- Invoicing, bills and bank recs.
- Reports
- Reading your P&L and balance sheet.
Apps & integrations
- Add-on apps
- Payroll, POS and inventory apps.
- Online sales
- Shopify, Stripe and PayPal linked.
- Payroll setup
- Employees and STP set up.
Ongoing support
- Bookkeeping packages
- From $995 + GST a month.
- BAS & tax ready
- Books ready for BAS and tax time.
- Questions answered
- Help when you’re unsure.
How it works
- 1
Free 15-minute call
Tell us which software you use and what isn’t working.
- 2
Fixed-fee quote
We review your file and confirm the fee in writing.
- 3
We set it up
We set up, clean up or migrate your file and train your team.
Software questions
Which software should I choose?
It depends on your business, how many people use it and the apps you need. Our Xero vs MYOB vs QuickBooks guide compares them, and we’re happy to recommend one on a free call.
Can you move my file from MYOB to Xero, or the other way?
Yes. We migrate between Xero, MYOB and QuickBooks, carry across your opening balances and check them. How much history moves across depends on the systems involved, and we’ll confirm that before we start.
My file is a mess. Can you fix it?
Yes. We clean up unreconciled transactions, GST coding and duplicate entries so your books are ready for BAS and tax time. We look at your file first and give you a fixed-fee quote.
Do you train staff?
Yes. We train you and your team on everyday tasks such as invoicing, entering bills, bank reconciliations and reading your reports.
Can you keep the books for me afterwards?
Yes. Our bookkeeping packages start from $995 + GST a month, or we can quote for a mix of help and training.
Get your software working for you
Book a free 15-minute call and get a fixed-fee quote within 1 business day.