Xero setup and migration

Whether you’re frustrated with your current accounting system, you’ve never had an accounting system, or you’re completely starting from scratch, we can help


STARTING NEW      MIGRATING SYSTEMS

Success. Built from the ground up.


Getting the foundations right are absolutely imperative. That’s why we work hard to assist businesses in setting up and/or moving them from existing accounting software across to Xero. 

STARTING NEW    MIGRATING SYSTEMS

Brand new and starting from scratch?

We use the following process to determine how Xero can help you.

1


ANALYSE

We undertake an analysis to determine whether Xero is the right solution for your business, and the best strategy for conversion.

2


DISCUSS OPTIONS

Depending on your existing systems and complexity, there are a number of different options that are available.

3


IMPLEMENTATION AND TRAINING

We will provide training to you and your staff on the most effective way to utilize Xero in your business.
 

  

Your Xero setup is completely customized and specific to you and your business, with full training and support provided. 

All our staff are Xero Certified Partners, and undergo regular skills enhancement, evaluation and training.


BOOK A CONSULTATION    GET A QUOTE

Wanting to move from another accounting software to Xero?

If you’re wanting to move from another accounting software to Xero, we want you to know that its not as complicated as you think. We use the following process to assist.

1


REVIEW

We will undertake a review of your current accounting data file to ensure that its ready for conversion.

2


DISCUSS OPTIONS

Depending on your existing systems and complexity, there are a number of different options that are available.

3


IMPLEMENTATION AND TRAINING

We will provide training to you and your staff on the most effective way to utilize Xero in your business.
 

  

Your Xero setup is completely customized and specific to you and your business, with full training and support provided. 

All our staff are Xero Certified Partners, and undergo regular skills enhancement, evaluation and training.


BOOK A CONSULTATION    GET A QUOTE

"If you're looking for a great accounting application for your small business, I cannot recommend Xero enough. And if you decide to make that switch, let Cassandra help you get it implemented.

She has been a delight to work with and been a terrific asset to our company."

RICK MATHIES| Principal, Egoscue Inc - Austin, Texas

 CONTACT US

Want to see if Xero is right for you?

We offer a full-featured demonstration and discussion about your business and how it could work with Xero for just $99! And, if you decide to engage our services further, we'll offset this cost against your first invoice. 


GET MY DEMONSTRATION


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