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Xero Setup + Training

Are you a new entrepreneur looking to streamline your financial management, or perhaps you’ve been grappling with cumbersome Excel spreadsheets for too long? It’s time to embrace the efficiency and power of Xero with the expert guidance of Heart Bookkeeping’s team of Xero Certified Advisors. Our comprehensive Xero Setup + Training package is here to simplify the process for you and start you on the path to success.

Xero Setup

A solid foundation for success

Our team of Xero Gurus are highly trained professionals with a deep understanding of Xero’s features and functionalities. They’ll ensure your setup aligns with your unique business needs, helping you maximise the software’s potential from day one.

One of the critical aspects of Xero setup is configuring a chart of accounts that is tailored to your business. We will work closely with you to understand your industry, business structure, and financial reporting requirements. This allows us to create a customised chart of accounts that accurately reflects your financial transactions and enables meaningful financial reporting.

Accurate financial statements are essential for making informed business decisions. Incorrect opening balances or missing transactions from your pre-Xero life, can lead to financial discrepancies and confusion. Our experts review and set your opening balances and import any missing data to ensure error-free financial statements from the very beginning.

An important part of the Xero setup is ensuring your financial and tax settings are correct for your business. These are the “back end” settings that drive your file and ensure you’re reporting correctly to the ATO.

Your business is unique, and your Xero file should reflect that. We help you personalise your sales invoices to match your brand’s identity and to ensure your customer have all the information they need to be able to pay you.

Are you sending out invoices from Xero? If so, we recommend you consider connecting an online payment option for your customers. Invoices with an option to ‘pay now’ get settled faster. In fact, research shows that having an online payment method linked to your invoices will help your business get paid 35% faster.

Instant payment gateways generally cost nothing to set up, but there is a charge for each transaction. The fee works out to somewhere between two and four percent of the value of the invoice. Some providers allow the invoicer to pass the cost onto the end customer.

It’s a good idea to create 2 x invoices templates, one with a ‘pay now’ option, and one without. Then the business can choose when they offer it or who they offer it to. Many businesses keep fees down by only offering payment services on invoices less than $5,000.

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Xero Training

You’ve moved to Xero, so now what? If you’re going to be handling some or all of your own bookkeeping then you’ll need to know how to navigate Xero and manage your Xero data.

That’s why as part of our Xero Setup package we provide you with both one on one training and access to our Xero Online Training platform, ensuring that you can make the most out of your move to Xero.

Our Xero Online Training + Support platform is your key to success. This dynamic, on-demand resource provides you with access to a library of comprehensive training videos. These videos are thoughtfully designed to improve your understanding of Xero’s key features, guiding you through a logical sequence of lessons to build your expertise step by step.
PLUS: Get Xero Support from our team of Xero Certified Experts

Empower Yourself with Knowledge

We understand that small business owners managing their own finances can be doing their bookwork at all hours of the day and any time in the week. That’s why we’ve created an on-demand resource so you can jump on when it suits you.

We believe in the power of learning by doing. That’s why we encourage you to engage with the Xero Online Training modules while you’re actively managing your own bookkeeping. This hands-on approach ensures that you not only grasp the theoretical aspects but also gain practical experience that is directly applicable to your business needs.

At Heart Bookkeeping, we take pride in our team of Xero Certified gurus. Our trainers possess a deep understanding of Xero’s intricacies, and their expertise can be tapped into during our live weekly Xero Support webinars. Just submit your question and those with the highest demand will be featured in the session.

We believe that learning is an ongoing journey. With our Xero Online Training platform, you can revisit lessons and stay up-to-date with Xero’s ever-evolving features, ensuring that you remain at the forefront of financial management in your business.

Need a more tailored approach to your learning? Heart Bookkeeping also offer One-to-One training if you’re looking for specific support in Xero. Our One-to-One training packages include two months of access to our Xero Online Training platform so you get the best of both worlds!

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Our Pricing
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Xero Setup + Training

If you’re new to business or have been struggling with excel spreadsheets, now is the time to get set up on Xero with the support of Heart Bookkeeping’s team of Xero Certified Advisors.

  • Set up Xero including chart of account, financial settings and invoice template
  • Connect unlimited bank accounts
  • Import pre-Xero bank transactions or cut-over journal as applicable
  • Import client and supplier lists and inventory/service items
  • Connect payment gateways (if required)
  • Payroll and auto super set-up (Add $150 + GST)
  • 2 hours one on one Xero Training
  • 2 months access to our Xero Online Training  + Support platform
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Xero Setup + Bookkeeping

Can’t stand the thought of doing your own bookkeeping? Let Heart Bookkeeping take away your bookkeeping pain by adding bookkeeping to your Xero set up package.

$500 GST
  • Set up Xero including chart of account, financial settings and invoice template
  • Connect unlimited bank accounts
  • Import pre-Xero bank transactions or cut-over journal as applicable
  • Import client and supplier lists and inventory/service items
  • Connect payment gateways (if required)
  • Payroll and auto super set-up (Add $150 + GST)
  • Xero bookkeeping
  • Payroll and superannuation
  • Activity Statements and other business compliance

We work on your business remotely using Xero accounting software. We are available by phone or email and we customise our bookkeeping solutions to meet the changing needs of your business. Our fixed fee pricing structure means no nasty bill surprises and ensures we’re always working hard to create efficiencies in your bookkeeping processes.

We understand that each small business owner is at a different stage in their business journey so we have packages that support you through each of these stages. Those ready to get on top of their cash flow struggles should check out “The Cash Flow Project”

Why pay for the time spent rather than the results achieved? We don’t charge an hourly rate, but instead provide you with a fixed fee solution so you know exactly what to budget for, providing you with cost predictability and removing the possibility of bill shock.

Fixed fees align our interests with yours as we have every reason to make your bookkeeping processes more streamlined and reduce the amount of time you spend on bookkeeping related tasks.

At Heart Bookkeeping we only use and recommend Xero online accounting software. Born in the cloud just like us, Xero provides small business owners with a user-friendly accounting experience and can handle all your day-to-day bookkeeping tasks as well as connecting with over 1,000 apps to simplify tasks such as payment collections, inventory, job management, CRM and more.

If you’re currently using another accounting software or struggling on excel, Heart Bookkeeping can get you set-up on Xero and transfer your important contact, payroll and other business information across so that you’re up and running in no time.

Yes we do! Depending on your learning style you can choose between two different delivery methods for your Xero training with us:

  1. Self-Paced Online Xero Training ($49 per month)
    This is an affordable option for those who want to get their head around the basics of using Xero. Our training videos take you through the basics of each area of the Xero platform and give you access to downloaded checklists so you can ensure you’re on the right track.

    We’re always adding new content to the training portal so you can build on your basic knowledge over time and gain confidence in the quality of your Xero numbers.
    Learn more here 

  2. One-on-one Training via Zoom or in person ($550)
    This Xero training option is suited to those who want a customised approach to their Xero education. It’s a way to fast-track your learning as we customise this training to focus on the areas that are relevant to your business and you can ask us questions that relate to your business and your Xero file.

    You get 2 hours with one of our Xero certified gurus + up to one hour of additional phone and/or email support in the 2 weeks following your training session.
    We also give you FREE access to our Xero Online Training platform for one month so you can access our downloadable checklists and additional training content.
    Learn more here 

We believe you get the best value out of working with us when we connect with your accountant so we’re all working together.

During the onboarding phase we reach out to your accountant to introduce ourselves and give them an overview of the services you’ve engaged us to deliver. We ask them to provide us with information that will help us do our job and that will ensure we provide them with a Xero file they’ll love.

We also touch base with them at key points in the year to update them on your business performance and get guidance from them on varying the business’s quarterly tax instalments you’re paying to the ATO if needed. After the end of the financial year we send them all the information we know they’ll need to get started on your tax and financial statements and make ourselves available for any queries they may have.

Coming from a public practice background, the leaders at Heart Bookkeeping have been on the receiving end of client and bookkeeper-prepared Xero files just like you, and know the difference a great bookkeeper can make to both your client and your accounting firm.

Heart Bookkeeping partners with responsive and proactive accountants and accounting firms to get the best outcomes for our mutual clients. Not only do we provide you with beautiful Xero accounting files and year end workpapers, we flag any changes in the client’s business that may require your advice and expertise. We also handle all your client’s Xero and transaction level queries so you have more time to spend on services such as tax planning and business structuring that will make a real difference to the lives of your client.

Find out how you can partner with Heart Bookkeeping here