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Xero Setup or Migration

Join the millions of businesses worldwide that trust Xero to revolutionise their financial management. Say hello to streamlined bookkeeping and accounting, growth-focused decision-making, and a brighter financial future. Experience the Xero advantage today with one of Heart Bookkeeping’s Xero setup packages!

Comprehensive Xero Setup Services

If you’re a small business owner setting up Xero for the first time, enlisting the expertise of a Xero Certified Advisor is a smart move that can help you unlock the full potential of Xero.

Setting up a Xero file for your business can be relatively straightforward if you know what you’re doing, but there are common mistakes that business owners can make when they try to do it themselves. Here are some of the common mistakes to watch out for:

Failing to set up an appropriate chart of accounts can lead to confusion and errors in financial reporting. It’s essential to tailor the chart of accounts to your specific business needs.

Many business owners may not fully understand the capabilities of Xero, leading to underutilisation of its features. Lack of proper Xero training can result in missed opportunities for streamlining processes and saving time.

Entering incorrect opening balances for your accounts can lead to inaccurate financial statements, which can be problematic for your accountant come year end and cost you more in accounting fees to fix up the errors

Most business owners set up their Xero files after they’ve started their business. This means that they’ve already missed capturing some of the businesses financial transactions.

Xero offers various tax settings that need to be configured correctly based on your location and tax obligations. Failure to do so can result in incorrect calculations and reporting.

Xero allows for customisation of invoices, reports, and templates. Not taking advantage of these features may result in unprofessional-looking documents.

Engaging a Xero Certified Advisor such as Heart Bookkeeping can help you avoid these common mistakes and empower you to manage your finances efficiently, reduce errors, and focus on what you do best – running your business.

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Migrating to Xero from another software

If you’re looking for a better way to manage your business finances it’s time to switch to Xero! Beautiful accounting software, born in the cloud, and connectable with over 1,000 apps to help you drive your business forward.

Transitioning from another accounting system can be daunting. Heart Bookkeeping will ensure a smooth transition, migrating your historical data accurately so that you’re up and running as quickly as possible on Xero with minimal disruption to your business.

We have helped hundreds of businesses with their Xero migration, converting from MYOB, Quickbooks and Reckon.

Why Choose Xero?

Xero is a cloud-based accounting solution, which means you can access your financial data from anywhere, at any time. Unlike other software like Reckon and MYOB, Xero was built in the cloud. Xero runs through any web browser therefore you can access it from any device, wherever you are and you never need to do updates to ensure you’re running on the latest version – Xero handles all this in the background without any hassle or frustration to the user.

This differs from MYOB and Reckon which requires you to have the application installed on your device to be able to access it. It also means that as updates are made by the software company you need to update your version to be able to continue to use your file. No thank you!

Xero seamlessly integrates with over 1,000 apps, enabling you to customise and streamline your accounting processes. Whether you need help with invoicing, payroll, inventory management, or any other aspect of your business, there’s an app for that in Xero’s App Marketplace.

Xero’s user-friendly interface makes it easy for business owners and their teams to navigate the software. You don’t need to be a finance expert to make the most of Xero’s features. Our clients that have moved from other accounting software tell us they find it so much easier to move around Xero.

With Xero, you’ll always have access to real-time financial insights. Monitor your cash flow, track expenses, and stay on top of your financial health with ease. And Xero’s single ledger approach means you can invite your accountant, bookkeeper and business coach into your Xero file and they are all looking at the same information. This makes it super easy to collaborate with your team of financial experts to drive your business forward.

Make the move to Xero today with Heart Bookkeeping’s team of Xero Certified Experts.

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Our Pricing

Xero Setup

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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.

From
$660
  • Set up Xero including chart of account, financial settings and invoice template
  • Connect unlimited bank accounts
  • Import pre-Xero transactions where required
  • 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 of one on one Xero Training
  • 2 months access to our Xero Online Training + Support platform

Xero Migration

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Xero Migration + Training

Move from your existing accounting software to Xero with minimal disruption to your business and while maintaining your key customer, supplier, payroll and other financial data.

From
$990
  • All the inclusions of the Xero Setup + Training package
  • Advise you on the best migration path and timing
  • Cleanse data from your previous system
  • Migrate your historical data/enter conversion balances

Xero Setup FAQS

Absolutely! We offer both Xero Online Training and one-on-one Xero training to help you get the most out of Xero.

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 ($99 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.
  2. One-on-one Xero 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.

Yes, our Xero Online Training package comes with UNLIMITED Xero Support, ensuring you have continuous assistance whenever you need it. Whether you encounter technical issues or need help optimising your setup, our team is always ready to assist.

We also offer bookkeeping packages are completely customised to your business needs and based on fixed fee pricing, so there are no surprises.

The Xero setup process typically takes between one to two weeks, depending on the complexity of your business needs and the amount of data that needs to be migrated.

Absolutely! Xero is designed to be flexible and scalable, making it suitable for small businesses, as well as larger enterprises, with features that can be customised to meet your business needs.

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Nestled in the picturesque Northern Rivers region of New South Wales, Lismore is a vibrant and culturally rich city that beckons residents and entrepreneurs alike. With its stunning natural surroundings, a thriving economy, and a strong sense of community, Lismore and its surrounding areas offer an appealing blend of lifestyle and business opportunities.

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Located in the tropical north of Queensland, Townsville is a thriving city renowned for its unique blend of natural beauty, economic opportunities, and welcoming community. With its stunning landscapes, strong economy, and numerous amenities, Townsville has become an attractive destination for both residents and entrepreneurs looking to start or expand their small businesses.

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Heart Bookkeeping was intentionally built in the cloud, providing services to our clients from day one on a remote basis. And although we’ve expanded our physical footprint to include Lismore, Hobart and Townsville, we’ve been very intentional about designing our offering to ensure all business owners in Australia can access and benefit from the services we offer.

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