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Xero Migration + Training

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.

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 convert from MYOB, Quickbooks and Reckon

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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.

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-to-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 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.

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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!

Our Pricing
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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.

  • Advise you on the best migration path and timing
  • Cleanse data from your previous system
  • Migrate your historical data/enter conversion balances
  • Set up Xero including chart of account, financial settings and invoice templates
  • Connect unlimited bank accounts
  • Import pre-Xero transactions where required
  • Import client and supplier lists and inventory/service items
  • Payroll and auto super set-up (Add $150 + GST)
  • 3 months access to our Xero Online Training platform
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Xero Migration + 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 migration package.

$500 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