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Xero Services

As accountants and a Xero Platinum Partner, we often help our new clients get set up on Xero and learn how to make the most of the software.

Meet Brooke, Beany's Bookkeeping & Xero Superstar
Brooke from Beany AU

Helping you navigate Xero

Our Xero services include:​

  • Xero Setup - including account creation and setup of the chart of accounts and bank feeds
  • Xero Training - an hour of training to help you feel confident using the software
  • Xero Conversion - seamless migration from another software
  • Xero Optimisation - flexible help for Xero-related issues, from tidy-up to optimisation advice

XERO FAQS

Frequently Asked Questions

Xero is online accounting software to help people keep track of their business finances. It brings all your business transactions together in one place for you to sort and record. Xero can also help with invoicing, GST, payroll, timesheets and leave, paying bills, keeping copies of your receipts and more.Because Xero is online you can access it anywhere you have internet, and it always contains the most current version of your information. And because it is online we can access it too, so our Support team can help immediately with any issues.We recommend Xero to all our clients because it is a time and cost-effective way to keep all your business information together in one place, so you can see how you're doing and keep on top of your business admin.We also use Xero too - for preparing annual financial statements for our clients, and completing their tax returns.
The best plan depends on your business size, the number of users, and the features you need. We can advise you on the most suitable one.
Not at all. Although we offer these Xero-specific services for those who are interested, our accounting packages are software-agnostic. We can work with clients using other cloud accounting platforms for annual accounts and tax compliance.
Our Xero services are primarily for our clients or businesses looking to become clients. We don't provide these as standalone services.
Book a free consultation so we can learn about your business accounting requirements. After the call, we'll provide a quote for the services discussed and outline the next steps for coming on board as a client.Xero setup, conversion and training usually take place once onboarding is complete. Any Xero tidy-up or optimisation help will also be arranged at this time.
View our support site