New Xero Set Up

Ideal for new businesses or those without an existing system.

Set up & Customise:

  • Chart of Accounts
  • Bank accounts and bank feeds
  • Dashboard
  • Invoice template with your logo
  • Tracking categories

    Training:

  • 1/2 day training session - at our office or online
  • VAT code set up

Converting to Xero

Perfect when you want to make the change from your existing system to Xero

Set up & Customise:

  • Chart of Accounts
  • Bank accounts and bank feeds
  • User Logins
  • Dashboard
  • Invoice template with your logo
  • Tracking categories

    Training:

  • 1/2 day training sessions - at our office or online
  • VAT code set up

    Conversion:

    Import existing data including:

  • Chart of accounts and balances
  • Contacts - suppliers and customers
  • Outstanding customer invoices & supplier bills

Existing Xero Review

Not getting the most out of Xero? Our comprehensive review will fine tune your accounts.

Xero review including:

  • Bank feeds are working properly
  • Chart of accounts & tracking categories are correctly structured
  • Default VAT codes are appropriate
  • Fixed assets are set up properly
  • Review of your current financials to ensure:
  • Bank accounts are reconciled correctly
  • The ledger reconciles to the AP and AR balances
  • VAT returns and VAT reports agree
  • Payroll and PAYE/PRSI payments have been coded correctly
  • On completion of our review we will discuss any errors found and recommend improvements