Basic Setup and Check-up

  • Set up Xero data file, organization details and business information
  • Chart of accounts
  • Invoice branding
  • Setting up live feeds from your bank account(s) into Xero
  • Import all contacts (customers, suppliers and employees)

Advanced Setup and Conversion

  • Includes all Basic Setup
  • Make sure conversion balances are correct
  • Data import
  • Sales data
  • AR/AP
  • Fixed assets
  • Historical bank statements
  • One hour of training included for our monthly subscription clients