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Xero 1:1 Set Up & Support

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Let us support you one to one on setting up your Xero file for your business.

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We will work with you to get your Xero file up and running, ready to use immediately.

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Full of helpful advice and training, you will be amazed at how easy Xero is to set up and start using. Set up and training is usually around 2 hours in total, spread over a couple of days.

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We will cover:

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  • Setting up invoicing & bills to be paid.

  • Setting up your Chart of Accounts to suit you.

  • Getting automatic bank feeds & how to reconcile your bank.

  • Customising invoices, eg adding your logo and payment details etc.

  • Setting up payment methods to facilitate quicker payment from clients.

  • Setting up your mobile app.

  • Attaching documents to your transactions and going paperless.

  • Basic reporting

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If you are ready to start getting your accounts under control, reach out and we can help you get started.

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