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.

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

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.

We will cover:

  • 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

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

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