Data lives in multiple spreadsheets with no real-time view of performance.
Bookkeeping takes too long and depends on manual entry.
Reconciling accounts feels messy or inconsistent.
Managers can't trust the numbers because reporting isn't standardised.
Payroll, expenses, and bills aren't integrated, creating errors and delays.
Teams waste time hunting for documents or redoing work.
We design your chart of accounts, workflows, and automations so everything runs smoothly and consistently.
Automated bank feeds, standardised entries, and a well-structured workflow mean cleaner books and quicker monthly closes.
You can see cash flow, expenses, and profitability without waiting for someone to “prepare the sheet.”
We train your team, set up user permissions, and make sure everyone knows exactly what to do.
Xero is global, but your filings, documentation, and workflows must match local requirements. We build it right from the start.
We review your current processes, identify what's slowing you down, and design a workflow that matches how you operate.
We create your Xero environment, configure accounts, import opening balances, and migrate clean data.
We connect bank feeds, payroll tools, expense apps, and document management systems to reduce manual work.
Your team learns exactly how to use the system, from daily entries to monthly reporting.
If you want, we continue supporting your team, troubleshooting issues, and optimising the workflow over time.
Package
Description
Includes
Fornewbusinesses.
Chartofaccountsdesign
FullXeroconfiguration
Basicworkflowsetup
Trainingsession
FromExceloranothersystem.
Datacleanup
Openingbalancesimport
Bankfeedsetup
Advancedworkflowdesign
Teamtraining
Forbusinessesthatwantautomationandreducedmanualwork.
Allmigrationservices
Expensemanagementtools
Receipt/documentcapturesetup
Approvalworkflows
Ongoingsupportforthefirst2months
Fornewbusinesses.
Chartofaccountsdesign
FullXeroconfiguration
Basicworkflowsetup
Trainingsession
FromExceloranothersystem.
Datacleanup
Openingbalancesimport
Bankfeedsetup
Advancedworkflowdesign
Teamtraining
Forbusinessesthatwantautomationandreducedmanualwork.
Allmigrationservices
Expensemanagementtools
Receipt/documentcapturesetup
Approvalworkflows
Ongoingsupportforthefirst2months
Managing Director
