Xero System Set-up
Here at Perth Bookkeeping Professionals, our Xero bookkeepers can set up your Xero software and customise the accounting set up to suit your business’s needs. We’re here to make sure you can use the system to maximise the benefits rights from the word ‘go’.
Xero Bookkeeping Software set up will include:
- Set up of the Chart of Accounts
- Set up of tracking categories (if required)
- Setting up your bank accounts (and set up bank feeds)
- Set up of the payroll system and employee cards
- Set up of the inventory system
- Customising your dashboard
If you already have an accounts system set up with another software and would like to change over to Xero, we can set up the new system as well as convert your data from other systems (such as MYOB, Quickbooks, Sage and more) to your new Xero account.
Converting your current data means you will not lose any of the current financial year data. The opening balances will be bought across to the new system and we can import all your customer, supplier and employee card files. We’ll ensure there is minimal downtime for your business in the change-over.
Xero Add-ons and 3rd Party Integrations
The world of Xero add-ons and third-party integrations is one of the reasons Xero is so good for businesses in any industry. However, the huge range of choices can be overwhelming.
Perth Bookkeeping Professionals will work with you to understand the intricate workings of your business and tailor the Xero software together with third-party integrations. We’ll ensure your business is running smoothly and efficiently, saving you precious time and money.
Our Xero bookkeepers are Xero Certified Consultants and have an array of bookkeeping knowledge and experience. This means you can rest assured that your business is in the best hands when we work with you on your day to day bookkeeping.
Our clients are always kept up-to-date and informed about the position of the business finances. We will chat with you when we notice anything that may require further attention or changes to be made in your business in order to maximise profits.
Bookkeeping tasks may include:
- Bank Reconcilations
- Cash flow management
- Financial reporting and analysis
- Accounts payable and receivable
- End of financial year processes
- Budget forecasting
- BAS services
Xero Cash Flow Management and Reporting
Our highly experienced bookkeepers love Xero reporting and its management tools that are available. Reports can be fully customised so they actually mean something to YOU. Perth Bookkeeping Professionals can set up a range of Xero reports, including the standard profit & loss and balance sheet, through to more detailed reports that can track your sales targets and other KPIs that are relevant to your business.
The cash flow and budgeting tools in Xero can also be customised. We’ll work with you to set up a budget and cash flow forecast geared at business growth and increased profits.
It’s not intentional – we know that running a business can be hard when you are juggling various responsibilities and wearing many hats. We understand that it’s easy to find yourself behind on your BAS lodgments, superannuation payments or your income tax lodgments, and that’s why we’re here to help.
With Xero Rescue Packages, we can get your bookkeeping, lodgments and payments up to date. We will take care of all the processing, as well as BAS lodgments and can work with your accountant on your income tax lodgments. We’ll even work with the ATO to set up payment plans on overdue amounts.
By using AI software integrations and our vast bookkeeping knowledge, this process can fast and painless.
Xero Payroll Management
Managing payroll can be one of the most difficult tasks for business owners, so having Perth Bookkeeping Professionals in your corner can make running your business a lot less stressful.
The Xero Payroll system is one of the best available, which can integrate with your timesheet software, manage reimbursable expenses, allow you to schedule leave and keep track of entitlements. Whether you have salaried staff or casual staff on different awards and rates, this can all be set up and managed with our highly qualified Xero bookkeepers.
Xero Inventory and Stock Control
Having an inventory system to manage your stock balances, purchases and sales can make a big difference to your bottom line.
Perth Bookkeeping Professionals can set up your stock system, including all your items, sales processes and purchasing processes to ensure your data is always up to date. We can also certify that you are selling at the right price and not losing money on old, out of date stock, as well as ensuring you have enough stock on hand.
Find out more about how our team of Perth’s leading Xero bookkeepers can help manage the financials in your business. Contact Perth Bookkeeping Professionals today!