Xero Training and Xero File Setup with Acceler8

Xero Setup or Training with a Financial Specialist

Xero is the world’s leading online accounting software for small business. Xero delivers beautiful accounting software that’s easy to use. Our team of Xero Certified Specialists can set up a Xero file, Convert your data to Xero and provide customised training to get you started. Already using Xero? We can conduct a file review to ensure you’re getting the most out of the system.

What are the benefits of using Xero in your business?

Save time and money
Accounting software with all the time-saving systems you need to grow your business.

Real time data
Get up-to-date financial data, anywhere, anytime, on any device (even mobile!).

Simple to use, easy to understand
Customise your dashboard to see bank balances, invoices, bills and expenses.

Run your business on the go
Use mobile app to reconcile, send invoices, create expenses for anywhere.

Manage your cashflow
Understand your real financial position, schedule payments to suit your cashflow.

Get paid faster
Send customers invoices online and receive updates when they’re opened.

What is covered in Xero Training with a Financial Specialist?

Are you unsure how to get started? Do you want to get the best out of Xero? Wondering if there are add-ons that could simplify your accounting process? Our Xero Certified specialists provide customised one-on-one online training on your Xero file. Training includes:

Bank Reconciliation

Correct your bank balances, connect bank feeds and teach you the reconciliation process.

Payroll

We check your payroll and employee settings, and take you through the payroll process.

Month End Process

We take you through reports and what you need to check to ensure your business is on track.

Tips and Tricks

Learn some of our tips and tricks to make life easier like batch payments and online invoices.

Select an option below to get started with Xero Training

One Hour

$175 inc GST

Purchase a one hour training session with an Acceler8 Financial Specialist. Training is conducted online via Zoom.

Two Hours

$350 inc GST

Purchase a two hour training session with an Acceler8 Financial Specialist. Training is conducted online via Zoom.

Five Hours

$875 inc GST

Purchase a block of five training sessions with an Acceler8 Financial Specialist. Training is conducted online via Zoom.

Not sure which option to choose? Contact us to speak to one of our specialists.

Welcome to the wonderful world of simple, beautiful accounting.

What is included as part of my new Xero File Setup?

The Xero file setup is a “start from scratch” solution. This is perfect for new businesses who want to get set up on Xero. Our process starts with learning the ins and outs of your business. Our aim is to set up Xero to suit your business workflow. We discuss the best way to bring in transactions that have already taken place in the current financial year. During the setup process we look at:

Sales / Expenses Process

Review your business and implement a process to service your customers and pay your bills on time.

Bank Feeds and Rules

We will set up automatic data feeds from your business bank accounts and credit cards plus creation of bank rules.

Payroll Setup

If required we’ll setup pay items and up to five employees. If you have more than five staff, we’ll help you add more.

Training on your Xero File

Included in this package is two hours of training to get you on your feet and confident with using your Xero file.

Select an option below to get started with Xero file setup or conversion

New File Setup

$1,000 inc GST (per file)

Setup of a brand new Xero file without the conversion of data from a prior accounting system including two hours of training in your new Xero file.

File Conversion

From $1,200 inc GST

Convert existing MYOB, Reckon file or other software to Xero. Historical data may include transactions or balances only. Contact us to book in a scoping call so we can provide you with a quote.

Important: By making payment you agree to all Acceler8 Program Terms and Conditions

What do you setup as part of my conversion to Xero?

Conversion to Xero is a data migration from another accounting package to Xero. We take the time to learn all about your business so Xero is setup according to your workflow. Training on your Xero file is not included in this package and can be purchase separately here. What is included in the Conversion to Xero?

Conversion Balances

We bring in your account balances so that you can start using Xero with your financial information up to date.

Payroll / Employee Setup

If required we’ll setup pay items and up to five employees. If you have more than five staff, we’ll help you add more.

Bank Feeds and Rules

We will set up automatic data feeds from your business bank accounts and credit cards plus creation of bank rules.

Book Xero Training

You can book Xero training to get you on your feet and confident with using your Xero file.

Understand your financial position and make strategic business decisions.

What do I get from a Xero File Review?

Are you currently using Xero but unsure if it’s setup correctly? Are you concerned about the accuracy of your financial information? Our financial specialists will review your Xero file and provide you with an action plan to clean it up. We also provide a “done-for-you” File Repair services where once the file review takes place, we repair the data for you. The File Review process verifies the following:

Bank Accounts

We check that your bank balances are accurate and transactions are reconciled appropriately.

Financial Ledgers

We check that information provided in your financial reports are substantiated within the sub ledgers.

Payroll / Employee Setup

We check your Payroll has been set up correctly and the data reconciles to your general ledger.

Account Balances

We check that your Chart of Accounts and balances are in line with your financial reports.

Select an option below to get started with Xero File Review

File Review

$175 inc GST

We review your Xero file and provide an action plan of what needs to be repaired or a list of areas that were reviewed.

Review & Repair

$1,150 inc GST

Our “done-for-you” File Repair solution includes an initial Xero File Review and an initial five hours of repair work.

Add Repair Hours

$875 inc GST

You can also purchase blocks of five repair hours after receiving the action plan from your initial Xero File Review.

Not sure which option to choose? Contact us to speak to one of our specialists.