Xero Add-on Advisory

More than 500+ small business add-on applications integrate with Xero to further enhance an already exceptional source of cloud accounting solutions. Xpert Bookkeepers consult with you to determine which Xero add-on tools could be beneficial to link to your Xero account. 

 

Here are just some of the great add-ons that are available, however, there are many more we would recommend as being relevant to your Xero account and your business. Contact Xpert Bookkeepers and let us find the best add-on for your business.

 

If you are new to Xero or even to the business world, let us set up Xero as your accounting software of choice, provide you with extensive Xero training, and even take the stress of bookkeeping off your hands with our Xero bookkeeping services.

 

 


 

Xero - BAS Agent services

Xpert Bookkeepers is a registered BAS Agent with the Tax Practitioners Board. What does this mean? It means that we are legally able to provide BAS services to you and as such, you can rely on our work to satisfy your BAS liabilities and obligations with the Tax Office.

 

Search below for some of the great add-ons that are available, however, there are many more we could recommend as being relevant to your Xero account and your business. Contact Xpert Bookkeepers and let us find the best add-on for your business. 

The team at Xpert Bookkeepers can electronically lodge your BAS or IAS from Xero once the client has e-signed their acceptance. There is no longer a requirement for a hard copy signature so no time lost waiting on documents in the mail.


 

Xero Bookkeeping

Whatever the size or type of business you are running, you need up-to-date and accurate financial information anytime, anywhere. If you are finding you’re spending more time on your bookkeeping than growing or managing your business, talk to us here at Xpert Bookkeepers.

 

At Xpert Bookkeepers our bookkeeping services will relieve you and your staff from the burden of all or part of your small business bookkeeping and accounting needs. With outsourced bookkeeping services, you can rely on our smooth workflow systems which provide you with:

  • Bank Reconciliation
  • Monthly or annual profit and loss statements
  • Cash flow management
  • Financial reporting and analysis
  • Accounts payable and receivable
  • End of financial year processes
  • Budget forecasting
  • BAS services

Combined with your Xero bookkeeping software, you will have been kept up-to-date and informed at all times with the snapshot shown on your Xero dashboard and regular customised management reports. Choosing Xero as your small business bookkeeping software helps you turn your business activity into business data, giving you day-to-day financials that you can track through Xero. 

 

Contact Xpert Bookkeepers today and let us provide bookkeeping software and services that will free your time to focus on the operational side of your business. If, however, you would like to do your own bookkeeping, our Xero-certified advisers will help you increase your bookkeeping efficiency with targeted Xero training.


 

Xero Conversion

Xpert Bookkeepers provides a customised set up of your accounting requirements in Xero and converts data from your old accounting software (MYOB, Quickbooks, Sage, Wave) to your new Xero account.

To begin with, your Xero software set up includes:

  • Set up of chart accounts
  • Set up tracking categories
  • Setting up your bank accounts.
  • Customise your dashboard
  • Set up your payroll

Once set up, Xpert Bookkeepers converts your existing data to Xero, including:

  • Entering your opening balances
  • Importing your contacts
  • Custom chart of accounts
  • Set up asset register
  • Tracking expenses
  • Set up your bank feeds

Our commitment to you does not end once we have completed the Xero conversion of your data. Our Xero-certified instructors here at Xpert Bookkeepers will help you maximise the potential of Xero – allowing you to experience the pleasure of doing business by providing targeted and easy-to-understand Xero training.

Contact us at Xpert Bookkeepers and let us provide you with online financial solutions for your business.

 


 

Xero Payroll

Xero payroll is a world-class, fully integrated solution that lets you run your entire payroll system straight from Xero. Once Xpert Bookkeepers has completed your conversion to Xero, we then set up the payroll services within Xero by entering employees’ details and establishing the requirements of the award involved to ensure your employees are paid the correct amount at the correct time.

 

Depending on the size of your business and the number of various allowances, penalty rates and leave entitlements, setting up the payroll software can be time-consuming. Let us help you navigate your way through the process. Xpert Bookkeepers will then customise your Xero file depending on the specific requirements of your business and the frequency of payments.

Each business we deal with is different, but the specific payroll services provided by Xpert Bookkeepers include:

  • Recording of wages
  • Manage employee leave
  • Payslip preparation
  • Collate timesheets
  • Process termination pays
  • Calculation of Superannuation contributions
  • Calculation of payroll tax
  • Annual payment summaries
  • Payroll support
For all your integrated and seamless online payroll services, contact us at Xpert Bookkeepers and organise your conversion to Xero payroll software today.

 

 


 

Xero Rescue

Xero Rescue refers to a situation where you are more than 3 months behind in your business bookkeeping. For most people, falling behind is not deliberate and most people have good intentions of staying on top of things. It is easy for time to get away from you when you are flat out running your business.

 

Before you know it, it’s BAS time again, and you know you’re going to have to spend the weekend getting your books up to date. This is a common scenario for a lot of people. The trouble is that over time the problem becomes so big that it causes you stress (in some cases, severe). You don't know where to start and you spend your time worrying about how you will get it done. The good news is the team at Xpert Bookkeepers have regularly turned rescued Xero files into accurate and compliant files ready for your BAS or tax return.

 

During the initial consultation when we complete a financial “Health Check”  for your business, we will explain to you what the problems are and what needs to happen to transform your data file into a source that provides you with reliable information. Essentially though, we will do whatever needs to be done as quickly and efficiently as possible.

 

Some of the issues we will address are:

  • Bank accounts or credit cards that don't reconcile with the statements
  • Old unrepresented transactions in the bank account or credit card
  • Trade Debtors and Trade Creditors don't balance with the Balance Sheet
  • Trade Debtors and Trade Creditors aren't "real" i.e. outstanding invoices and bills have already been paid but still showing as outstanding 
  • Incorrect previously lodged BAS's
  • Payroll categories that are incorrectly setup therefore giving you incorrect information on payslips, accruals for annual and sick leave, incorrect tax and superannuation amounts and end of financial year Payment Summaries
The implications of not keeping accurate financial records are:
  • You may be paying the wrong GST, Tax and Superannuation
  • You may be subject to fines and interest
  • You may be making strategic business decisions based on unreliable figures
Xpert Bookkeepers are specialists in Rescue Bookkeeping.  Honestly, ignoring the problem will not make it go away, and in reality, it may not be as bad as you think. So call us today to help take the worry away. 
 

 


 

Xero setup

Every business is unique, as is every Xero set up. Whether you are an individual, small or medium-sized business, you can rely on Xpert Bookkeepers to ensure your transition to Xero is seamless and hassle free. The Xero training and support that is provided post set up by our certified professionals ensures you get the most out of your software and receive the benefits of the potential add-ons. Your Xero software setup is customised to suit your needs and the requirements of your particular business. 

 

Key features for a new business include:

  • Set up of chart of accounts
  • Set up tracking categories
  • Set up your bank feeds
  • Customise your dashboard
  • Set up your payroll
Contact us at Xpert Bookkeepers and let us show you how simple and easy Xero bookkeeping is. 

Xero Training

The certified instructors here at Xpert Bookkeepers will help you maximise the potential of Xero – allowing you to experience the pleasure of doing business with the benefits of Xero training. When it comes to the Xero training, Xpert Bookkeepers uses their vast experience to ensure you get the most out of the Xero software. Our Xero training can be tailored for small businesses, medium-sized businesses as well as individuals. Training can be delivered in person, over the phone or via the internet.

 

We will teach you to manage your own Xero software including:

  • Online accounting – see your cashflow in real time. Just login anytime, anywhere. Xero allows you to run your business and access your accounts from work, home or on the go.
  • Bank reconciliation – get your bank statements imported and categorised automatically. This includes credit cards, PayPal and support for more than 160 foreign currencies. You’ll discover how effortless it is to keep your accounts accurate and up-to-date.
  • Invoicing software – online invoicing allows you to get paid faster, to receive updates when an invoice is opened, and to seamlessly connect with your customers. We will teach you how to design your own invoice by simply adding your logo to the professional Xero templates or by creating your own customised template.  You can add inventory items to speed up invoicing while tracking goods and services sold. Another option is to choose from a range of powerful Xero add-on solutions. Manage your cash-flow by creating recurring invoices and scheduled bill payments. All of your credits are tracked automatically.invoicing software, payments, returns and credits are tracked automatically.
This kind of online bookkeeping training is invaluable to any business of any size. To become an expert with Xero, rely on Xpert Bookkeepers to help get you there. Contact us and we can assess what kind of training you require.

 


 

Xero Troubleshooting

Xpert Bookkeepers prides itself on responding to client questions quickly, including out of hours when needed. We find the best solutions for individual client needs by tailoring a Xero solution to fit your established business processes. Working exclusively with Xero software and add-on software, Xpert Bookkeepers has specialist knowledge in the many efficiencies of this smart cloud accounting software.

 

As a Xero Partner, we are up-to-date on the features of all the latest software upgrades and are always researching for new applications to improve your business operations. For some of the more common troubleshooting questions, you can always search the internet for the answer. There are numerous Xero videos and help guides available.

 

 


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