Xero Certified Advisor
Your Xero, set up properly.
As a Xero Certified Advisor, we set up your accounting software the right way, migrate you from MYOB or spreadsheets, connect your bank feeds, and train you, so your books are always accurate and up to date.
Fixed fees, no surprises. Ongoing tax & advisory from $200/month.
- You're on spreadsheets, MYOB or QuickBooks and want to move to Xero.
- You have Xero, but it was never set up properly.
- Your bank feeds aren't connected, or reconciling takes hours.
- You want someone to show you how to actually use it.
How we help with Xero
Set up once, properly, then supported year-round.
Setup, done right
Chart of accounts, correct GST codes, and bank feeds connected, so your data is clean from day one.
Migration
Moving from MYOB, QuickBooks or spreadsheets? We bring your data across and check the opening balances.
Training
Hands-on training for the parts you'll actually use, invoicing, reconciling, and reading your numbers.
Ongoing support
We keep your file healthy and answer your Xero questions year-round, at no extra charge.
Reporting that makes sense
We turn Xero's data into plain-English reports so you can actually see how your business is doing.
App advice
Point-of-sale, payroll, inventory or job management, we help you pick and connect the right add-ons.
Why we recommend Xero
Good bookkeeping software should save you time and show you the truth about your business. Xero is cloud-based, so you can work from anywhere, it connects to your bank so reconciling is quick, and it gives us a live view of your numbers so our advice is based on what's happening now, not what happened last year. That said, the best software is the one that fits you, and we'll always give you a straight recommendation.
Common questions about Xero
No, but we recommend it for most small businesses. Xero is cloud-based, easy to use, and connects to your bank so your records stay current. If you're on something else, we'll tell you honestly whether it's worth moving.
Yes. We move your data across, set up your chart of accounts and GST codes correctly, connect your bank feeds, and check the opening balances so nothing is lost in the switch.
Absolutely. We give you hands-on training for the parts you'll actually use, invoicing, reconciling, and reading your numbers, so you feel confident rather than lost.
If we don't make your financial life simpler, we part ways. No lock-in contracts, no risk.
Ready to stop worrying about your tax and bookkeeping?
In a free 30-minute strategy session, I'll personally review your situation and we'll map out a clear plan together. If it feels like a good fit, I'll send you a straightforward, fixed-fee proposal. No pressure, no surprises.
Book Your Free Strategy Session (opens in new window)