Your Xero, set up properly.

A Xero Certified Advisor in Melbourne who is also your accountant, not a bookkeeper handing files to one. I set the file up the right way, migrate you off MYOB or spreadsheets, connect your bank feeds and train you, so the numbers you make decisions on are actually right.

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Fixed fees, no surprises. Ongoing tax & advisory from $250/month.

Is this you?

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 I 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? I 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

I keep your file healthy and answer your Xero questions year-round, at no extra charge.

Reporting that makes sense

I 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, I help you pick and connect the right add-ons.

Why I 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 me a live view of your numbers so the 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 I'll always give you a straight recommendation.

Common questions about Xero

Do I have to use Xero to work with you?

No, but I 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, I'll tell you honestly whether it's worth moving.

Can you migrate me from MYOB or spreadsheets?

Yes. I 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.

Will you train me to use it?

Absolutely. I 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.

The Summit promise

On time, every time. Every lodgement in on time, provided your records reach me by the date on your calendar.
The price you agreed, and no other. Your fee is agreed in writing before any work starts, and it doesn't go up for 12 months.
Never locked in. No fixed term. If it isn't working, end it with 30 days' notice and I'll hand your file to your next accountant promptly.

These promises are in addition to your rights under the Australian Consumer Law.

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