Call Us: 03 544 9748

Xero training and setup services

We're not solely Xero but we love it because of the following reasons. We're certified Xero Advisors on a mission to help you get the most out of your accounts.

Xero Accountant Richmond, Nelson

5 ways we can help you get the most out of Xero Accounting

1.  Fully Managed:

If you'd rather focus on your business than get caught up with the day to day bookkeeping we can step in as your Office Manager and work with you keeping you informed on your financial status.  This can be done at yours or ours.

2.  Customised Setup For You to Manage:

Alternatively we can customise the Xero setup for you and train you get the best out of it.

3.  Already use Xero? We can provide training and troubleshooting

We can take you to the next level.  Troubleshooting and one on one training available.

4.  Xero Add-on's:

It's intuitive with add-on's that compliment your business.  Inventory, job costing plus managing your receipts & invoicing are just a few options that will save you time & money!

5. Tax Returns:

Financial Statements can be filed directly from Xero.  No extra cost in transferring your general ledger over to another system.  Saves our time and your money!!

Why use Xero to manage your accounts?

  • More cost effective

    Automatic bank feeds arranged and prior data imported if required.

  • Don't waste hours setting it up when we can help

    Chart of Account customised so you know what your income streams are making and expenses are costing you. 

  • Customised to your business

    Targeted one on one training.

  • Get one on one training not a anonymous help desk.

    Troubleshooting.  Ever have that 'how did that happen' moment or maybe it's just a bookkeeping or Xero question - support is available.

  • Get it Cheaper

    Cheaper pricing structures by subscribing through us.  
    We have Xero options & pricing to suit every business.  

  • No manual entry of data!

    What's better than data entry? No data entry!!

    Automatic bank feeds for data integrity - no data entry or backups needed.  Easy bank reconciling saving time and money.

  • Painless filing of GST and PAYE returns

    GST & PAYE returns filed with IRD - Taking the worry out of meeting deadlines and following compliance.

  • Know where your money is 24/7

    Sales & purchase invoicing managed.  Get the money in quicker and know what you need to pay on the 20th.

    We all benefit from real-time reporting.  Xero's perfect.  Keep yourself informed at all times what you have or don't have regularly.

  • Slow payers dealt with

    Overdue accounts followed up with cashflow support & advice.

  • Using Xero to it's full potential

    Process end of year tax returns directly off your Xero data.

Get setup for Xero today

We can help take the worry out of your bookkeeping and accounting.

Phone: 03 544 9748

Mobile: 027 283 3448

I changed to Xero a year ago now and it has been the biggest help with regards to saving time, giving excellent reporting on expenses and income etc and has been a huge help with our Accountant being able to go onto our Xero programe and forecast income for tax purposes etc.

The backup and support I have received from Sue Thomas at Business Roundup over the transition period has been excellent - I have often called after normal business hours and even on a weekend and have never been let down.  I also couldn't fault the initial training sessions.

Linda Appleton for Appletons Tree Nursery Ltd http://www.appletons.co.nz

Xero Addons

  • Workflow Max

    Is a cloud-based software that combines all the tools you need to run your service-based business - prospecting, quoting, jobs, timesheets and invoicing - into one easy, integrated system.  It links with Xero to give you a total accounting & job management solutions.

    If yours is a service business, then WorkflowMax is the tool you need.  Ideal for creative businesses, agencies, consultants and professional services, IT, trades, Engineers and more...

  • Receipt-Bank

    Is cloud-based software that extracts the information from your receipts and invoices quickly, accurately and efficiently.  It then publishes it directly into Xero.

    What does this mean to your business?

    - No more data entry of invoices or receipts
    - No more printing of our invoices
    - No more keeping receipts
    - Holds them all for seven years (IRD requirements
    - Seamless integration to your purchases in Xero
    - Saves you time and costly ink with no data entry errors!

  • Unleashed Online Inventory Software

    Powerful inventory management solution that helps your business grow.  Makes inventory management easier and more efficient which integrates seamlessly with Xero.

Get registered today

We can help take the worry out of your bookkeeping and accounting.

Phone: 03 544 9748

Mobile: 027 283 3448