Xero Set Up & Migration
Are you feeling frustrated with your accounting software’s limitations? Or are your accounting processes stuck in the ‘Dark Ages’?
Not to worry, Xero is here to help!
Specialised Xero Bookkeeping Services
Passion Business Advisor’s Xero Set Up & Migration Services can help you and your team streamline your accounting processes. This leaves you with more time to do the meaningful work you’re passionate about.
Sharon from Passion Business Advisors has over 20 years of experience in accounting and business advisory. She is a tech-savvy accounting specialist who provides businesses with the right tools and technology to grow their business. As a CPA, Registered Tax Agent and most importantly, a Xero Partner, Sharon is passionate about her work. She cares about doing it well, and enjoys working with people who light up when talking about their business.
Reach Your Goals
Let us help you plan and reach your goals by migrating you to Xero where you will experience:
Easy generation of financial reports
Seamless integrations
Automated processes
Streamlined invoicing procedures
With the help of Xero bookkeeping services, we’re here to support your growth and nurture your business. Get ready to increase your cash flow, implement financial reports for stakeholders and reduce financial stress on you and your team.
Financial Stability is Possible
Never put the financial stability of your business in the ‘too-hard-basket’ again. Whether you need to migrate from another accounting software to Xero, or get set up online for the first time, we have a package to suit your needs.
Book in today to discuss how Xero bookkeeping services can benefit you and your team. You’ll be chatting directly with Lead Accounting Specialist and CEO of Passion Business Advisors.
Help Your Business Thrive With Xero
Check out our Xero Set Up Packages (for first time accounting software users) & Xero Migration Packages (if you currently use a different software that just isn’t doing it for you):
| SPROUT | SAPLING | TREE | |
|---|---|---|---|
| Business size: | Small | Medium | Large |
| Price | $550 | $770 | $1,199 |
| Payroll size up to | 0 employees | 3 employees | 5 employees |
| New file set up | |||
| Set up chart of accounts | |||
| Set up bank accounts and automated bank feeds | |||
| Set up users/logins and access levels | |||
| Set up and customise your ‘simple dashboard’ | |||
| Set up Hubdoc file for invoice and receipt storage | |||
| CUSTOMISE FORMS AND TEMPLATES WITH YOUR LOGO AND BRANDING INCLUDING: | |||
| Sales Invoices | |||
| Statements and payment reminders | |||
| Purchase orders and remittance advice | |||
| Email templates | |||
| SET UP PAYROLL INCLUDING: | |||
| Add employee information into Xero | |||
| Customising payslips and pay templates | |||
| Set up pay types and categories | |||
| Set up superannuation in employee card files | |||
| Set up super stream for lodging super | |||
| Bookkeeping Credit* | $250 | $375 | $500 |
*If you hire us for ongoing bookkeeping or CFO services, we’ll credit this amount against your first invoice.
| SPROUT | SAPLING | TREE | FOREST | |
|---|---|---|---|---|
| Business size: | Small | Medium | Large | Gigantic |
| Price* | $1,540 | $2,310 | $3,080 | Get in touch |
| Payroll size up to | 3 employees | 10 employees | 20 employees | 20+ employees |
| Set up new Xero file | ||||
| Integrate your existing data from previous accounting software | ||||
| Entering opening Balances | ||||
| Current and previous year transaction data | ||||
| Entering customer invoices and balances | ||||
| Entering supplier invoices and balances | ||||
| Set up chart of accounts | ||||
| Set up bank accounts and automated bank feeds | ||||
| Set up users/logins and access levels | ||||
| Set up and customise your ‘simple dashboard’ | ||||
| Set up Hubdoc file for invoice and receipt storage | ||||
| Set up asset register | ||||
| CUSTOMISE FORMS AND TEMPLATES WITH YOUR LOGO AND BRANDING INCLUDING: | ||||
| Sales Invoices | ||||
| Statements and payment reminders | ||||
| Purchase orders and remittance advice | ||||
| Email templates | ||||
| SET UP PAYROLL INCLUDING: | ||||
| Add employee information into Xero | ||||
| Customising payslips and pay templates | ||||
| Set up pay types and categories | ||||
| Set up superannuation in employee card files | ||||
| Set up super stream for lodging super | ||||
| Bookkeeping Credit** | $250 | $375 | $500 | $800 |
*Prices for Xero Migration are for current year plus previous financial year historical transactions from MYOB AccountRight and Reckon. Quickbooks, Saasu and other software providers may incur additional charges. Additional charges apply for multi-currency, inventory and additional financial year data.
**If you hire us for ongoing bookkeeping or CFO services, we’ll credit this amount against your first invoice.
Experience the freedom Xero bookkeeping services from Passion Business Advisors can give your business today.
Need more information about migrating to Xero?
Learn more about the migration process and working in Xero today.
Have some questions about Migrating to Xero and our Xero Bookkeeping Services?
Do I need to do anything to prepare for the Xero Migration?
There are some things you can do to prepare for the migration to make the process easier. You can read more about this in our blog post 5 Step Guide to prepare for your Xero Migration.
How long will the Xero Migration take?
The answer is, it depends on the amount of data involved and the type of software you are currently using. After having a consultation with you to find out more requirements, we can give you a more accurate timeframe. If you are ready, book in a consultation.
How much will a Xero Migration cost?
Our pricing table has information on prices for conversion from MYOB AccountRight and Reckon for current and previous year historical data. Quickbooks, Saasu and other software providers may incur additional charges. Additional charges also apply for multi-currency, inventory and additional financial year data. We can provide a more accurate price after a consultation with you. If you would like to book in a consultation, click here.
What happens after the Xero Migration?
Once the migration is complete, there are several things you can do to make the transition to Xero as smooth as possible. The first thing is to book in training for yourself and your team. You want to make sure you know how to use all the amazing features of Xero! Passion Business Advisors can provide you with training packages to suit your needs. You can read more about what happens after the migration in our blog post 5 Step Post-Migration Guide to make your Xero Migration a Success.
Client Testimonials
Don’t just take our word for it, see what our other clients have to say!
Are you ready to plan, grow and thrive?
Improve your cashflow and business performance with a passionate financial and business expert by your side.