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.

xero bookkeeping services - plant in lightbulb

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.

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Tax Agent
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software and membership logos: CPA, Registered Tax Agent, Xero, Hubdoc, ApprovalMax

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!

We have been working with Passion Business Advisors for a few months now and would highly recommend their services. Sharon's professionalism, expertise, and attention to detail are outstanding. The reports they have prepared have provided exceptional value to our business.

Annette Sturt

CareMaster

Sharon has been so thorough in regards to all of my accounting matters. She has great attention to detail and has answered every question that I've asked. She's also been great in transitioning me from Myob to Xero. I would highly recommend using Passion Business Advisors!

Kelsey Hatherall

Blissful Love Photography

Sharon is a highly skilled accountant and business advisor. Sharon has the ability to remove the noise and bring clarity to the table quickly; allowing businesses to identify blockages and make decisions that directly impact revenue growth.

Matthew McBrearty

Belle Property Lake Macquarie

Are you ready to plan, grow and thrive?

Improve your cashflow and business performance with a passionate financial and business expert by your side.

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