Xero Set Up Assistance
Easy-to-use accounting software designed for your small business.
Manage your finances, control cash flow online and integrate with apps.
Being an avid user of Xero software to run our business, we are very knowledgeable about the use and reporting features of Xero and can help you with the initial set-up of your new account.
- Understanding the Dashboard
- Setting up of Users and understanding the types of access
- Importing chart of accounts and understanding where items appear on your reports
- Inputting your year-to-date journal and conversion balances
- Setting up GST details
- Connecting your bank accounts for reconciliation
- Understanding the reconciliation process
- Setting up Creditors and Debtors
- Imputing your fixed assets
- Setting up tracking codes (if required)
- How to create and send invoices
- Setting up automated reminders
- Setting up employees and how to run payroll
- Additional phone assistance with any set-up/start-up issues to be used over the first 3 months of your new subscription
- Provision of self-support help link on a desktop
$150 + GST T&C’s apply
TERMS AND CONDITIONS:
Subscription costs will be billed in bulk, and subscription rights will be transferred to you after 3 months.
Travel to your place of business is not included in the above-listed price.
An hourly rate will apply ($100 per hour + GST) or a secondary package can be purchased for any ongoing assistance/enquiries.
Xero Set Up Assistance
- Integration of Apps (HubDoc)
- Customising the Dashboard
- Additional Bank Feed Set-Ups
- Mobile Application Assistance
- Payment Add-On Options
- Reconciliation Issues*
- General Questions
- Assistance to Fix an Issue*
- Project Management/Monitoring
- Lodging your own Business Activity Statements
- Single Touch Payroll
- Customising Reports
- Inventory and Asset Tracking*
- Purchase Orders
- Quotes
$200 + GST For up to 2 hours support – T&C’s apply
TERMS AND CONDITIONS:
Subscription costs will be billed in bulk, and subscription rights transferred to you after 3 months.
Travel to your place of business is not included in the above-listed price.
An hourly rate will apply ($100 per hour + GST) or a secondary package can be purchased for any ongoing assistance/enquiries.
*General bookkeeping assistance to reconcile accounts or clean up duplications on behalf of a client is not part of this service offering and will be charged at an hourly rate of $100+GST
If you require ongoing monthly bookkeeping services’ please ask your accountant for a quote.
KP Partners Firm Profile
At KP Partners we are committed to forming close partnerships with you by really listening so that we understand your unique situation and customise our advice according to your requirements. We explain complex tax laws into clear and simple terminology and provide reports and advice that aim to help your wealth and business prosper and grow.
Our commitment to excellence is evident in our hardworking team of qualified Accountants and enthusiastic administration personnel. Our passion to serve our clients means you get a friendly team of professionals eager to use their experience and expertise to help you succeed!
