A file configured around your business, plus one-on-one training so you actually feel confident using it.
Our Xero setup service helps establish a strong financial foundation by setting up your Xero file correctly and tailored to your business needs. We assist with chart of accounts configuration, bank feed setup, payroll and GST settings, invoice customisation and system integrations, so your bookkeeping processes run smoothly from the start.
At Lady Abacus, we provide practical guidance and support to help you get the most out of your Xero subscription with confidence.
As a Xero Platinum Partner we set up a lot of files, and we see what goes wrong when the foundations get rushed. A well-built chart of accounts and clean bank feeds save hours every month and make your reports genuinely useful rather than just technically correct.
If any of these feel a little close to home, this is exactly the sort of thing we take off your plate.
New business, or moving off spreadsheets, and you want the foundations right the first time.
Bank feeds break, categories make no sense, and your reports never quite look the way you need them to.
You are happy to do some of the work yourself. You just need someone to show you how properly.
Built around how your business actually runs, not a generic template.
A fresh Xero file built for your business, or your existing data brought across cleanly.
Categories that match how you think about your business, rather than a default template.
Feeds connected and bank rules set up so routine coding starts happening by itself.
Tax and payroll configured correctly from the start, avoiding corrections down the track.
Invoices and quotes that look like your business and carry the right payment terms.
Connections to the tools you already use, so data flows instead of being entered twice.
A walkthrough tailored to what you need to do day to day, at whatever pace suits you.
Time to come back with the questions that only appear once you have started using it.
Usually a week or two from first call to a file you feel confident in.
We talk through your business, your current setup and what you want to be able to do yourself.
We set up or restructure your file, connect your feeds and configure your tax and payroll settings.
A one-on-one walkthrough of the parts you will actually use, with notes for you to keep.
A follow-up period to answer the real-world questions that come up in your first few weeks.
The questions we hear most about xero setup & training. If yours isn't here, just ask.
Yes. If you already have a Xero file, we will review it and give you practical feedback and recommendations at no cost. Ask for one here.
Yes. We handle migrations regularly, including bringing across balances and history so you are not starting from a blank file with no context.
You can hold your own subscription, or we can arrange it through our partner account. Either way the file belongs to you and you keep full access to it.
One-on-one training is part of a setup. If you only need training on an existing file we can do that on its own, and if the file itself needs work first, our clean-up service covers that.
A free, no-obligation call of about 20 minutes
to work out the support that fits your business.
