Xero Set Up
& Training

WE SET UP BEST PRACTICE SYSTEMS TO PUT YOU IN CONTROL

Get started on the right foot!

We’ll get your accounting system set up, train you in Xero & be your safety net for DIY books.

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Bookkeeping Optimisation

Optimise the structure & usage of Xero so your numbers make sense to you & ATO.
We review & fix up your existing Xero data as well as customise categories & segments to best inform business performance & future decisions.

System Set Up

We’ll get Xero set up correctly, linked to your bank account & ready for you to hit the ground running.
We can also set up best practice paperless bookkeeping system & process (this is how we do it for ourselves at The Wandering CFO).

Xero Training

We can train you for Do It Yourself (DIY) bookkeeping. In-person or online.

  • How to use Xero

  • How to run your paperless bookkeeping process

  • How to see your business numbers in Xero

  • What is BAS & how to lodge your own BAS

  • + more!

+ More!

  • Register with ATO for GST and/or PAYG Withholding Tax (employer)

  • Quarterly review of your books

  • Quarterly BAS lodgement

  • On-call safety net for DIY bookkeeping queries & troubleshooting