Xero Setup
Invoicing, payment terms, bank feeds and reminders configured around how you work.
Sound familiar?
“I spend hours chasing invoices and reconciling.”
Who it's for
Businesses new to Xero or using a fraction of it.
What's included
- Organisation settings
- branded invoice and quote templates
- payment terms and automatic reminders
- bank feeds
- online payment options
- connections to job management and payments apps. Chart of accounts and tax settings confirmed with your bookkeeper or accountant
What changes
Invoices out faster
fewer late payments
cleaner books for your bookkeeper
How it works
- 01
Free Health Check
45 minutes on how your business runs now and where the time's going.
- 02
Fixed-price proposal
A written scope and a fixed price. No open-ended invoices.
- 03
Build and train
I set it up, test it with you and train your team.
- 04
Ongoing support (optional)
A monthly plan if you want someone keeping it running.
We set up the software; your bookkeeper or accountant looks after your books, BAS and tax.
Related services
- Connect
Online Payments
Stripe, Square or Tap to Pay connected to Xero, so customers can pay on the spot.
See what's included - Connect
Quote-to-Cash System
Enquiry to quote to job to invoice to Stripe to Xero, fully connected, with SOPs and training.
See what's included - Connect
Cash Flow Dashboard
What's coming in, what's going out and what's overdue, in one view.
See what's included
Your next step
Let's find what's costing you nights.
A free 45-minute Health Check. You get a one-page scorecard and a clear, fixed-price recommendation. No obligation.