Get your bookkeeping started the right way with our expert Software & Account Setup services. Whether you’re migrating to Xero or QuickBooks Online, our certified team ensures seamless configuration—from selecting features to onboarding users and importing historical data. We’ll set up your chart of accounts, connect bank feeds, configure GST/payroll settings, and train your team. Enjoy optimized workflows, accurate reporting, and peace of mind knowing your accounting system is built for growth.
What We Do
Software Selection
We assess your business needs and help choose between Xero, QuickBooks Online, or other suitable platformsAccount Configuration
Set up organisation info, financial year, GST/payroll, branding, invoice templates, and user rolesChart of Accounts & Data Migration
Tailored chart structure, import historical balances, and map your existing data into the new systemBank & App Integration
Connect bank accounts, credit cards, payment platforms (e.g., Stripe, PayPal), and receipt capture tools like Hubdoc or Receipt BankReporting Setup
Customize P&L, balance sheet, and aged receivables/reports and establish KPIs to track performance.Training & Handover
Conduct live training and share tutorials/advisor access so your team can manage daily processes confidently.
Setup Process
Discovery Call – Understand your business, pain points, and goals.
Planning & Recommendation – Choose the ideal software and modules.
System Configuration – Set up account structure, integrations, and security.
Data Migration – Import balances, customer/vendor lists, and historical transactions.
Testing & Review – Verify bank feeds, invoices, and reconciliations.
Team Training – Walkthrough key tasks, reports, and best practices.
Support Handoff – Provide access to guides and ongoing assistance.
Why Choose Our Setup Service?
Certified Expertise – Our team holds official credentials in Xero & QuickBooks Online
Time & Cost Savings – Avoid costly mistakes with professional setup from day one
Smooth Migration – We custom-import your data to minimize disruption.
Scalable Configurations – Build a system that grows as your business does.
Ongoing Support – Available for questions, periodic check-ins, or updates to support new team members .
Ready to Start?
Get your Software done efficiently and digitally
Contact us today to begin with a free consultation or request a quote.
Special Business Consultant
Our team doesn't just manage numbers — we understand your business. With deep expertise in bookkeeping, compliance, and strategy, we provide tailored advice that supports smarter decisions, better cash flow, and sustainable growth.
Business Development
We help streamline your finances so you can focus on scaling, strategy, and sustainable business growth.
