Xero & Add-Ons

Setup | Conversion | Training | Support

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Basic Xero Setup

  • Set up Xero data file, organization details & business information
  • Chart of Accounts
  • Invoice Branding
  • Customize check styles and email settings
  • Setting up live bank & credit card feeds
  • Import all contacts (customers, suppliers and employees)
  • Add payment gateway 

$399 one-time setup fee

 

Advanced Xero Setup and/or Conversion

  • Includes all Basic Setup above
  • Conversion from Quickbooks Desktop, Quickbooks Online, Freshbooks or other accounting solution
  • Make sure conversion balances are correct
  • Data Import (sales data, AR/AP, Fixed Assets)
  • Historical transactions (includes current year + previous year data)
  • Includes one hour of training
  • Includes 30 days of chat, email & phone support

Starting at $699 one time setup fee

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Xero Add-Ons

Selection | Integration | Support | Training

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The true beauty and advantage of Xero is it's strong integrations with add-on software tools.  That means that you can create the ideal system, specifically for your business, just by picking the right apps for how you operate. 

Xero offers 200+ add-ons.  Each add-on is a software designed for a specific purpose or industry, from point-of-sale software to sales pipelines, to forecasting and reporting. You can connect as many as you want, and your data will flow seamlessly between them all.


Gusto

Easy-to-use payroll, HR and benefits

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Deputy

Team Management, Scheduling & Time-Tracking

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Accelo

Operations Automation System for Your Service Business

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PandaDoc

Send proposals and contracts in minutes, not hours

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Fathom

Easy to use management reporting and financial analysis tool.

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MileIQ

Stress-free logging. Accurate mileage reports. All in the palm of your hand.

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LivePlan

The world’s leading business plan software, built for entrepreneurs like you

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ReceiptBank

Convert those annoying bits of paper - receipts and invoices - into data you can use!

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Vend 

Intuitive point-of-sale, inventory & customer management

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Hubdoc

All financial documents in one place - automatically

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Unleashed

Inventory management for manufacturers & retailers

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Invoice Sherpa

Automate your accounts receivable. 
Get paid faster. Increase your cashflow.

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