Xero Setup & Training
We configure Xero for your business and train you to use it effectively. Get a clean chart of accounts, proper settings, and the knowledge to manage your books with confidence.
The Start
Most business owners sign up for Xero and start clicking around. They create a few invoices, connect their bank, and figure they will learn as they go. Six months later the chart of accounts is a mess and reconciling feels like untangling a knot.
The first few decisions you make in accounting software ripple through everything that comes after. Your chart of accounts determines how your financial reports read. Your bank rules determine how transactions get categorized. Getting these right from day one saves you from a painful cleanup later.
Starting Clean
Starting Clean
A fresh Xero file is an opportunity. We build it around your specific business so the reports actually make sense to you. No generic templates that force you to adapt your business to the software.
Avoiding the Rebuild
Avoiding the Rebuild
We have seen plenty of businesses that tried to DIY their setup and ended up needing catch-up bookkeeping within a year. The cost of doing it right the first time is always less than fixing it later.
The Build
We configure Xero to match how your business actually operates. That means sitting down with you to understand your revenue streams, your expense categories, and what information you need to see on your profit and loss statement.
The setup is not just about turning on features. It is about making intentional decisions on how transactions flow through the system. We set up bank feeds, create invoice templates with your branding, and establish the rules that will keep your books clean as you grow.
Chart of Accounts
Chart of Accounts
We build a chart of accounts that fits your industry and gives you the level of detail you need. Whether you run a retail shop or a service business, your financial statements should tell you something useful.
Bank Connections and Rules
Bank Connections and Rules
We connect your accounts and set up smart bank rules so recurring transactions categorize themselves correctly. This cuts down on the manual work every time you sit down to reconcile.
The Handoff
A perfectly configured system is useless if you do not know how to use it. We walk you through everything. How to create invoices. How to record bills. How to reconcile your bank account without second-guessing yourself.
The goal is independence. You should be able to handle the day-to-day bookkeeping yourself and only reach out when you have a question or need help with something unusual. We are not trying to make you dependent on us for every little thing.
Hands-On Training
Hands-On Training
We do not just hand you a manual. We sit with you and go through the actual tasks you will be doing. You learn by doing the work yourself with someone there to answer questions in real time.
Ongoing Confidence
Ongoing Confidence
After the training you will know your way around Xero. You will understand why things are set up the way they are and how to handle the transactions that come through your business every week.
Full-Service Bookkeeping for Greater Phoenix
The Next Step:
A Quick Conversation
Tell us about your situation. We'll listen, ask a few questions, and give you a clear price to handle the work.