Xero File Setup

Set your numbers up right - from day one.

Professionally configure your Xero account for clarity, compliance, and confidence. This one-time setup ensures your books are built to support smart decisions, not just tax-time survival.

✔️ What’s Included:

• Chart of accounts setup (aligned with your business)

• Bank feed connections + automation review

• Invoice template customisation

• Tax settings (GST/BAS) configuration

• Payroll setup (if needed)

• Financial settings check (lock dates, defaults, tracking)

• Key reports bookmarked for monthly review

• Optional: Tracking categories for multi-offer businesses

🎓 Plus:

• 30-min recorded Xero walkthrough

• 14 days of post-setup email support