Setup

Price from: $600 + GST
  • Consultation to review goals
  • Custom chart of accounts
  • Set up bank feeds and connection of add-ons
  • Branded invoice template
  • Set up tracking categories
  • Customised dashboard
  • Set up payroll
  • Issue logins for your team
  • One-on-one training session
  • Set up opening balances

Migration

Price from: $1450 + GST
  • Enter in opening balances
  • Custom chart of accounts
  • Set up fixed assets register
  • Set up tracking categories
  • Set up bank feeds
  • Customise dashboard
  • Branded invoice template
  • Set up payroll
  • Issue logins
  • Up to 2 years of data including:
  • Customer and supplier contact information
  • Chart of accounts
  • Account balances
  • Supplier balances
  • Transaction history
  • Employee information

Review

Price from: $600 + GST
  • Xero/QuickBooks file setup including:
  • Bank feeds are working properly
  • Chart of accounts are correctly structured
  • Default tax codes are appropriate
  • Fixed assets are set up properly
  • Payroll, employee and superannuation settings are set up properly
  • Review of your current financials to ensure:
  • Bank accounts are reconciled correctly
  • The general ledger reconciles to the Payable and Receivable balances
  • Activity statements and GST reports agree
  • Payroll and superannuation payments have been coded correctly
  • Recommendations on completion of Check Up Phase
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