Xero Setup & Conversion Services

Making the move to a new platform is a big decision, our goal here is to ensure we make your transition from old system to new system as pain free and efficient as possible.  By having Meticulously Managed establish a new Xero file or migrated data from your old system to a new Xero file means you have system experts configuring the settings to suit YOUR requirements and YOUR industry.

The process can take up to a week depending on your chosen service and the volume of data involved, there is homework for you to do as the business owner, but for the most part, we’l manage the entire process on your behalf.

If you require training in aspects of using Xero, fees are $125 per hour and are generally conducted using Zoom. This allows us to record the session for future reference (and maintain lower costs as we don’t need to travel to you).

Startup
from $660*up front
  • If you’re just getting started in your business and need ‘more’ than Excel or a notebook can offer, this is the right place to start.
  • INCLUDES
  • -Customised Chart of Accounts
  • -Establishment of Bank Feeds
  • -Entry of Opening Bank Balances
  • -Initial Automation of Bank Rules
  • -Branded Invoice Templates
  • -Configuration & Review of GST Settings
  • -Payroll Setup for 3 employees
  • -Setup of Additional Users
  • -30 Days System Support
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Kickstarter Package
from $549per month for 3 months
  • This package is ideal for those owners serious about ensuring their systems are fully optimized and running smoothly post conversion before taking the reigns themselves.
  • INCLUDES
  • -New Xero File Establishment: OR
  • -Data Migration to Xero
  • -Full Weekly Managed Bookkeeping for 3 months
  • -1 x BAS preparation Lodgement
  • -Training & Gradual Handover
  • -Additional 30 days system support from final handover date
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Data Migration to Xero

Converting data from an existing file to a new Xero file means that ALL data comes through – if you have errors and inconsistencies in your old file, a simple conversion to Xero will not fix this – it is conditional for all conversion services that the data in your old system is of high integrity and balances to your bank statements.

We cannot be held responsible for discrepancies in a newly converted file as a result of poor source data.

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