Xero File Setup - For new business

Have you just started a new business? Still using Excel to keep track of your financial data? Or nothing at all?

Think it might be time to get it online and start a new Xero file?

Bayshore Bookkeeping can help by setting up your new Xero file. We will start a new file from the start of a new quarter. (Ideally the start of the financial year.)

This service includes everything you need to get started in Xero :

• Setup of organisation details

• Setup bank feeds (or assistance with)

• Setup bank rules for common/reoccurring transactions

• Setup and integrate Payments services (Paypal/Stripe/Square)

• Setup Invoice template

• Customise Chart of accounts (COA)

• Importing of bank csv file to start of quarter if needed to bring bankfeed up to date

• Setup and integrate included Hubdoc account

• Entering opening/conversion balances if required

Please note - This does not include Payroll Setup or any processing of transactions. Although we can help with these, but just need to bill separately.

After checkout you will be asked a few questions and a follow up email will be sent with further information we need so we can begin work ASAP.