Xero Setup & Payroll Systems
Set up your accounting systems so they're easier to manage from day one.
Xero can make running your accounts much easier when the setup reflects the way your business actually works.
JOE CA can configure your Xero organisation, make sure the starting information makes sense and show you how to handle the everyday accounting tasks you'll need.
We can also help you choose and establish a payroll system suited to your employee numbers and requirements.
Is this service for you?
This service may suit you if you're:
- Starting a new business and need Xero set up.
- Moving your accounting into Xero.
- Establishing your accounting records for the first time.
- Needing help understanding how to use Xero day to day.
- Choosing a payroll platform.
- Dealing with historical records or information that needs to be brought into the new system.
Xero setup tailored to your business
Before treating the setup as complete, Joe checks that the starting information reconciles.
You'll also be shown how to carry out the everyday tasks relevant to your role.
A typical Xero setup can include:
- Organisation settings.
- Financial year and GST settings.
- A useful chart of accounts.
- Bank-feed connections.
- Invoice settings.
- Customer and supplier information where required.
- Opening balances and conversion information where required.
- Relevant fixed asset or inventory records.
Historical data, cleanup and migration
A clean new business with no historical accounting data is relatively straightforward to establish.
Where existing records need to be cleaned up, reconciled or migrated, we'll first assess the work required.
Payroll-system guidance
The right payroll system depends on the size of the business, employee numbers and what you need the system to do.
JOE CA can help you assess an appropriate option and assist with the setup.
Joe predominantly works with Xero alongside payroll platforms including:
- iPayroll
- Thankyou Payroll
- Crystal Payroll
JOE CA can work with the support resources provided by those platforms where required.
Payroll setup is scoped separately where needed.
Training and ongoing support
Setting the software up is only useful if you know how to use it.
Joe provides practical guidance on the everyday Xero tasks relevant to your business and can provide ongoing support when questions arise.
The aim is to give you a workable accounting system and enough understanding to use it effectively.
- Learn the day-to-day tasks relevant to your role.
- Ask questions as they arise.
- Build confidence using your accounting system.
- Get support that considers the wider accounting and tax picture.
How it works
- 1
Review what you need
We'll discuss the business, your current accounting setup and whether you're starting clean or bringing across existing information.
- 2
Agree on the setup
We'll identify what needs to be configured and whether any migration, cleanup or payroll work is required.
- 3
Set up and reconcile
The agreed accounting setup is completed and the starting information checked.
- 4
Learn how to use it
Joe will show you the everyday tasks you need and agree on any ongoing support required.
How is this service provided?
Xero setup can be considered individually or as part of an ongoing accounting relationship.
For clean startups with no historical data, the initial Xero setup is included in applicable accounting packages.
Historical cleanup, detailed data migration and payroll setup are separately scoped where required.
If you're not sure what applies to your situation, call Joe and talk through your current setup.
Why work with JOE CA?
You'll work directly with a Chartered Accountant who can consider both how the accounting system is configured and how the information will ultimately be used for reporting, tax and running the business.
Joe's teaching experience also means the focus is on helping you understand the system rather than simply setting it up and leaving you to work it out.
- Deal directly with your Chartered Accountant.
- Xero Gold Partner and Certified Advisor.
- Xero setup considered alongside the wider accounting picture.
- Practical explanations in everyday language.
- Focused on micro and small businesses.
- Clear scope before work begins.
What clients say
“Joe at Joe Ca Ltd was recommended to us by a friend, and we've worked with him for the past few years. Throughout that time, he has been responsive, knowledgeable, and a trusted advisor. As our business has grown, Joe has helped us better understand our financial performance and has put in place reporting systems that have given us greater visibility and confidence in managing the business. We have found his advice and support to be invaluable.”
Frequently Asked Questions
Related: Xero Bookkeeping Services · Annual Accounts & Financial Reporting · Xero Bookkeeping & Financial Reporting Training · All services
Need help getting Xero or payroll set up properly?
Tell Joe what you're currently using, what isn't working and what you need the system to do.
We'll help you work out the next practical step.