XERO Setup Training and Conversions

At RBK Advisory, we work to make it easier for our clients to handle their day-to-day operations, especially regarding their finances.

Xero is a cloud-based industry leader in accounting software, offering a range of features that can save you time and money. Xero integrates seamlessly with a range of process applications, and with help from the experts at RBK Advisory, we can ensure a quick setup and conversion to the Xero platform from your existing provider, with the accompanying training to ensure your team can operate it successfully.

Xero offers a range of features that will make your day-to-day operations much simpler, inclusive of:

• Smart reports
  Enjoy flexible, customisable and smart reporting that can be generated whenever and however you want.
• Bank feeds
  Link Xero with your bank accounts for automatic bank reconciliation, payroll, and business transactions, all automatically imported and recorded.
• Real-time collaboration
  Access your account at the same time as your accountant. Multiple users can simultaneously access files allowing for offsite work and collaboration.
• Inventory control
  Xero means easy tracking and monitoring inventory with automatically recorded sales and purchases.
• Business files/document organisation
  Enjoy easy referencing to access receipts, quotes, or invoices.
• Invoicing
  One of the most loved features of Xero is the seamless invoicing. Professionally formatted invoice templates are fed through an automated delivery process to save time and ensure invoices are paid.
• Payroll
  No more repetitive and laborious payroll processes! Xero payroll simplifies everything, tracking employee hours, calculating salary and taxes, and automatically recording it to a ledger.
• Security and data protection
  All data and sensitive business information is protected by multi-layered security via servers with 24/7 physical security.
• The Xero Me app
  Xero Me allows for mobile interactions while on the go. Streamline employee interactions and allow your staff to manage leave requests and view pay details and payslips from anywhere.

If you make the smart decision to move to Xero, an RBK expert will begin the process by analysing your business, goals, and existing accounting software to determine the best conversion process. We’ll recommend and train you and your team on the most efficient ways to use Xero to get the most out of the platform.

Your historical data will be imported into Xero, and we will set a clear timeframe for your conversion. Our certified advisors will then activate bank feeds, import transactions, set up employees for payroll and customise your accounts.

Most of the larger accounting platforms allow for migration to Xero, made easier with the RBK conversion process. These include:

• MYOB Account Right
• MYOB Account Edge
• MYOB Essentials
• Sassu
• Sage
• Cashflow Manager
• Freshbooks
• Wave
• Reckon Hosted
• Reckon Desktop
• Intuit Quickbooks Online
• Quickbooks Desktop
• And more

RBK Advisory is one of only two BCorp certified accounting firms in Australia, and our experts know exactly what your business needs to achieve an efficient and beneficial finance process. Our ethical approach spans the services offered by the entire RBK team, which is made up of:

• Accountants
• Financial advisers
• Lawyers
• Engineers
• Consultants
• Advertising professionals
• Architects
• And more

We view your business through a unique lens which leads to an outside-of-the-box approach, using our in-depth knowledge base and real-world experience to ensure the best outcomes. In addition, we use a future-proofed process to ensure you benefit today and tomorrow.

Let the decades of experience held by the RBK Advisory team position your business for real success, like we have for many others. So let’s chat about your Xero conversion today!