XERO Setup Training and Conversions

We make it easy to set up a new Xero file, including a move of your historical data from other major providers. Let RBK train your team to use Xero today.

What is XERO?

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.

Why you should choose Xero

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.

How an RBK Xero conversion plan works

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.

Platforms that allow for Xero conversions

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

A tailored Xero setup and conversion package

Your Xero conversion will be a smooth and seamless experience, thanks to our expert team. The initial step can be customised and optimised based on your business needs, inclusive of the following:
Initial chart of accounts creation
Our team will assess your books to define and analyse your chart of accounts. We will then create a Xero version with the best structure for your business.
Payroll balance and set up
Payroll requires a comprehensive setup process to ensure Xero saves you time and simplifies your payroll system. From tracking employee hours to salary and tax calculation, leave balances, and more, we'll ensure your payroll process is perfect.
Conversion from other software programs
Your new Xero account will be set up with the successful migration of your previous data.
Initial training and support
We'll ensure you and your team know what you are doing with high-quality Xero training. Xero is very user-friendly, but some basic training will be required initially.
Template customisation
All invoices, statements and emails can look their best thanks to branded templates customised to your business requirements.
Import of opening balances
A seamless transition means picking up right where you left off. We'll ensure your opening balances, outstanding items and complete history are transferred to Xero.

Why trust RBK Advisory with your Xero setup and conversion?

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!

“We have been happily working together for 15 years. Jon has helped our business grow and evolve by providing expert advice every step of the way. Our business and personal circumstances are constantly evolving and Jon is always on hand with fast response times to guide us through. His approachable nature and honest feedback make him a pleasure to work with.”

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