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Consultation to review goals
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Custom chart of accounts
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Set up bank feeds and connection of add-ons
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Branded invoice template
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Set up tracking categories
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Customised dashboard
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Set up payroll
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Issue logins for your team
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One-on-one training session
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Set up opening balances
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Enter in opening balances
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Custom chart of accounts
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Set up fixed assets register
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Set up tracking categories
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Set up bank feeds
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Customise dashboard
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Branded invoice template
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Set up payroll
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Issue logins
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Up to 2 years of data including:
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Customer and supplier contact information
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Chart of accounts
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Account balances
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Supplier balances
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Transaction history
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Employee information
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Xero/QuickBooks file setup including:
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Bank feeds are working properly
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Chart of accounts are correctly structured
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Default tax codes are appropriate
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Fixed assets are set up properly
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Payroll, employee and superannuation settings are set up properly
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Review of your current financials to ensure:
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Bank accounts are reconciled correctly
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The general ledger reconciles to the Payable and Receivable balances
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Activity statements and GST reports agree
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Payroll and superannuation payments have been coded correctly
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Recommendations on completion of Check Up Phase