Xero setup and training
Xero setup for small business, done properly across Australia
The right Xero file, the right connected apps and a team trained to use both.
Is this for you?
A bad Xero setup costs you every day it runs. If you are starting fresh, or living with a file that never quite worked, we set it up properly, from the chart of accounts to the apps connected around it.
Sterix is a technology forward firm. Our own practice runs on Xero and the apps connected to it, so we recommend tools we use, not tools we read about. The goal is a system where data enters once and flows through to reports you trust.
How a setup runs
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Identify and advise
We look at how your business runs and recommend the setup that fits, in writing, before any work starts.
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Implement
We build the new file or clean up the old one, to an agreed timeline, and move your data across without losing history.
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Train your team
Short practical sessions for the people who will use the system, recorded so new staff can learn the same way later.
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Ongoing support
After go live we stay available. Questions get answered while they are small, before they turn into messes.
What is included
- Xero setup and file cleanup. A new file built correctly, or an existing file repaired until every account reconciles.
- Connected app setup. POS for hospitality, practice management for clinics and job management for trades, connected and tested.
- Staff training. Hands on sessions shaped around your workflows, not generic tutorials.
- Support after go live. Help on call in the weeks after launch, when questions are most frequent.
Once the file is set up, most clients hand us the day to day as well. Our bookkeeping service keeps the new system current. To scope a setup or a cleanup, head to our contact page.
Set Xero up properly
Book a free discovery call and we will assess your current file, or plan a new one, with no obligation.