Xero Migrations
& Setup
Make the move to Xero
Migration, transfer or a brand-new setup can be tailored to fit
your unique business and industry needs, staff skill levels and resources.
Get hands-on in the process or take a hands-off approach. With
our certified Xero experts your systems will be up and running in no time.
Expert assistance
Xero Certified Advisors
We are Xero accounting professionals, certified by Xero for our extensive knowledge and experience.
Migration Specialist
We are Xero certified migration specialists with extensive knowledge of Xero and migrating to Xero.
Expert Support & Training
We don't just move you to Xero and hope for the best. We provide training and ongoing support to ensure your sucess.
Customised to fit you
We customise your move to Xero based on your needs and resources.
Who is this for?
Our Xero migration, conversion, and setup services are perfect for those who want an Xero expert to undertake all or some of the many steps needed without stress.
We service business owners and their employees directly to get them up and running confidently. We also assist many accountants and bookkeepers who don't have time or expertise in this specialist area.
Focusing on practical application and a step-by-step approach, we aim for migration, conversion or setups to be fully completed before you start using Xero.
New business owners or setups
This service is perfect for business owners who want to use Xero but don't have the time, confidence or expertise to set up their own software.
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We can have your new system customised and ready to go so you can focus on other areas needed for your new business adventure.
Conversions from another system
Converting or migrating to Xero? It's not as simple as picking up your old system data and importing it into Xero. No two systems are alike.
If you want a hands-off approach we can handle the multiple steps for you.
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Alternatively, we can assist your employees with undertaking some or all steps with expert guidance. We can assist with planning, resource management, timelines, old system preparations, close-out checks, training and ongoing support etc.
Accountants & bookkeepers
Accountants and bookkeepers who are short on time, resources or knowledge in the specialist area of system setups, migrations and conversions.
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We work with you and your clients to make the process smooth, so you can focus on what you do best for your client. ​
Repair and fixup unsuccessful set-ups
Not all Xero setups, migrations or conversions go smoothly. From DIY disasters to disappointing ''expert'' agents.
We understand that sometimes it all goes wrong. We know some agents provide limited services leaving you to figure out the rest of the process, whilst others don't complete the job as expected.
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We work with you to identify what is missing in your setup, migration or conversion to Xero, offer possible solutions and where viable we can fix or complete tasks for you.
Migration, setup or conversion services
Not every business has the same resources or staff skills to set up or migrate to a new accounting system. Our approach to systems migrations or new system builds can be tailored to meet your exact needs. Before we begin we explore what areas are most relevant to you and your business. Areas we cover include:
Get your Xero on. Now.
1
Let's Talk
No two businesses are identical. The same goes for how they setup or move to Xero. Before we get started we like to know you better to help you better.
2
Implementation Plan
We create an implementation plan customised to your organisation, staff capabilities, and available resources.
3
Migration & Set up Delivery
We do the work for you or manage the process on your behalf. You can rest easy knowing your transition to Xero is in good hands.
4
Ongoing Support
We don't just love you and leave you. We offer ongoing support, additional training and outsourced consulting services until you are confident to do it all by yourself.