What’s Included in Our Xero Service

Whether you need a health check, a full setup, a migration, or hands-on training, we handle the whole thing so your books are accurate, compliant, and easy to manage.

Every Xero engagement covers what’s needed for your specific situation:

01

Xero Health Check: full audit of your existing file for errors, miscodings and compliance issues

02

File clean-up: fix misclassified transactions, unreconciled accounts and incorrect GST codes

03

Done-for-you Xero setup: chart of accounts, bank feeds, users, tax codes and app integrations

04

Xero migration from MYOB, QuickBooks or spreadsheets: data mapped and verified

05

Payroll and STP setup: compliant with ATO Single Touch Payroll, super and entitlements configured

06

One-on-one Xero training: tailored to your industry, workflow and experience level

07

GST and BAS compliance check within Xero: tax codes and reporting verified

08

Ongoing support packages: troubleshooting, add-on training and Xero advisory as you grow

Who We Help with Xero Setup & Training

We work with all kinds of small business owners, from brand new Xero users to people inheriting a messy file from a previous bookkeeper.

Small Business Owners

Running a business is hard enough. We take Xero off your to-do list and make sure everything is set up correctly, so your books work for you, not against you.

Sole Traders & Freelancers

No more spreadsheets or chasing receipts. With the right setup and training, you’ll save time and have full control over your finances without needing to be a tech expert.

Businesses Switching from MYOB or QuickBooks

Moving platforms? We manage the Xero migration end-to-end (data, chart of accounts, historical transactions) so nothing is lost and you start clean.

Growing Teams with Payroll Needs

Recently hired staff or taken on contractors? We set up Xero Payroll and Single Touch Payroll correctly so you’re compliant with ATO requirements from day one.

Why Work With a Certified Xero Advisor?

Not all Xero help is equal. A Certified Xero Advisor has deep platform knowledge, access to Xero’s latest features, and the accounting expertise to make sure your file is both functional and compliant.

Certified Xero Advisors

We're not just accountants. We're Xero-certified. We know the platform inside and out and apply best practices that suit your business structure and industry.

We Fix What Others Miss

Inheriting a messy file? We specialise in finding and fixing misclassified transactions, duplicate entries, incorrect GST setups, and payroll errors, so you can move forward with confidence.

Plain English, One-on-One Training

We explain things simply, in English, Spanish, or Portuguese. You'll finish each session feeling confident, not confused. No jargon, no generic videos.

More Than Just Xero

As registered tax agents and CPA accountants, we can also help with BAS lodgement, bookkeeping, payroll compliance, tax planning, and ongoing business advisory.

How Xero Setup & Training Works - Step by Step

A simple process designed to get your Xero working correctly as quickly as possible, with zero stress for you.

1
Book your free 15-min call

We’ll understand your current Xero situation, what’s working, what isn’t, and what outcome you need. No jargon, no obligation.

2
We review your file or scope the setup

For health checks we review your existing Xero file. For new setups or migrations we gather your business details and chart of accounts requirements.

3
We provide a clear quote

You'll receive a fixed-fee quote covering exactly what needs to be done (health check, clean-up, setup, migration, or training). No surprises.

4
We do the work

We set up, migrate, or clean up your Xero file. Health checks and clean-ups typically take 1–3 business days. Full setups are usually completed within a few days.

5
Training session

We walk you through your Xero file: how to reconcile, process invoices, run payroll, manage GST, and generate reports. Sessions are typically 60-90 minutes.

6
Ongoing support

We’re here after training too. Ask questions, book follow-up sessions, or sign up for an ongoing support package as your business grows.

Support packages available

Frequently Asked Questions About Xero Setup & Training

What is a Xero Health Check?

A Xero Health Check is a full audit of your existing Xero file. We review it for errors, miscodings, unreconciled items, incorrect GST setups, and payroll issues. We then provide a clear report and recommendations for improvement.

How long does Xero setup take?

A new Xero setup typically takes 2–3 business days depending on complexity. Migrations from MYOB or QuickBooks may take slightly longer. We’ll give you a clear timeline during the initial call.

Can you migrate my data from MYOB or QuickBooks to Xero?

Yes. We handle Xero migrations from MYOB, QuickBooks, spreadsheets, and other platforms. We map your chart of accounts, import opening balances, and verify data accuracy before going live.

Do you set up Xero Payroll and Single Touch Payroll (STP)?

Yes. We configure Xero Payroll to be compliant with ATO Single Touch Payroll requirements, including employee records, super, pay rates, and entitlements. We also show you how to process pay runs correctly.

How long is a training session?

Training sessions are typically 60-90 minutes and are conducted via video call. We cover only what is relevant to your business (reconciliation, invoicing, GST, payroll, or reporting) and whatever you need.

Can I get training without the setup or health check?

Yes. If you already have Xero set up but want to use it more confidently, we can provide a standalone training session tailored specifically to your needs.

Do you work with businesses outside of Brisbane?

Yes. All Xero setup, health check, migration and training services are available via video call to small businesses anywhere in Australia.

Do you offer ongoing Xero support after training?

Yes. We offer ongoing support packages for troubleshooting, additional training, and Xero advisory as your business grows. Ask us about this during your initial call.

Get Your Free Xero Health Score

Not sure if your Xero is set up correctly? Answer 10 quick questions and get a personalised score, plus a clear breakdown of exactly what needs fixing. Free, no login required.

✓ Free · No login required · Takes 3 minutes · Certified Xero Advisors

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Muy bien informado y profesional. Mi declaración se presentó rápidamente y me devolvieron el dinero en unas semanas.

Orlando War
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Muy bien informado y es fácil ponerse en contacto con él. Excelente servicio de atención al cliente. ¡Muy recomendable!

Cristian Campo
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¡Excelente servicio! Transparencia total y solvencia profesional. Recibí un asesoramiento muy puntual y diligente de Sebastian. ¡¡¡100% recomendable!!!

Paula Guerra Sánchez
    

El servicio que he recibido de Sebastian ha sido excepcional. Con varios años de experiencia, siempre está muy actualizado.
Por supuesto volvería a hacer cualquier trámite con ellos debido a su alto nivel de conocimiento sobre el tema.

Sebastián González
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Recomiendo encarecidamente sus servicios de contabilidad, ya que la asistencia que hemos contratado es altamente profesional y muestra una gran experiencia en todos los asuntos de contabilidad empresarial y personal. Sin duda creo que la relación calidad-precio recibida supera con creces las expectativas de servicio

Eastman Velásquez
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El equipo de Y&S Accounting es muy eficiente. Siempre dispuesto a ayudar y asesorar de la mejor manera. Gracias de nuevo. 100% recomendable

Álvaro Guilarte
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¡Muy recomendable! Servicio profesional, rápido y eficaz. Nos guiaron y asesoraron bien durante todo el proceso.

Juan Polanco
    

¡Excelente servicio! Hice la declaración de impuestos y la jubilación con ellos, y todo salió bien. Muy profesional a la hora de responder y dar información. Los recomendaría al 100% a cualquier persona que requiera este tipo de servicio.

Valentina S
    

Muy bien informado y profesional. Mi declaración se presentó rápidamente y me devolvieron el dinero en unas semanas.

Orlando War
    

Muy bien informado y es fácil ponerse en contacto con él. Excelente servicio de atención al cliente. ¡Muy recomendable!

Cristian Campo
    

¡Excelente servicio! Transparencia total y solvencia profesional. Recibí un asesoramiento muy puntual y diligente de Sebastian. ¡¡¡100% recomendable!!!

Paula Guerra Sánchez
    

El servicio que he recibido de Sebastian ha sido excepcional. Con varios años de experiencia, siempre está muy actualizado.
Por supuesto volvería a hacer cualquier trámite con ellos debido a su alto nivel de conocimiento sobre el tema.

Sebastián González
    

Recomiendo encarecidamente sus servicios de contabilidad, ya que la asistencia que hemos contratado es altamente profesional y muestra una gran experiencia en todos los asuntos de contabilidad empresarial y personal. Sin duda creo que la relación calidad-precio recibida supera con creces las expectativas de servicio

Eastman Velásquez
    

El equipo de Y&S Accounting es muy eficiente. Siempre dispuesto a ayudar y asesorar de la mejor manera. Gracias de nuevo. 100% recomendable

Álvaro Guilarte
    

¡Muy recomendable! Servicio profesional, rápido y eficaz. Nos guiaron y asesoraron bien durante todo el proceso.

Juan Polanco
    

¡Excelente servicio! Hice la declaración de impuestos y la jubilación con ellos, y todo salió bien. Muy profesional a la hora de responder y dar información. Los recomendaría al 100% a cualquier persona que requiera este tipo de servicio.

Valentina S