Xero Setup and Conversion

We are Xero Gold Champion Partners, and proud of it!

We love cloud accounting, and recommend Xero.

We will help you set up and consult with you when you have any questions.

Imagine having access to your numbers, at any time. No receipts, excel spreadsheets or bank balances, everything is together and accessible via computer, mobile and iPad. You can see it, and so can we, so we will always both know how your business is tracking.

At Optimised Accounting we harness the power of technology and use multiple cloud systems, and we recommend it to our clients wherever possible.

Your business bank account transactions will automatically show up on your Xero account, and show what you have been spending your money on, as well as what money is coming in. You allocate what kind of transactions they are as you go, so when it comes to End of Financial Year all the hard work has already been done.

Xero is always improving and adding more features, so no matter how big your business is there is something for you. This includes payroll, accounts receivable, accounts payable and super.

Traditional accounting systems aren’t truly ‘live’ and can be unreliable, as well as time consuming. Xero is very secure, always up to date, and you never need to download the new software. There is simply a monthly fee for Xero access, which we will direct debit with your engagement.

But the most important thing about Xero, it’s very easy to use, and we’ll show you how!

We are classed as ‘Xero Gold Champions’ from all of the clients that we have using Xero.

In fact, not only this but we are also ‘True Blue’. This is because 99.9% of our clients are using Xero.

We love it that much!

Easy to use
Always up to date
Secure
Multiple users
Nothing to install
Different versions and upgrades depending on what you need

Connects straight to your bank
View it on all devices
Track your expenses
No paperwork
All transactions kept in one place
Send invoices & track

We are proud to be not just Xero Gold Champions, but True Blue.

These are our Xero certifications, which can be seen here.

Xero Migration Specialist

Xero Advisor Certified

STP Ready Specialist

Xero Payroll Certified

What our clients say:

‘Optimised Accounting are our business Accountants and I have been very happy with them. They handled a change to Xero with expert precision and continue to provide excellent service. Responses are always handled quickly and the tax planning sessions prior to EOFY are very helpful.’