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I'm an accountant or bookkeeper

Let us take care of your clients’ Xero conversions

We know that Xero conversions are not your core business, so let our experts in Xero do the hard yards for you. We will work with your clients to plan and implement their move to Xero, completing a personalised set up and supporting the implementation of connected apps they need to run their business efficiently. We can also provide personalised Xero training and ongoing Xero support if your clients require that. 

 

We don’t offer accounting or bookkeeping services so your client is safe with us. Once they are set up and ready to go, we’ll hand them back to you so you can continue to provide your excellent service to them.

 

Before we get started, we will spend 30 mins with your client, understanding their business needs and their reasons for wanting to move to Xero. From there, we can scope their implementation needs and provide a quote for the conversion process as well as a proposed conversion timeline.

 

Prices start from $1,000 plus GST per conversion and Xero set up

Let us run a Health Check on new Xero clients' files

When you take on a new Xero client, you want to understand if there any gaps in their Xero file. We'll do a thorough review of the Xero file and provide a report identifying areas that need your attention.

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Refer your clients to us and we’ll train them

We know that time is money for you and training is not usually your core business. Refer your clients to our group workshops and we’ll teach them Xero best practice use, in a fun and interactive environment.

Host a training workshop for your clients and we’ll do the training

Training is what we love to do. If you have a group of clients to train, we’ll come in and run the sessions for you!  We can provide them with an outstanding learning experience, whilst upskilling them in Xero. It’s a win-win for everyone. 

Let us support your clients via the Xero Wingman programme

If you’re struggling to deal with lots of client queries about Xero, leave the heavy lifting to us.  We can provide regular phone or video call support to your clients at a time that suits them. Leaving you to do what you do best.

Maximise your Xero subscription today

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