| Setup
Set up of
new file
- Consultation to review goals
- Tailored Chart of Accounts
- Set up bank feeds and connection of add-ons
- Set up of transaction rules
- Branded invoice, quote and statement template design
- Set up tracking categories
- Customised dashboard
- Set up payroll including Super and STP
- Issue logins for your team
- One on one training session
- Enter opening balances (if applicable)
- Training
| Migration Migration of new data file from other system
- Tailored Chart of Accounts
- Set up bank feeds and connection of add-ons
- Braded invoice, quote and statement template
- Set up tracking categories
- Set up Items (Products and Services)
- Customised dashboard
- Set up payroll including Super and STP
- Up to 2years of data including:
- Customer and supplier contact information
- Entering in opening balances including
- Customer and Supplier balances
- Transaction history
- Employee information
- Account opening balances
- Set up fixed assets register
| Review Review and Health
Check of file
- Xero, MYOB and QuickBooks file setup including:
- Bank feeds are working properly
- Bank Rules are being used correctly and efficiently
- Chart of accounts are correctly structured
- Default tax codes are appropriate
- Payroll, employee and superannuation settings are set up properly
- Review of your current financials to ensure:
- Bank accounts are reconciled correctly
- The general ledger reconciles to the payables and receivables balance
- Activity statements and GST reports agree
- Payroll and superannuation payments have been coded correctly
- Recommendations on completion of Review
- Fixed assets are set up properly
- Report on data integrity
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