Advice for Small Business Startups/Software Conversions

Once your accountant has set up your new business, we can help you choose the right cloud software suitable for your business needs. After we complete the software set up, onsite training can be provided so you become familiar using your new product.

We also provide business with software conversions from desktop to cloud software. Once this conversion process has been completed, we can also offer onsite training in your new software.

  • Conversions into Xero or Intuit from current accounting software
  • Xero setup and training
  • Intuit setup and training
  • MYOB set up and training

Initial Cloud Software Setup

If you are new to business or moving your desktop file to the cloud, we can offer setup and training. This ensure that your file is accurately setup and in compliance with the ATO. Our package includes:

  • Create Online file
  • Add details to the file to include:

    • - Address
    • - ABN/TFN
  • Add Bank and Credit Card Accounts
  • Client supplies Bank CSV file
  • Setup user account and access
  • Upload Company Logo
  • Standard Chart of Accounts
  • Standard Trial Balance – Bank, Credit Card Balances, Accounts Payable/Receivables
  • One (1) Invoice Template
  • Setup Support included
  • Introductory Training
  • Excludes Payroll Features

Total Cost $297.00

For Payroll Setup prices start from $70.00

Bookkeeping Success Training

Our small training session, limit to 3 employees will develop further knowledge of their cloud based program by:

  • Assisting staff with basic functions of their cloud based system
  • Assist staff that they are familiar with:

    • - Chart of Accounts
    • - Bank Rules
    • - Preparing Reports including BAS
  • Bank reconciliation
  • Payroll functions

½ day Training $320.00