Xero Partners

Xero Setup. To get you going.

Whether you’re a start-up business or an established business with a history of transactions and a legacy accounting system, we can assist you to setup in Xero.

If you’re a confident Xero user we’ll set up a basic file for you for FREE and you take it from there or choose one of our Setup Packages to make the move even easier, as we guide you along the way.

Payroll Setup

Setting up Payroll takes a little more time and expertise. We set up the first 3 employees as part of the Complete or Transition packages, otherwise it’s a flat fee of $180 + $45/employee.

Work with an expert to set your books up right the first time. It will make a world of difference to getting accurate information to help you run your business.

BASIC SET UP

Includes:

  • Basic set up of Xero accounting file
  • Generic chart of accounts
  • Assistance setting up bank feeds

TRANSITION SET UP

Includes:

  • Full set up of Xero accounting file
  • Set up customised chart of accounts
  • Ensure GST classifications are correct
  • Customise document templates
  • Customise reports
  • Activate bank feeds
  • Payroll
  • General set up email support

COMPLETE SET UP

Includes everything in Transition plus:

  • Import Contacts
  • Set up existing chart of accounts
  • Conversion balances
  • 2 hr training session for MYOB files only
  • Import transactions from 1 July to conversion date
  • Payroll data

FREE

$360

* The price is from and once off

$675

* The price is from and once off

Xero Packages

Coleman Farrell has partnered with Xero, to offer versatile, functional, smart and streamlined financial management for small businesses in the cloud.

Subscribe to Xero for a flat monthly fee of $25, $50, $60, $70, $80, $90 per month. You subscribe through us and we can set up a Basic account for FREE to get you up and running OR assist you with the transition from your current system.

We also offer comprehensive monthly support packages which include bookkeeping assistance PLUS the monthly Xero subscription fee.

BASIC PACKAGE

Includes Xero subscription:

  • Starter: $25
  • Standard: $50
  • Premium10: $60
  • Premium 20: $70
  • Premium50: $80
  • Premium60: $90

CORE PACKAGE

Includes Xero subscription:

  • Quarterly BAS lodgement
  • Tax due date reminders
  • Monthly newsletter
  • Planning meeting

CORE + PACKAGE

Includes Xero subscription:

  • BAS Lodgement
  • Tax due date reminders
  • Monthly news letters
  • Planning meeting
  • Spot check Xero file
  • Business management reports
  • Unlimited Xero support
  • Bookkeeping assistance

IMPACT PACKAGE

Includes Xero subscription:

  • BAS Lodgement
  • Tax due date reminders
  • Monthly news letters
  • Planning meeting
  • Spot check Xero file
  • Business management reports
  • Unlimited Xero support
  • Bookkeeping assistance
  • Budget monitoring
  • Quarterly board meetings
  • Ongoing communication

$25

* Price is from and monthly

$90

* Price is from and monthly

$300

* Price is from and monthly

$900

* Price is from and monthly

Basic Package

When you purchase your Xero subscription through us we will setup a basic account for FREE or we can manage the transition from other accounting systems and setup the account for you. Perfect for self-sufficient businesses, with a hands-on business owner able to manage the online accounting process. If you only want to buy the Xero monthly subscription, then we can arrange that at the following prices:

  • Starter $25 – ideal for freelancers and small property investors
  • Standard $50 – great for most small businesses
  • Premium10 $60 – great for small businesses with up to 10 employees
  • Premium20/50/60 $70/$80/$90 – essential for businesses with 10+ employees who bank or transact in foreign currencies or high volumes.

You manage the account. We can provide setup and training support.

What you get:

  • Xero subscription
  • Our newsletter keeping you informed
  • A meeting to discuss opportunities to simplify or enhance your business situation or taxation structure
  • Or perhaps consider some of our inclusive service packages.

Core Package

Perfect for self-sufficient businesses, with a hands-on business owner able to manage the online accounting process. Choose the Xero subscription that suits your needs and we provide a few basic services to support you.

Core+ Package

Ideal for a successful business, who take financial management seriously – using the numbers to make real-time business decisions.

Impact Package

Suits a business wanting to focus on business and not accounting. The numbers are used smartly, real-time, regularly to guide decision making and monitor performance