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Xero is one of the most widely used cloud accounting platforms in Australia, and when it is set up correctly it makes managing your business finances considerably easier. We set up and configure Xero for small and medium businesses, migrate existing data when needed, and provide training so your team can use the system with confidence. The goal is a setup that supports accurate reporting and connects cleanly to your broader accounting and compliance obligations.
Xero is one of the most widely used cloud accounting platforms in Australia. When it is set up correctly it makes managing your business finances considerably easier. When it is set up poorly, it creates ongoing reconciliation problems, unreliable reports, and data that cannot be trusted.
Many businesses use Xero without ever configuring it properly. A chart of accounts that does not reflect how the business operates, bank feeds that are not feeding properly, and GST settings that are incorrect can all create issues that compound over time and lead to significant cleanup work later on.
We set up and configure Xero for small and medium businesses, migrate existing data when needed, and provide training so your team can use the system with confidence.
Common Xero setup failure points:
The table below summarises the core setup areas and why each one matters:
| Setup Area | What We Configure | Why It Matters |
|---|---|---|
| Organisation Settings | Business details, financial year, GST registration, invoice settings | Foundation of accurate reporting and compliance output |
| Chart of Accounts | Custom account structure reflecting how the business operates | Determines how transactions are categorised and how reports are structured |
| Bank Feeds | Bank feed connection guidance (you authorise with your bank) and bank rules for recurring transactions | Bank feed activation is on the bank's side; rules and reconciliation training keep the file clean |
| Tax Settings | GST registration, BAS reporting period, PAYG configuration | Ensures compliance output is accurately formatted |
| Payroll (if applicable) | Employee records, pay items, leave entitlements, STP setup | Allows payroll to be processed and reported correctly from day one |
| User Access | Staff roles and permissions across accounting and payroll modules | Controls who can view and process transactions |
We tailor the setup to how your business operates and train your team to use Xero confidently for their day to day work.
We configure your Xero organisation from the ground up, covering business details, financial settings, GST registration, and reporting preferences.
A custom chart of accounts that lines up with how revenue and costs actually flow in your business makes reconciliation faster and gives you a much clearer picture of where the money is going.
Bank feed activation has to be authorised by you with your bank for security reasons, so we cannot set them up directly. We walk you through what to request from your bank and help you connect each feed once it is approved.
Xero supports a broad app ecosystem and we can help connect the tools you already rely on:
Moving to Xero from another accounting platform is rarely a clean line by line transfer. In practice, migrations are handled case by case.
We train your team to use Xero for their day to day work, tailored to how your business actually uses the system.
Keeping reconciliation clean over time depends on who is handling the day to day bookkeeping. If we are doing your bookkeeping, we maintain it as part of the engagement. If your team is handling it, training and structure are what keep it clean. For businesses with a backlog of unreconciled transactions, cleanup is charged hourly based on the time required to work through the data and bring the accounts current.
We provide Xero setup, configuration, and training to business clients across Australia. Setup and training sessions are delivered remotely on Zoom, which means location is no barrier to getting your accounting system working properly.
Whether you are based in Queensland, New South Wales, Victoria, or anywhere else in Australia, the process is the same and the file is set up to suit your business.
Do you only work with Xero?
Xero is our primary cloud accounting platform and the one we recommend for most small and medium businesses. We can advise on whether Xero is the right fit for your business and, if so, manage the setup and migration process.
How long does a Xero setup typically take?
Setup time depends on two things: how quickly your bank feeds activate (this varies by bank and is on the bank's side once you authorise the connection) and how quickly information is shared back with us. For a new business without much historical data, 2 to 3 days is typical. Migrations and cleanups with more data, more accounts, or more historical transactions take longer depending on the volume involved.
Can you fix a Xero setup that was done incorrectly?
Yes. We work with businesses regularly that have an existing Xero file with configuration problems. We review the current setup, identify what needs to be corrected, and work through the changes systematically. This often involves reconciling historical transactions and rebuilding sections of the chart of accounts. Cleanup work is generally charged hourly based on the time involved.
What does the training cover?
We tailor training to your team's role and how your business uses Xero. For business owners, this typically covers reviewing reports and understanding your financial position. For admin and bookkeeping staff, we cover transaction processing, reconciliation, invoicing, and payroll where applicable. Reports themselves are something we prepare for you as part of the wider accounting engagement, so training focuses on day to day use rather than building reports.
Will you continue to support us after the setup is complete?
Yes. We provide ongoing support for businesses after the initial setup. This includes answering questions as they arise, updating the system as your business changes, and training new staff members who join your team.
Do you work with clients outside Queensland?
Yes. We work with business clients across Australia through a structured remote model. Xero setup and training sessions are delivered remotely using screen sharing tools, which works well regardless of location.
A few recent Google reviews from clients who use us for business tax, bookkeeping and ongoing support.
Katiija Legood
“We’ve been with Simply Tax since starting our small business and couldn’t be happier. Always friendly, patient, and incredibly knowledgeable.”
Mike
“In all avenues of service Simply Tax has been excellent. For a first time ABN holder like me, the team has really been of great help.”
Rob Lynch
“Prompt and communication is excellent. Very happy with many years of service from Simply Tax Solutions.”
Sarah Roberts
“This is the second year we’ve used Simply Tax Solutions for our partnership return. Prompt, professional and helpful when preparing details for the ATO.”
Alistair Ogden
“A great choice as our tax agent. Gideon and the team are super friendly, always available to answer questions, and make organising tax so simple.”
Review excerpts shown for readability. Full reviews available on Google.
Whether you are starting a new business, implementing a growth strategy, or reviewing a structure that no longer serves you, we will help you make a clear, informed decision and set everything up properly from the beginning.
Talk to Our Accounting Team