Cloud accounting, set up properly from day one
Starting fresh or switching software? We set up Xero, MYOB or QuickBooks correctly – chart of accounts, GST, bank feeds, payroll and apps – so your books are right from the start.
- New setups and full data conversions
- Bank feeds, rules and app integrations
- Handover training for you and your team
A bad setup costs you every single month
Most messy books trace back to how the software was set up: a generic chart of accounts, wrong GST settings, duplicated bank feeds or payroll items that don't match STP categories. Every month after that takes longer and is more likely to be wrong.
We set up your file the way an accountant and tax agent would want it – tailored to your industry, structure and reporting needs.
- Industry-specific chart of accounts
- GST and BAS settings checked
- Payroll set up for STP Phase 2
- Xero
- MYOB Business
- QuickBooks Online
- Employment Hero & payroll apps
- Dext, Hubdoc & receipt capture
Setup and migration services
New file setup
Organisation settings, chart of accounts, tax rates, tracking and invoice templates.
Software conversions
Move from desktop MYOB, QuickBooks Desktop, Reckon or spreadsheets to the cloud.
Bank feeds & rules
Bank and card feeds connected, with smart rules to automate reconciliation.
Payroll setup
Employees, pay items, leave, super and STP connection configured.
App integrations
Shopify, Stripe, Square, Dext, practice management and job management apps connected.
Handover training
A tailored training session so you know how to use your new system.
Setup + training = independence
Want to do your own bookkeeping? Pair your setup with our bookkeeping training and you'll be confident running your books day to day, with us on call for BAS, year-end and tax.
- Opening balances
- Conversion checks
- Historical data
- User permissions
- Approval workflows
- Documentation
- Xero – great app ecosystem
- MYOB – strong payroll & inventory
- QuickBooks – simple for sole traders
- We'll recommend, not upsell
How it works
Consult
We learn how your business runs and recommend the right software.
Configure
We build and configure your file, feeds and integrations.
Convert
Opening balances and history migrated and checked.
Train
Handover session and written notes for your team.
Xero, MYOB & QuickBooks setup for every industry
We work with businesses of every shape and size. These are the industries we know best.
Construction & trades
Job costing, progress claims, subbies and TPAR sorted.
ExploreHealth & allied health
Practice software, GST-free services and contractor pay.
ExploreArchitects & design
Project fees, WIP and profitability by stage.
ExploreDoctors & medical practices
Service fees, practitioner payments and payroll tax risk.
ExploreProfessional services
Billable time, retainers and utilisation reporting.
ExploreMarketing & creative agencies
Retainers, freelancers and profit per client.
ExplorePrivate clients & families
Household finances, investments and family trusts.
ExploreE-commerce & online retail
Shopify, Amazon, Stripe and inventory reconciled.
ExploreGrowing businesses & startups
Systems, forecasts and structure for the next stage.
ExploreXero, MYOB & QuickBooks setup: your questions answered
Which is better – Xero, MYOB or QuickBooks?
All three are good. Xero has the biggest app marketplace, MYOB is strong for payroll and inventory-heavy businesses, and QuickBooks is simple and cost-effective for smaller businesses. We recommend based on your needs.
Can you move my historical data?
Yes. Depending on your old system we can convert full transaction history or bring across opening balances and summary history.
How long does setup take?
A new setup is usually ready within a week. Conversions typically take one to three weeks depending on data volume.
Related services
Bookkeeping training
Learn to confidently do your own books
Payroll & STP
Pay runs, super and Single Touch Payroll handled for you
Catch-up bookkeeping
Months or years behind? We'll bring you up to date