Trusted by clients globally
Xero Setup and Migration
Smooth, accurate Xero setup and migration services to ensure your financial data is structured correctly from day one.
Get Your Xero Setup Right From the Start
Transitioning to Xero can improve visibility, efficiency, and control — but only if done correctly. I manage the entire migration process with care and attention to ensure your data integrity is preserved and your setup is fully optimised for your business needs.
Services Include:
Clean and Structured Data Import
Custom Chart of Accounts Setup
Historical Data and Opening Balances
Payroll and Bank Feed Integration
Xero Add-Ons and System Compatibility Review
Training Sessions and Post-Migration Support
Move to Xero with Confidence
Whether you are moving from spreadsheets, MYOB, or another legacy system, I manage the transition carefully to minimise disruption to your business. I ensure historical data is migrated accurately, opening balances are correct, and your Xero file is structured to suit how you work so that you can move forward with confidence.
“Paula is an absolute star. Prompt, smart and totally went above and beyond what I was expecting from her. There’s a reason she has soooo many five-star reviews. Will definitely use her again!”
FAQ's
What is included in a Xero setup or migration?
This can include setting up your Xero organisation, migrating historical data, reviewing opening balances, configuring tax settings, and structuring the file to suit your business needs.
Will I lose any data during the migration?
No. I take a careful, structured approach to ensure data integrity and accurate transfer of all information.
How long does a Xero migration usually take?
Timeframes vary depending on the complexity of your current system and the amount of data involved. I will provide a clear timeline once your setup has been reviewed.
Can you work with my existing accountant or bookkeeper?
Yes. I am happy to work alongside your accountant or bookkeeper to ensure the migration aligns with your reporting and compliance requirements.
What if my Xero file is already set up but needs fixing?
I can review and tidy existing Xero files, correct structural issues, and ensure your setup is accurate and compliant.
Let Me Make Things Simple
Whether it is ongoing help or a one-off task, I am here to make things easier.