Xero Conversion and Training

If you are sold on the idea of using Xero but want to keep your current bookkeeper, or do-it-yourself, Surf Coast Consulting also offers a Xero Conversion and Training service as a once-off consulting exercise.

I can convert your current accounting software to Xero, train you, your staff and/or your bookkeeper how to use it, and even hold your hand until you feel ready to let go.

Once I’m finished, Xero will be “talking” to your bank to make daily reconciliation a simple click of the mouse; and you’ll be able to see at a glance if any bills or payments are outstanding. I can also enter monthly totals from your old system so that you have historical figures within Xero for comparison purposes.

Xero Certified Advisor

The best way to ensure you get the most out of Xero is to use a Xero Certified Advisor, like me, to do the conversion, so that Xero is set up properly. This includes making sure the move from your old system is comprehensive and complete, and that any teething problems are kept to an absolute minimum.

My Xero Conversion and Training service will help you get your books in great shape, and help you fine-tune your current processes to get the most from Xero.

Healthy books, healthy business, healthy you.