Agere Accounting & Advisory

Setup

• Custom Current Chart of Accounts for your industry
• Setup company information
• Setup bank accounts + feeds (where available)
• Setup tracking categories
• 1 set of Standard invoice, credit notes & statement template
• 1 set of custom invoice, credit notes & statement templates
• Issue initial logins for the team

Training

Our Xero training is specially conducted over 2 full sessions.  
The initial session and a refresher session 3 months later to address follow-up queries after using the system for 3 months to use Xero effectively.

Each session comprise of 4 hours training for up to 6 users.

• Private 4 hours training on your Xero setup
• Training conducted by a Xero Certified Advisor
• Performed at our premises for up to 6 users
• Accounting knowledge

Setup

• Upload Current Chart of Accounts
• Setup company information
• Setup bank accounts + feeds (where available)
• Customise dashboard
• Setup tracking categories
• Setup standard payroll pay items
• Up to 2 sets of custom invoices, credit notes & statement templates
• Issue initial logins for the team

Training (2 sessions over 3 months)

• Customised 4 hours training on your Xero setup
• Training conducted by a Xero Certified Advisor
• Performed at our premises for up to 6 users

Xero Support

• Unlimited post-implementation support for 6 months after implementation
• All queries must be submitted via email
• Priority support via skype, email or phone
• Accounting knowledge

For companies with minimal transactions. Get bi-annual expert advice, annual corporate tax and compliance report taken care of and your accounting and Xero support questions answered.

• Xero subscription (standard plan)
• Annual Compilation Report / Unaudited Financial Statements 
• Annual Corporate Income Tax Returns
• Annual Management Reports
• Annual Meeting with a Business Advisor
• 3 support queries every month
• Annual Insights Dashboard  NEW!!

*This package do not include bookkeeping. All accounting transactions are to be input by the client directly into Xero.

Get quarterly reports and expert advice, annual corporate tax and compliance report taken care of and your accounting and Xero support questions answered.

• Xero subscription (standard plan)
• Annual Compilation Report/Unaudited Financial Statements
• Annual Corporate Income Tax Returns
• Quarterly Management Reports
• Quarterly Meeting with a Business Advisor
• 3 support queries every month
• Quarterly Insights Dashboard  NEW!!

*This package do not include bookkeeping. All accounting transactions are to be input by the client directly into Xero.

Get monthly reports, quarterly expert advice, annual corporate tax and compliance report taken care of and your accounting and Xero support questions answered.

• Xero subscription
• Annual Compilation Report / Unaudited Financial Statements
• Annual Corporate Income Tax Returns
• Monthly Management Reports
• Monthly Meeting with a Business Advisor
• 5 support queries every month
• GST submission
• Monthly Insights Dashboard NEW!!

*This package do not include bookkeeping. All accounting transactions are to be input by the client directly into Xero.