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Assessment Review your current system — QuickBooks, spreadsheets, or another platform — and map what needs to move. |
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Setup & configuration Chart of accounts, bank feeds, tax settings, and user permissions, built around how your business actually operates. |
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Data migration Historical transactions, open invoices and bills, and account balances brought over accurately — not just the easy parts. |
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Team training Hands-on training so your team can actually use what's been set up, from basic invoicing to reporting. |
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Go-live & early support We stay close through the first close, then hand off into ongoing support and optimization. |
Unleashed
Advanced inventory
Deeper inventory management for businesses that outgrow Xero's built-in tracking.
ApprovalMax
Workflows & approvals
Customizable approval chains with real-time sync back to Xero.
Fathom
Management reporting
Dynamic dashboards, KPI tracking, and forecasting on top of Xero data.
Precoro
Procurement
Centralized purchasing with data synced back into Xero automatically.
Syft
Analytics & consolidation
Group reporting and consolidated financials across multiple entities.
| Most businesses do fine on Xero's standard feature set. We recommend an add-on when there's a specific gap it solves, not by default. |
Track record
13+ years
Running finance & accounting operations for growing companies
Xero status
Gold Champion
Certified Advisor; two-time Xero Asia Partner of the Year (2019 & 2025)
Delivery
1,500+ engagements
Across accounting, systems, and ERP work
Certified experts
Xero Certified Advisors handling both the accounting setup and the platform configuration.
Built around your business
A tailored setup based on how your business actually runs, not a generic template.
Timely support
Real answers during setup and after go-live — not a ticket queue that goes quiet.
Outcomes, not projects
We measure success by whether your books actually work day to day, not by closing a project.
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How long does Xero setup or migration take?
For most small and mid-sized businesses with straightforward books, a few days to a few weeks. Larger businesses with add-ons, multiple entities, or complex historical data may take several weeks to a month.
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Can you migrate data from QuickBooks or another system?
Yes — historical transactions, open invoices and bills, and account balances are brought over as part of a defined migration process, not rebuilt from scratch.
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Will we lose historical data in the switch?
No — the goal of a proper migration is that your historical records carry over accurately, so past reporting still holds up after the move.
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How complex is Xero to set up compared to other accounting software?
Generally straightforward, especially for single-entity businesses with simple structures. Complexity goes up with multiple entities, inventory, or add-ons — which is exactly where having someone who's done it before helps.
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What does a Xero partner actually do?
Setup and configuration, data migration, team training, and ongoing support — plus advising on which add-ons are actually worth it for your business, instead of bundling everything by default.

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