Phone:  +1.403-453-4734

Training and Support

​We are firm believers that the setup of a clients' accounting system is only one piece of the process, that is why our setup and file conversion packages include two 1.5 hr training sessions to help you become familiar with Xero.  During these two sessions we will show you how to effectively use Xero to run your business and will fine tune the settings to make sure the features are optimized to save you time.

​Once the basic training is completed we are still here to help you with ongoing support when you need it and can tailor custom packages for additional training or support on an hourly or fixed fee basis.

xero service packages

Simple solutions for your business

Xero Setup and/or File Conversion

​Setting up a new accounting system can sometimes feel a bit daunting, we offer setup and file conversion packages to help your business start harnessing the power of Xero efficiently and correctly from the start.  Our setup and file conversion packages include helping you choose the right version of Xero for your business, complete setup, linking automated bank feeds, setup of payment services, and basic training.

If you have been using another accounting system or simple excel worksheets, we can help you import your customer and supplier contact information, and product and services lists into Xero along with outstanding invoices and bills and the opening balances from your existing chart of accounts.  We can also provide you with suggestions on archiving the historical data from your former accounting system.

Integrated Productivity App "Add-on's"

One of the biggest benefits of cloud accounting software lies in the ecosystem of software partners, there is a vast selection of software tools available to suit businesses operating in retail, service, and in the trades. Properly chosen add-ons can seamlessly integrate with Xero, which means that information and data will flow between these separate programs as if they were just one program, simply put you enjoy time savings and data integrity because there is no more double handling of data or re-keying of information between the various programs.  We have had the opportunity to see some of these add-on's in action and have incorporated some of these into our business so we have a good understanding of what add-on's could work for your business.

Check out some of our most commonly recommended add-on's for Xero:

We've created our core Xero service packages to suit your different requirements and to eliminate billing surprises, that said, if one of our core packages doesn't quite cover what you're looking for, contact us and we will work with you to create a custom solution that better fits your business needs.

Data-file Review

We get that running your business is what you do best and well sometimes the "how-to" in bookkeeping can seem a bit overwhelming and mistakes can happen. We offer a file review and clean-up package starting at $399, we will check your books to ensure that your data-file is set up correctly, advise on and correct data entry issues, and more.  By getting your books checked you not only reduce your stress at year-end, you also save yourself time and money.

We believe that when properly implemented and utilized, cloud technology can make a significant difference to the time and effort that it takes to run your business.  That's why we have chosen to partner with great cloud accounting platforms such as Xero, because it makes it possible for us to work proactively with you to help you manage your finances, monitor your cash flow, and collaborate on the day-to-day data entry processes.  Harnessing the power of today's technology can help your business move forward, the key is to make sure that the right accounting platform for your business needs is chosen and that it is properly set up, contact us to find out how we can help you get the most out of Xero.