Xero accountants in Melbourne
We're all about Xero.
- Free first consultation
- Fees agreed upfront
- Reply within one business day
- CPA & CA qualified
Cloud accounting has changed the way businesses run, and Xero is the software we recommend to our clients. We can help you move across, set it up properly, train your team and support you from there.
We work with clients across Melbourne from our offices in Mount Waverley, Port Melbourne and North Melbourne.
5 reasons we recommend Xero
Shoeboxes of receipts, spreadsheets that don't add up and a scramble every time BAS is due? This short video covers the five reasons we put every client on Xero, from bank feeds to live numbers we can see too.
Read the full explainerRead the video transcript
Intro
At Melbourne Tax Advisory, we recommend every business owner uses Xero. Here’s why.
The problem
Shoeboxes of receipts, spreadsheets that don’t add up, and a mad scramble every time BAS is due. Sound familiar?
1. Bank feeds
First, bank feeds. Your transactions flow straight in from your bank every day, so there’s no more typing them in by hand.
2. Get paid faster
Second, get paid faster. Send professional invoices with a pay now button, and set automatic reminders for customers who pay late.
3. BAS & payroll made easy
Third, BAS and payroll made easy. GST is tracked as you go, your BAS is ready in a few clicks, and payroll is Single Touch Payroll ready.
4. Your numbers, anywhere
Fourth, your numbers, anywhere. See your cash flow and profit in real time, on your laptop or your phone.
5. Works with your accountant
And fifth, it works with your accountant. We log in to the same file, so our advice is based on live numbers, not last year’s.
Call to action
Need Xero set up? We’re Xero specialists. We’ll set it up, connect your bank and apps, and show you how it all works, so admin takes minutes instead of weekends. Book your free first consultation at melbournetaxadvisory.com.
Why we recommend Xero
Real-time data
Xero updates automatically, so you can see money coming in and going out 24/7 from your phone or laptop.
Saves time
Automated bank feeds and streamlined data entry mean less admin for you, and more of our time spent advising rather than processing.
Lower costs
Easy access to your figures and fewer manual steps mean less accountant time, which keeps your fees down.
Better advice
Because we see your numbers straight away, we can tailor anything from a quick call to a monthly performance review.
Add-ons
Xero connects with apps such as Hubdoc, Stripe, GoCardless and Dext to handle specific tasks in more depth.
Xero features we help you use
- Bank feeds, so transactions flow in automatically
- Simple bank reconciliation
- A customisable dashboard
- Easy payroll
- Inventory tracking
- Job and project tracking
- Mobile app
- Tracking categories for tailored reporting
- Multi-currency
- Hundreds of integrated apps
- Files and transactions stored in one place
- No installs, updates or maintenance
Getting started is easy
- 1
Free consultation
Tell us what's going on and what you need.
- 2
A clear plan and price
Only what you need, with the fee agreed upfront.
- 3
We take care of it
A qualified team you can call whenever a question comes up.
Frequently asked questions
Can you move us to Xero from MYOB or QuickBooks?
Yes. We can help you move across, set Xero up properly for your business and make sure your records carry over cleanly.
Do you train our team?
Yes. Accounting software training is part of the service, so you and your team are confident using Xero day to day.
Which Xero add-ons do you recommend?
It depends on your business. Add-ons we commonly use include Hubdoc, Stripe, GoCardless and Dext.
Do I still need an accountant if I use Xero?
Xero makes the record keeping easier, but you still need someone to make sure it's set up and coded correctly, lodge your tax obligations and give you advice. That's where we come in.
Talk to us about Xero
Book a free, no-obligation chat with the team.