Xero

Starting a new business

Xero Toolkit

  • Research
  • Setup
  • Finding & selling to customers
  • Getting paid & paying others
  • Business accounting 101
  • Xero free trial
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( Posted in: Starting a business )

Software Options

  • Xero (recommended)
  • MYOB Account right / Essentials
  • Quickbooks Online
  • Excel
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( Posted in: Sole traders )

Making Appointments

There are 3 appointment options:

Option 1 - Face to face appointment

Option 2 - Phone appointment

Option 3 - You can email your info / documents through – we’ll draft it and email you with our questions

Sole trader / contractor tax returns are more involved and many of them cannot be completed on the spot - for these tax returns you'll need to choose Option 3

If you have a Xero, MYOB, Quickbooks or other bookkeeping file you'll need to invite us into your file

We'll also need a bank statement @ 30 June so we can check the balance against your bookkeeping file

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( Posted in: Individuals - Tax Time )