Gillian did a great job setting up our business’ accounting system using Xero. She knows the system back-to-front and quickly had us up and running. Her service and follow-up was prompt and helpful and she was able to recommend integrated Xero partners to provide a full online accounting and payroll solution that meets our business needs.
Get the best from the best Cloud software
I have used MYOB for many years and was sceptical about trying a new accounting system. However, I have to say that I was extremely impressed by Xero and its implementation by Gillian.
I have worked with Gillian for 18 years. Gillian has always demonstrated an extremely professional approach to our mutual client requirements. Her exceptional attention to detail and meticulous completion of accounting requirements is commended. These attributes, combined with her smiling face, friendly disposition and concerned attitude to clients' needs means that your association with her will be totally rewarding. I would certainly recommend Gillian to any prospective client who is seeking a reliable professional with accounting skills, as well as software knowledge and consultancy.
So you want to convert your data to Xero?
Not sure how?; Who to go to? ; Where to start ?
We offer a personalized data conversion service specifically to fit each individual business/client needs. No matter whether it be QB, MYOB, or any other On-Premise accounting system we will have you up and running in next to no time.
Our expertise in this area spans many years in IT and Data Management service, and are extremely proud to have migrated hundreds of clients’ data to Xero. As BAS Agents and Modern Bookkeepers, we understand accounting so you will be in safe hands to ensure “Best Practice” and compliance is correctly adhered to throughout the transition.
All the work is carried out in-house, under strict project management guide-lines. We are serious about what we do and comply with the Privacy Act. Each project is meticulously scoped by our Xero Certified Advisors to ensure your data transfer is 100% accurate.
Sit back, relax and take some well deserved time out until you receive your first invite to log in and access your shiny new Xero. This is where all the fun begins and trust me, using Xero is addictive so don’t say I did not warn you!
This is what we provide in our conversion service.
- Map and Import Customers & Suppliers
- Import Chart Of Accounts
- Import Items
- Enter Trial Balance
- Set up Tracking – (Job Coding)
- Import Open Invoices (Receivables & Payables)
- Set Up Payroll – we will even process your first pay-run
- Bank Feeds – linking your bank accounts, Paypal & 3rd Party Services
Our conversion service includes 2 months Xero Subscription
Want more? Talk to us about what we offer in our training packages.
We will train you to use Xero correctly, showcasing tips, tricks and all the cool features Plus.
Looking forward to meeting you in the cloud using the Xero Eco-System
Open for business – Spanner Planner Training and Support
With the new financial year upon us, I would like to wish everyone a productive year ahead plus share some really cool information on a recent Xero Add On Solution.
Have you heard about this product ? Spanner Planner ? No !
Well Let me tell you a little about it. www.spannerplanner.com
Created by the Auckland company App2SaaS, has been in development and beta testing for close to 2 years and now has been launched internationally.
What Does It Do and How Does It Work
Is dedicated to providing auto workshops with the information they need to enable them to run a busy workshop and to become more efficient and work smarter using the Cloud It is powerful and economical
Tradesmen are excellent at their jobs they work long hours, extremely busy but time poor.
Whilst designed for the auto industry it is not limited, in fact it is suitable for bicycle repair workshops, the marine industry, tyre repairers and roadworthy certifiers to name a few of the services which come to mind.
Spanner Planner is another brilliant home grown easy to use eco-system software hatched out of New Zealand.
How does Xero work with Spanner Planner?
Spanner Planner is fully integrated with Xero in the following ways:
- Create a client in Spanner Planner and it will be pushed to Xero.
- Create a client in Xero and it will be imported into Spanner Planner
- Create an invoice in Spanner Planner and it can be manually pushed into Xero
- Create an invoice and a payment in Spanner Planner and it will be automatically pushed in the next Xero Sync
- If an invoice has been manually pushed to Xero, and a payment made, Spanner Planner will import the payment
- If you create a supplier in Spanner Planner then it will be pushed into Xero
- If you create a supplier in Xero then it will be imported back into Spanner Planner
- If you create a purchase order for a part or parts, then Spanner Planner will push Purchase Order into Xero
- If you return a part or part(s) to the supplier then Spanner Planner will create a credit note
- more with Xero
We have worked closely with Spanner Planner during their beta development stage and in turn assisted clients who have shown a genuine interest in using Spanner Planner, providing demos, support and shouting out on twitter how this industry is in need of an affordable yet functional solution.
We are excited to announce as from July 1 are able to assist with the implementation, support and training for those wanting to connect to Spanner Planner and Xero.
We are delighted to be working with Spanner Planner team and their clients to help provide the missing link of the jig-saw pieces for the motor trade.
With over 20 years in the automotive industry, locally here on the Gold Coast, in New Zealand and South Africa, we have an in-depth knowledge of the motor trade, whether it be parts procurement, job scheduling/costing, workshop time management right through to connecting with accounting using the beautiful accounting system Xero.
Our services and what we offer:
As a boutique software consulting and training firm, we are big on providing to our clients a personalised service and are available anywhere in the world 24/7.
We can tailor your package and customise training to suit individual company’s needs.
Simple Data Migration – Spanner Mate
- Spanner Planner/Xero Set Up
- Set Up and migrate data from almost any “on premise system”
- Suppliers Stock/Non Stock/Clients/Vehicles
- Train your staff using Spanner Planner and Xero
Advanced Data Migration – Spanner Premium
- All of the above plus job/vehicle history
- Spanner Planner product release training
- Train your staff using Spanner Planner and Xero
If ever there was a time to migrate to the cloud this is it 2013-2014. So what are you waiting for?
Want to have a sneak peak ? check out their You Tube channel
Attended Xero Roadshow Tuesday this week – huge response double clapping when Xero announced their upcoming releases.
Cassandra Scott, Jac Gallagher and myself invited to be part of a panel discussion on the Xero experiences we have encountered in our business. Accountants and Bookkeepers had different stream presentation – some were waving thru the wall to us. (lol) Worried missing out on the fun!