Xero – Wheeler Campbell

What Is It?

Xero Online Accounting Software is a complete online accounting system designed to suit the needs of small business. Bank transactions automatically import, invoices are simple to enter and reports can be viewed anytime from anywhere in the world.

Xero enables you to share access to your latest business numbers with your team and your accountant – so everyone is up to speed. From work, home or on the go.

At Wheeler Campbell, we love the fact that we can now work with clients on a single file accounting system. No file transfer is necessary. Xero allows us to deliver more timely and relevant information and advice. In our opinion it is the best thing since sliced bread.

Wheeler Campbell and XERO

Wheeler Campbell will assess whether or not Xero is the right product for your business, and assist with the implementation and any required conversion of your established systems. We also offer training, and ongoing advisor packages dependant on your needs.

Deciding If XERO Is Right For You

We are able to help assess the suitability of Xero for your business through an initial discussion to review your requirements.

Implementation and Conversion

We can implement a customised Xero product that not only suits your business, but ensures you get the most out of the software. The investment in converting to the new system is not onerous, but will depend on the complexity of your data. For example, the treatment of historical data and the ability to convert your existing accounting system. Once we have spoken, we can provide you with a customised conversion quote.

Training

The level of training will usually depend on the experience of the person using the software. We are happy to discuss your requirements with you.

Ongoing Accounting and Advisor Needs

On an ongoing monthly basis, Wheeler Campbell can provide the following services depending on the level of support you require.

Services	Levels of Support	Who Is It For?
Stage 1: Wheeler Campbell Compliance	Business structure review Xero software subscription, phone and email support as required Annual accounts and income tax return Income tax reminder letters and administration A face to face meeting once a year to discuss your accounts	Perfect for small businesses that just need their compliance taken care of
Stage 2: Wheeler Campbell Advisor	Business structure review Xero software subscription, phone and email support as required Annual accounts & income tax return Monthly or two-monthly financial accounts and GST returns Income tax reminder letters and administration A face to face meeting once a year to discuss your accounts	Perfect for start ups and developing businesses who want bi-monthly accounts to help them run their business
Stage 3: Wheeler Campbell Virtual CFO	Business structure review Xero software subscription, phone and email support as required Annual accounts & income tax return Monthly management accounts and GST returns Quarterly face to face meetings to discuss your accounts	Perfect for fast growing businesses who want the support of a CFO to challenge and help them understand the numbers

Pricing

We offer competitive pricing from implementation and conversion through to the provision of ongoing services. Please call us for more information.

Contact Us

If you would like to find out more about Xero Online Accounting Software, please contact our Certified Xero Advisors – Natasha Webb or Michelle Starr.