Have your Xero set up
by your friends at OH NINE
You-beaut Xero setups for tradies
Ready to switch to Xero…
But not sure where the HECK to start?
You know Xero’s gonna be a game-changer for your business. But moving from messy spreadsheets to a crisp Xero account can be overwhelming. Go get plussed with your mates while we set up your Xero – all customised to you and your team.
Why outsource your Xero Setup?
Good question, you clever thang
10/10 From The Start
Avoid fumbling through a squeaky file. Instead, have everything shakka-worthy from the get-go. Outsourcing your bookkeeping is a win:win. No in-house wage and more time in your genius zone.
No More Guessing
Like heading out for a surf without checking the swell, setting up Xero on your own can be disappointing. We run you through how to navigate your account easily.
Ready to Roll
Receive your Xero set up to perfection. AKA no tech glitches, confusing accounts or overwhelm. We teach you the lot in 1:1 training videos (live and recorded).
Why choose OH NINE?
Maybe you’re scoutin’ out bookkeepers to see which is the right one for you.
We get it. We also get you. The tradie. Who feels like a jack of all trades in business and needs more time, clarity and to know the numbers are fair dinkum.
Explained in real words
Your chart of accounts are broken down into your services. These might be residential plumbing and commercial plumbing. Or bathroom tiling, kitchen tiling and outdoor tiling. So it’s easy to see how much money you’ve made in each category and use that to make informed biz decisions.
Face to face or via Zoom
If you’re around Sydney, you’ll pop into the office to run through your chart of accounts and set up your bank feeds, so they’re schmicko. Your invoices and quoting forms are set up to feature all the correctomondo info, and the lot’s recorded via Zoom.
Unlimited Support
Depending on your package, you’ll have 2 weeks – 2 months unlimited support with us. As well as personalised emails to set up in your account to make every customer feel a million bucks. Plus, automated overdue reminders so you don’t have to chase any scoundrels up.
Starter Setup
Essential setup for sole traders- Business Details
- Custom Chart of Accounts
- 1 Bank Account
- 1 Credit Card
- 2 Bank Feeds Setup Via Zoom
- Setup Invoice Template
- Quoting
- Users
- Loom Video Training Series
- 2 weeks Unlimited Support
- Custom Canned Emails
- Payroll*
- Automated Overdue Payment Reminders
- Recurring Invoice Templates
Cheers-Worthy Setup
Advanced setup for small teams- Business Details
- Custom Chart of Accounts
- 2 Bank Accounts
- 2 Credit Cards
- 4 Bank Feeds Setup Via Zoom
- Setup Invoice Template
- Quoting
- Users
- 1 hour Live Zoom Training Recorded
- 1 month Unlimited Support
- Custom Canned Emails
- 1-5 Payroll*
- Automated Overdue Payment Reminders
- Recurring Invoice Templates
Deluxe Setup
Expert setup for growing teams- Business Details
- Custom Chart of Accounts
- Unlimited Bank Accounts
- Unlimited Credit Cards
- Unlimited Bank Feeds Setup Via Zoom
- Setup Invoice Template
- Quoting
- Users
- 2-Hour Live Zoom Training Recorded
- 2 months Unlimited Support
- Custom Canned Emails
- 5-10 Payroll*
- Automated Overdue Payment Reminders
- Recurring Invoice Templates
*Additional employees above 10 charged at $25 each
Not sure which is for you?
The Xero Setup Process
01. Questions
02. Quote
03. Contract
04. Xero Call or Meeting
05. You Adventure
06. Xero Set Up Complete!
Book a virtual beer or get in touch and we’ll send through some questions to see where you’re at.
You’ll receive three package options personalised to your biz and goals. Plus any extras you’ve chosen (like conversions from other softwares, backdating files or custom services). You’ll say ‘heck yeah, Sum – LESSDODIS!”
You’ll receive a spiffy form asking for your deets. We create your file and get to work setting up things like your bank feeds, invoices, quote, chart of accounts (fancy way of saying categorising your services to see where you’re making the most and least dosh) and personalised emails where applicable.
In the Sydney area? Woo hoo! You’ll come meet at our office where we’ll run through the ins and outs of your Xero account. Somewhere else in Australia? No worries. We’ll jump on a Zoom to import your Bank Feeds together. Either way, you’ll receive a recording of the whole shebang.
We set up your account based on the package you’ve so cleverly chosen. You? Well, you surf, hike, hula hoop, head to the pub – anything, just not the books!
You receive your account, training video and all the nifty bits we’ve set up for you. You cheers to yourself for a job well done. Then, get in touch with unlimited support for 2 weeks – 2 months.
01. Questions
Book a virtual beer or get in touch and we’ll send through some questions to see where you’re at.
02. Quote
You’ll receive three package options personalised to your biz and goals. Plus any extras you’ve chosen (like conversions from other softwares, backdating files or custom services). You’ll say ‘heck yeah, Sum – LESSDODIS!”
03. Contract
You’ll receive a spiffy form asking for your deets. We create your file and get to work setting up things like your bank feeds, invoices, quote, chart of accounts (fancy way of saying categorising your services to see where you’re making the most and least dosh) and personalised emails where applicable.
04. Xero Call or Meeting
In the Sydney area? Woo hoo! You’ll come meet at our office where we’ll run through the ins and outs of your Xero account. Somewhere else in Australia? No worries. We’ll jump on a Zoom to import your Bank Feeds together. Either way, you’ll receive a recording of the whole shebang.
05. You Adventure
We set up your account based on the package you’ve so cleverly chosen. You? Well, you surf, hike, hula hoop, head to the pub – anything, just not the books!
06. Xero Set Up Complete!
You receive your account, training video and all the nifty bits we’ve set up for you. You cheers to yourself for a job well done. Then, get in touch with unlimited support for 2 weeks – 2 months.
Want us to manage your ongoing bookkeeping too?
Acknowledgement of Country
Here at OH NINE we acknowledge the Dharawhal people, traditional custodians of the land on which we live and work.
We honour this privilege and responsibility with respect, humility and curiosity.
We pay respects to Elders past, present and emerging, and acknowledge their continuation of connection to this land, water, and community.