QuickBooks Online Pro Advisor Partner

Kelly Migro - Tuesday, June 09, 2015



Wanting to use QuickBooks Online to manage your business? Well we are now QuickBooks Online ProAdvisor Partners.

We can help you with converting to intuit QuickBooks from MYOB, Xero or from the QuickBooks Desktop software (now called Reckon Accounts) we can even set it up as a new datafile with your opening balances once your Accountant has finalised your tax returns and financials for the end of financial year.  If you already have QuickBooks Online and need help with training we are able to help you with this either onsite at your office or online using Skype and screen sharing.


Timeley for bookings

Kelly Migro - Tuesday, March 31, 2015

Timeley


We are now supporting Timely which is a great app which integrates with Xero and allows you to do the following:

  • Timely is a new, super easy to use, appointment scheduling system
  • Runs from the cloud on any device (desktop, laptop, tablet, smartphone etc)
  • Automated SMS & email reminders will reduce your no-shows
  • Let customers book online, reduce your admin and attract new customers
  • Easy to use features like recurring appointments, one-click rebooking, drag-and-drop changes
  • Integrates with Xero - for painless accounting
  • Optional point of sale (POS) module, powered by VendLow monthly prices starting from $19/month + one month free trial + free support


Xero Free for 6 months!

Kelly Migro - Sunday, March 01, 2015

Interested in having your Xero subscription free for 6 months? If you are looking at setting up Xero for the first time then contact us before 30th March and you will get 6 months free Xero Subscription when you take out 2 hours training on Xero with us.


Contact us today

Quoting now in Xero

Kelly Migro - Thursday, January 22, 2015


The latest release of Xero now has quotes! In the past if you wanted to do a quote you had to create a Draft Sales Invoice and set up an invoice template for quotes so that it would print with the word "Quote" on it.  So now along with Purchase Orders, Quotes can be created, sent and managed direct within Xero.


Once a quote has been created and accepted by the client, with a couple of clicks it can be turned into an invoice, so no rekeying of information onto the invoice.


Quotes can be accessed from the Sales Dashboard. Xero is still working on refining the quoting system even more so that in the future the customer will be able to view and accept the quote online. You can read more on the release from the Xero Blog.




Xero Training & Support - Perth Based

Kelly Migro - Saturday, December 07, 2013


Xero is a great accounting software, however the information that is entered will only be as good as the person entering it!

It's important to make sure that you fully know how to use Xero, whether you have used another accounting software like MYOB and have converted to Xero or are using an accounting software for the first time make sure you know how to use it first.

It won't necessarily cost you a lot of money to get training, and if you know how to enter data into Xero correctly then it will save the costs which are incurred in having someone come and fix your transactions at a later date.

My first  place for training which I refer my clients to is the FREE (my favourite word and I'm sure yours too!) online Xero customer training. These are in the form of live webinars where you can ask questions directly and which are answered on the spot, or a recorded video which can be watched any time.  The Xero Customer Training covers Setting up your business on Xero, Setting up Xero Payroll and more.

Once you have done these training because they are a general training with an overview of Xero I can do a one on one training with you where we use your live Xero and enter in actual transactions specific for your business. Things that can be covered include:
  • Entering invoices
  • Emailing invoices & customer statements
  • Setting up Payroll
  • Preparing a Payrun
  • Bank Reconciliation
  • Fixed Asset Register
  • and more....
Training can be initially when you set up Xero, or on an ongoing basis, and can be based from your office or online using screen sharing.  You might have Xero setup and maintaining your accounts yourself but as the year goes on you encounter new scenarios and need help on how to do this.

You may also just need some Support for a specific issue or transaction that you are trying to record in Xero.  The first place you should always visit is the Xero Business Help Centre, this is constantly updated by Xero when there are new releases and has step by step instructions on how to process within Xero including videos.

Alternatively you can contact me at e-accountant where I can put you onto a monthly support plan to help with regular queries or can help you with one off queries. Or even contact your own regular Tax Accountant. The charge of half an hour and making sure it is done right will be a lot better than the charge of 3 + hours of myself or your accountant trying to fix any mistakes because you didn't ask for help!

End of Financial Year (EOFY) - Payroll

Kelly Migro - Wednesday, June 26, 2013
It's the Australian End of Financial Year (EOFY) on Sunday, which means you need to prepare Employee Payment Summaries, or as most people call them still Group Certificates.

If you are using Xero then preparing payment summaries and the EMPDUPE file to upload to the ATO is easy, check out the video below which Xero has made giving you the instructions.  Just make sure that your payroll reconciles with your accounts first, and we can help you with that.

If you are manually preparing Payment Summaries contact us, and we can help set you up with Xero for the coming financial year so that next year is easy.




Employee Payment Summaries from Xero on Vimeo.

Xero Setup & Training

Kelly Migro - Wednesday, June 12, 2013

As we are drawing to the close of the 2013 financial year, before the year end it is a good time to look at planning for the 2014 financial year.  One of the biggest things that a small business owner will be thinking about is how their bookkeeping was done this year and how far behind they are, and that they want to be on top of things for the next financial year.

It is this time of year which is the best time to look at using a new accounting system, and we recommend using Xero. Whether you were using Microsoft Excel or MYOB to maintain this years accounts, we can help to setup Xero and convert your existing account balances and transactions across.

If you have heard about Xero and want to know more about it and how it can help you to manage your business contact us and we can get together for a free no obligation "Coffee & Chat" to discuss how Xero works and how it can make your bookkeeping easier.

Check out our Xero Setup & Training Prices to get you up and running and also our Monthly Pricing Plans which include your monthly Xero subscription and take all the hassle out of doing your books yourself.

Xero Payroll Specialist

Kelly Migro - Wednesday, June 12, 2013

I am now a Xero Payroll Specialist! Whether you need your payroll set up in Xero or training on Xero Payroll, I can come to you in Perth or help you online!

Spanner Planner - Online Autoshop Management System

Kelly Migro - Monday, June 03, 2013

Looking for an online autoshop management system to run your business? Then you should check out Spanner Planner.

Spanner Planner will enable you to:
  • Invoice your customers
  • Track your staff time to jobs
  • Send service reminders to customers
  • Manager stock & ordering
What's even better is that Spanner Planner integrates with Xero, which means:
  • No double handling of accounts related data
  • Payments & invoices made in Spanner Planner are automatically imported into Xero
  • Customers & Suppliers are automatically synced between Spanner Planner & Xero
Which makes keeping your business books easy!

Spanner Planner offers a 30 day free trial, so that you can check it out first and see how it will save you time to concentrate on making money rather than spending time tracking it as Spanner Planner & Xero will do this for you.

Spanner Planner isn't just for the automobile industry but also, bicycles, boats and trucks.

Contact us to find out how Spanner Planner & Xero will work for you.


Xero helps you to get paid faster

Kelly Migro - Monday, May 27, 2013


Xero has released a new update today which is Payment Services, which will allow you to get paid faster by your customers. What this means is that if you are signed up to one of the Payment Services supported, customers will be able to pay you immediately when they receive your online invoice, by clicking the "Pay Now" button. Not only will you get paid quicker, but it will also mark the invoice as paid in Xero.

The new Payment Services which are available for Australian Xero customers are:

  • eWay (to be released in a few weeks), and
  • DPS Payment Express
You can still continue to use PayPal to receive payments just like previously if your business isn't large enough to set up one of the above.

Check out Xero's video on how it works below, and read their blog post to find out more information.




Get in touch:

Phone Kelly on:
08 9467 2528

Software we recommend

Xero Bookkeeping Perth  Vend POS Unleashed online inventory