FAQ

  • Can I do my bookkeeping in Excel?

    Yes. For a micro business with only a handful of transactions, a disciplined Excel ledger plus proper source documents can work. As volumes rise, manual data entry becomes slow and error prone. Cloud software like Xero imports bank feeds automatically, tracks GST and produces BAS reports in seconds, saving time and reducing risk.

  • Can I do my own bookkeeping in Xero?

    Yes. Xero lets hands‑on owners keep their own books, provided you learn core accounting basics like assets, liabilities, GST and bank reconciliation. Reconcile routinely, label every transaction correctly and get good advice when unsure. An initial training session or quarterly expert review can catch mistakes before they snowball, saving time, money and stress.

  • Can I learn Xero by myself?

    Yes. Xero Central’s tutorials can teach you the basics at your own pace. The catch is that Xero offers several ways to enter bills, reconcile payments and track GST and only some fit your workflow. A one‑to‑one Xeo training session matches the right features to your processes, cutting out guesswork and rework.

  • I've started setting up Xero and I'm stuck, can you help?

    Absolutely. If you have already subscribed to Xero and hit a wall, contact us about a Xero Setup  Rescue session. We review what you have built so far, correct bank feeds, chart of accounts and GST settings, and walk you through the remaining steps. You finish with a clean, fully configured file and a clear action plan.

  • How do I clean up a messy Xero file?

    Start with a Xero Health Check. A qualified adviser reviews bank feeds, reconciliations, GST codes and clearing accounts to spot duplicates, missing transactions and setup errors. You receive a clear list of fixes or a quote for us to handle them, giving you a solid foundation for accurate accounts.

  • Do I need a new Xero file when I move from sole trader to a company?

    Yes. Because a company is a new legal entity with its own ABN you should start a fresh Xero file. The change‑over is more than copying data, it affects opening balances, GST cycles, payroll registrations and bank feeds. A tailored transition planning consultation sequences these dependencies and keeps both the old and new records fully compliant.