Changing from Sole Trader to Company: The Transition Checklist
A new ABN means a fresh start. This detailed checklist covers everything you need to update when moving from sole trader to company, so your Xero file, payroll, super, and clients don’t miss a beat.
Changing from Sole Trader to Company: New Concepts
Changing to a company structure isn’t just a legal formality, it changes how you get paid, move money, and account for profit. This post breaks down the essential financial concepts every new company director needs to understand.
Bank Rules in Xero: Step-by-Step Guide for Faster, Cleaner Reconciliation
Setting up bank rules in Xero keeps repeating transactions consistently coded and reconciled in seconds. This guide covers which transactions qualify, when to avoid rules, and how to build and refine them.
Is GST Charged on Credit Card Surcharges? A DIY Bookkeeper’s Guide
When a supplier tacks a credit card surcharge onto your bill the GST treatment must follow the original purchase. This step‑by‑step guide shows Australian DIY bookkeepers how to code the surcharge correctly in Xero and keep compliant records.
Think You Need Xero Training? Why a Health Check might be where to start
Xero training can be helpful, but it often assumes your file is already set up correctly. If you're still confused after watching ‘how to videos’, the real issue might be your system setup. Here's why a Health Check could be the right place to begin.
Why your Xero bank balance doesn’t match your real statement balance
Having trouble getting your Xero bank reconciliation to match your actual bank balance? You’re not alone. Even a small error in coding or data entry can throw off your reconciliation and make your reports unreliable. This guide explains many of the common issues that can cause your bank balance to be wrong in Xero. If your bookkeeping is out of balance, it's crucial to resolve the issues before relying on your data for tax or financial decisions.
What to Expect from a One-on-One Xero Online Training Session
Curious about booking a Xero training session? Here's what to expect. We start with a discovery call, then tailor your one-on-one session to your needs. You'll get a video recording, action list, practical support, clarity and confidence.
Before You Set Up Xero: 10 Things to Get Clear On First
Subscribing to Xero is easy, but doing it right takes planning. Before you create your new file, here’s what you need to get clear on.
Essential resources for every new business owner (and what to watch out for)
New to business? Here’s a guide to the official tools every Australian small business owner should know and some of the common traps to avoid, from fake renewal or support services to expensive HR contracts.
Top 12 tips for successful DIY small business bookkeeping
Thinking of managing your own bookkeeping? Many small business owners do it successfully but they all have one thing in common: good habits. In this post, we share 12 best practice habits we consistently see in clients who stay organised, compliant, and in control of their finances using tools like Xero. Whether you’re just getting started or want to tighten up your processes, these are the non-negotiables for successful DIY bookkeeping.