Set your business up on Xero & Xero Training
$55
Explore the marketplace!
What you get with this Offer
This hourlie includes the initial set-up of your company in Xero and a basic training:
• Creating Xero account for your company
• Initial company set-up in Xero
• Adapting the Chart of Accounts to your needs or uploading your own Chart of Accounts
• Uploading of opening balances or conversion balances from your previous bookkeeping system
• Adding bank accounts (bank/credit cards/paypal)
• Import of your customer and supplier contacts, if wished
• Basic user training of Xero via Zoom or Skype
I will continue with these tasks until you are completely happy. If you require additional tasks, please let me know or we can define these after the initial set-up and training.
I am an AAT Qualified Bookkeeper and I am licenced and insured in the UK.
Since I have worked for an international IT-Consulting Company for 10 years I have a lot of experience in Project Management, Software Implementation and User Training.
I have about 3 years of experience working with Xero and am a Qualified Xero Advisor.
• Creating Xero account for your company
• Initial company set-up in Xero
• Adapting the Chart of Accounts to your needs or uploading your own Chart of Accounts
• Uploading of opening balances or conversion balances from your previous bookkeeping system
• Adding bank accounts (bank/credit cards/paypal)
• Import of your customer and supplier contacts, if wished
• Basic user training of Xero via Zoom or Skype
I will continue with these tasks until you are completely happy. If you require additional tasks, please let me know or we can define these after the initial set-up and training.
I am an AAT Qualified Bookkeeper and I am licenced and insured in the UK.
Since I have worked for an international IT-Consulting Company for 10 years I have a lot of experience in Project Management, Software Implementation and User Training.
I have about 3 years of experience working with Xero and am a Qualified Xero Advisor.
What the Freelancer needs to start the work
I will need access to your Xero system (if you already have Xero installed) and need some information for the set-up:
• Company and financial data
• Opening or conversion balances
• Your own chart of accounts (if you wish this to be uploaded)
• Customer and supplier information (with a standard template – prefilled with your data)
In order to facilitate the collection of the required data/information I will provide a questionnaire and standard templates for data like customer and supplier information.
If you have any questions or need something else/additional, please let me know.
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