Box Advisory Services

Xero Training & Setup Services

Our team of small business accountants can help setup and complete comprehensive training in the use of Xero accounting software

GET STARTED

Awards & recognitions

Benefits of Xero Cloud Accounting Software

If your small business is not currently using cloud accounting software like Xero, then this is one of the top recommendations we give to our small business clients when we assess their business.

Having a cloud accounting software affords you the luxury of having access to your business financial information at your fingertips by simply having access to a mobile phone or a laptop along with an internet connection.

Gone are the days of using offline accounting software and having access restricted to one device with one user access. This software can be incredibly expensive while having slow customer support when things inevitably go wrong.

Why Should You Use Box Advisory Services’ Xero Training?

Xero is a market-leading accounting software used by millions of small businesses worldwide.

No matter the industry, the tool is only as good as the user. Knowing how to use and maximise all that the tool has to offer will go a long way towards benefiting your business as soon as possible.

Box Advisory Services’ team of Chartered Accountants are Xero-certified and have experience using it with hundreds of clients. This means that you’ll receive the best training by approved power-users of the software.

We’ll help you every step of the way from setting up Xero to suit your small business needs, through to training you on how you can harness the full suite of features Xero has to offer.

Getting Xero Accounting Set Up for Your Business

Our Xero setup and training suits businesses moving to Xero from another package or from spreadsheets, new businesses opening their first file, and existing Xero users whose file has become hard to work with.

If you are moving from another package, we agree a start date and bring across your opening balances, so the figures carry on from where your old system left off. It is often simplest to switch at the start of a BAS quarter or a new financial year, so each period’s figures sit in one system.

Training is built around the jobs you or your staff do each week, in your own file.

Xero, Your BAS and Your Tax Return

As your registered tax agent, we prepare your BAS and tax returns from the same Xero file, so there is one set of figures behind everything you lodge.

Pay runs in Xero can be reported to the ATO through Single Touch Payroll. If you have staff, we set this up as part of the setup, or our payroll service can run the pay runs for you.

If a question comes up later about how to do something in Xero, you can email or call your client manager. You can also meet us at our North Parramatta office.

Book a free 20-minute meeting with one of our accountants for a later date, or call 1300 411 022. If you need your file working before a BAS is due and want to talk now, a paid priority appointment is available on our booking page.

GET STARTED

Frequently Asked Questions

We set up your Xero file to suit your business. That can include your chart of accounts, bank feeds, GST settings, invoice templates and, if you have staff, payroll.

If you already use Xero, we can review your file and tidy up how it is set up.

Business owners and staff who use Xero day to day. We focus on the tasks you actually do, such as sending invoices, reconciling bank transactions, entering bills and running the reports you need for your BAS.

Yes. We can keep your books, run payroll and prepare and lodge your BAS in the same Xero file, so your records and your lodgements line up.

Xero suits many small businesses, but it is not the only option. We also set up and train on MYOB and QuickBooks, and can talk through which fits the way you work.

Book a free 20-minute meeting with one of our accountants, or call 1300 411 022. Let us know whether you are starting a new Xero file or already have one.

Level Up Your Knowledge Further

Trusted by 10,000 Australian business owners

“A big thanks to Davie and the team for making the transition so easy.”

I run a small contracting business and have started using Boxas for my company and personal accounting. A big thanks to Davie and the team for making the transition so easy. Sean Yee in particular has been incredibly helpful starting from the first Zoom meeting we had. I've been very impressed with Sean's ability and willingness to help. 2

Edgar P

“I couldn’t be happier with the results. Five stars, hands down!”

I highly recommend Box Advisory Services to anyone looking for top-notch accounting services for their business. The team of at Box are genuinely outstanding, providing personalised and expert advice at every turn. Their approach to accounting is a game changer, making it easy for anyone to engage and understand the numbers behind their business. The level of care and attention I received was exceptional, and I couldn't be happier with the results. Five stars, hands down.

Michael Dean

“Sean, Davie, and team have all been incredible!”

Sean, Davie, and team have all been incredible! I signed up with Box Advisory Services 4 months ago and I can honestly say that it was one of the best business decisions I have made for my construction business. Their knowledge combined with their customer service are second to none. I would highly recommend them to anyone that is looking for an accountant.

Patrick

“Very approachable and knowledgeable. Highly recommended!”

I found Box Advisory Services from their director Davie Mach's YouTube channel which provides lots of valuable information on taxation for business owners like me. Have been engaging with them for a year. Very happy about their professional advice especially from Mr Sean Yee who is very approachable and knowledgeable. Highly recommended.

Owen C

“I cannot recommend Davie and his team highly enough”

I cannot recommend Davie and his team highly enough. From the moment we started working together, their approachability, dedication, and expertise were evident. They've demystified complex accounting issues, offering solutions that are both practical and efficient. Their friendly and helpful service truly stands out. For anyone looking for reliable and knowledgeable accounting support, Davie and his team are the go-to professionals!

Alex Ip

“Will definately be using Box Advisory services again!”

Had the pleasure of having a consultation with Sean Yee and it was pleasant to know after many different consultants and advisors that Sean was able to provide honest and truthful feedback above and beyond our expectations. Will definately be using Box Advisory services again

Nicholas Lao

“Exceeded my expectations!”

I have had the pleasure of working with Davie Mach as my accountant and I must say, he has exceeded my expectations. His professionalism and attention to detail have made the financial aspect of my business seamless and stress-free. Davie always goes above and beyond to ensure that I understand all of my financial statements and makes sure that I am fully informed of any important financial decisions that need to be made. He is always available to answer any questions I have and provides clear concise advice. I highly recommend Davie to anyone looking for an exceptional accountant who truly cares about their client's success.

Rami Alcheik

“Highly recommend Box Advisory Services”

Box Advisory Services really understands how small business work and operate. Davie is a very professional accountant and one of the best in the game. He made accounting easy to understand and I trust him to handle all my businesses. Highly recommend Box Advisory Services for anyone who looking to grow their business.

Paul Lin

“Davie and the Box Advisory team are incredible!!!”

Davie has helped me from feeling totally out of control with my personal financing no more than a year ago to getting everything in order for me to purchase a property this year. He has taught me so much and always has my best interest at heart!! It's great having him helping me with my personal finances and for my small business! Couldn't recommend this team more highly!

Barton Tanner

“I would definitely recommend their services!”

I have just signed up with Box advisory services accountants and am very happy with their services. Sean Yee is very responsive and knowledgeable. He's very patient and has an awesome insight in accounts, software and financial statements. He is always happy to help me when I need help. His advice is helpful and meets you where you are in terms of sophistication. He simplifies everything so I am able to understand and goes the extra mile to make sure I understand. I would definitely recommend their services!

Dj Mauza