Xero setup
Configure the organisation, chart of accounts, tax settings and core workflows around how your business actually operates.
Xero and payroll systems
Make the day-to-day numbers useful.
KGA helps you set up Xero correctly, choose a practical chart of accounts, train the people using it and improve the reporting that comes out the other side.
★★★★★5.0 from 34 Google reviewsA chart of accounts that fits your business
Cleaner day-to-day processing
A confident team
Reports that support your decisions
What the work can include
Practical support, clearly connected to the outcome.
Migration support
Plan a move into Xero with clear opening balances, tidy source information and an agreed changeover point.
Team training
Show staff the specific sales, purchase, bank reconciliation and reporting processes they need to use.
Payroll and PAYE routines
Help establish repeatable payroll administration and PAYE processes, with responsibilities and checks made clear.
Management reporting
Create reports that show performance, cashflow and the measures you need to monitor.
Ongoing support
Resolve questions, improve the setup as your business changes and keep the accounting system connected to year-end work.
A useful fit when
Your business needs clarity and follow-through.
- You are setting up cloud accounting
- Your team is moving from spreadsheets or another system
- You cannot get useful reports from Xero
- Your bookkeeping or payroll routines are inconsistent
Xero tips and tricks
Practical Xero guidance from Jen.
Tips for times of uncertainty
Managing cash flow
Profit and loss
Repeating invoices in Xero
Review your GST return in Xero
Creating new account codes
How it starts
A clear route from question to action.
Audit the current setup
Review the file, chart, integrations, reporting and the people responsible for each process.
Configure and clean
Fix the highest-impact issues and establish a clear operating method.
Train and support
Give users practical training and a route for questions after the change.
Questions before you start
Straight answers to the practical questions.
What accounting software do you work with?+
KGA primarily works with Xero. However, the team can export data from other sources and import it into Xero relatively quickly.
Can you help with GST, payroll and bookkeeping?+
Yes. KGA can assist with GST registration, preparation and filing of GST returns, record keeping and general GST queries, and can help identify and correct issues with previous returns where necessary. The team can also assist with day-to-day bookkeeping, bank reconciliations, accounts payable and receivable, financial reporting, and payroll processing and its related reporting and compliance requirements.
Can KGA set up Xero for a new business?+
Yes. KGA can help configure Xero, select a suitable chart of accounts and train the people who will use it.
Can KGA help if Xero is already messy?+
KGA can review an existing file, identify the problems affecting accuracy or reporting and scope the cleanup required.
Is training tailored to our team?+
Yes. Training can focus on the workflows and reports each person needs rather than covering features that are not relevant.
“Tyla and your team have exceeded our expectations in everything we asked! Really happy with the service we have received, so wanted to reach out and say thanks. A special thanks to Tyla for her prompt and thorough communication and fab work.”
Lauren Client feedback published by KGAComplimentary business review
Talk through xero and payroll systems.
Bring the question, the current numbers and the decision in front of you. KGA will help make the next step clearer.