Xero setup & bookkeeping

Get a Clearer View of Your Trade Business Accounts

Xero setup and bookkeeping support from people who understand tradies.

When you’re moving between jobs, managing a team and keeping customers happy, your accounts need to be easy to access and understand.

Office Shed helps trade and service businesses get up and running with Xero and keep the day-to-day bookkeeping moving.

As a Xero Gold Partner, we combine accounting software experience with a practical understanding of trade admin and job management systems.

Xero Gold Partner

  • Xero setup and bookkeeping support
  • Cloud accounting for you and your authorised team
  • Connections with your job management software

Cloud accounting

Know What’s Owed. See What’s Happening.

You shouldn’t have to wait until you’re back at the office to see what’s happening in your accounts.

Cloud accounting gives you and your authorised team access to the same information, making it easier to work with your accountant, bookkeeper and admin support.

With the right setup, your accounting and job management software can also share information and reduce double handling.

See Your Accounts Clearly

Keep track of invoices, payments and reporting.

Access Information on the Go

Work with cloud-based records while you’re away from the office.

Connect the Office and the Job

Reduce repeated data entry with suitable software connections.

Why Xero

Why Office Shed Recommends Xero

Xero is Office Shed’s preferred accounting platform for tradies because of its functionality, reporting and ease of use.

It can help you keep track of invoices, understand what’s due and compare how the business is performing over time. Management reports give you another way to look beyond the daily bank balance.

We also work with MYOB and QuickBooks. If you’re reviewing your accounting setup, talk to us about the system you use and what you need it to do.

Features

Make Your Accounting Software Work for Your Business

Depending on your plan, setup and connected applications, Xero can support:

  • Quotes and invoices that help you move from work completed to billing.
  • Bank reconciliation and day-to-day transaction records.
  • Management reporting and business performance visibility.
  • Job costs and profitability tracking through Xero Projects.
  • Payroll and reporting functions.
  • BAS preparation and lodgement functions.
  • Expense and mileage capture through the mobile app.
  • Connections to other business applications and automation.

Connected apps

Less Chasing Paperwork. More Useful Information.

Financial documents can arrive as receipts, supplier emails and invoices. Bringing them into one place makes them easier to work with.

Hubdoc helps collect and organise financial documents, including paperwork captured by photo or sent by email. Office Shed also works with document-management tools such as Dext.

Other connected tools can support specific needs: Float for budgeting and cash-flow planning, and Chaser for debtor follow-up.

The right combination depends on your business. You don’t need every app to get started.

Hubdoc

Dext

Float

Chaser

Bookkeeping support

Need Help Keeping the Books Up to Date?

Office Shed offers bookkeeping tasks through its admin support packages, so you can get help with the accounts alongside other admin and customer service work.

  • Daily reconciliations.
  • Accounts payable.
  • Accounts receivable.
  • Management reports.

Our team understands both accounting software and the job management systems tradies use, helping connect the information behind your jobs and accounts.

FAQs

Questions About Xero Support

Yes. We can help you get up and running and discuss the setup and support your trade business needs.

Xero is our preferred platform, but our team also has bookkeeping experience with MYOB and QuickBooks.

Office Shed’s bookkeeping service does not include payroll delivery. We can refer payroll enquiries to our BAS agent partner.

Yes. Bookkeeping tasks can be delivered through Office Shed’s admin support packages alongside other agreed tasks.

Get in touch

Ready to Get Started?

Tell us about your business and where you need help with your accounting software. Our team will review your enquiry and help you work out the next step.

Call now

1300 779 529

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