Software Setup and Training

Software Setup and Training

How can we help?

Beam Bookkeeping knows Xero inside out. If you require assistance with setup, support, training or converting across from another system, we can help.

While we know other book-keeping packages very well, the accounting package we generally recommend is Xero. We help small businesses utilise the power of Xero on a daily basis.

Because Xero is a true cloud solution, we can actually help you wherever you are in Australia as long as you have an internet connection!

If you are using another package like MYOB we can help you convert to Xero. Our expertise and extensive experience ensures it will be a smooth transition.

Once you are up and running in the Xero ecosystem we can help you get the most out of Xero through hands-on training.

One of the great things about Xero is the add-ons that are available. Ask us about extending Xero for point-of-sale and ecommerce applications. Where time permits we like to step the process out, starting with the areas you generally need first to minimise interruption to your business, like invoicing and payroll. Then we move onto reconciling bank feed lines and bank rules. We find this is the easiest way to retain new found knowledge.

We are also Partners with Deputy, Tanda, Dext, Approval Max and Fathom and can assist in the setup and integrations of these programs.


What our clients say

"They spend time at our business premises each month and oversee our day-to-day bookkeeping including payroll and superannuation obligations. The team are great communicators and really understand the importance of meeting deadlines and delivering exceptional customer service. As a retailer, we embrace these characteristics and we are thrilled to have found a supplier who not only understands what drives us but also pushes us to find further improvements in our business.”

Nicole Jordan

Managing Director, Maitland Motorcycles

"We use Beam for our security business & restaurant/bar and since moving across to them there has been a huge difference in everything from our Xero file to our monthly reporting. The quality is amazing, each month we get a comprehensive report with insight that not only enables the owners to get a clear view of the business's financial health, but also saves us so much time as the key insights have already been identified and highlighted for us. Being with Beam also saves us money on accounting because our Xero file is in such good order, I can't recommend them enough. If you have a business in the hospitality industry you need to have Beam as your bookkeepers."

Ben Dewson

CEO, 5 Sawyers and Holistic

"If you want to grow your business, one of the first steps is to hire a great bookkeeper. Since using Beam team, the quality and timeliness of the financial information has been outstanding. Beam works closely with our external accountant to make sure everyone is on the same page and nothing is missed. Beam has qualifications in accounting that most bookkeepers don't possess which gives them a higher level of expertise. They are always looking for ways or strategies that would benefit the business. Most importantly, they care."

Matthew Tranter

CEO / Lawyer, Tranter Lawyers

Xero Me App - Guide for Employees

Does your business use a Xero plan that includes Xero Payroll and/or Xero Expenses?

You could be taking advantage of the Xero Me App with your team.

Here is a free downloadable guide we've created for your Employees on getting started with the Xero Me App!

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