MYOB / Xero Training & Support
Your trusted partner for comprehensive financial solutions and strategic business growth
We help businesses set up, manage, and fully utilize MYOB and Xero accounting software, ensuring accurate records, compliance, and better financial decision-making.
Software Setup and Initial Configuration
We help configure the software correctly for the business.
- Creating or reviewing the chart of accounts
- Setting up GST settings
- Connecting bank feeds
- Adding users and permissions
- Setting up invoice templates
- Integrating payroll if required
Proper setup ensures the system produces accurate financial reports and GST returns.
Migration From Old Accounting Systems
If the business previously used spreadsheets or another software, we may:
- Convert data from old systems
- Import opening balances
- Transfer customer and supplier records
- Check historical transactions
- Test reports after migration
This is common when switching to Xero or MYOB from older desktop systems.
Basic Bookkeeping Training
We may train clients on day-to-day bookkeeping tasks:
- Creating sales invoices
- Recording expenses and bills
- Bank reconciliation
- Matching bank feed transactions
- Managing customers and suppliers
- Uploading receipts and documents
Training is often one-to-one and based on the client’s own data.
GST and Compliance Training
Since NZ businesses must comply with GST and IRD reporting:
- Preparing GST returns
- Correct GST coding
- Reconciling GST accounts
- Understanding IRD filing requirements
This helps businesses avoid mistakes and penalties.
Payroll Training
- Setting up employees
- PAYE and KiwiSaver deductions
- Processing payroll
- Leave entitlements
- Payday filing
Reporting and Financial Understanding
- Profit & loss reports
- Balance sheet
- Cashflow reports
- Aged receivables and payables
- Business KPIs
Software Health Check and Error Fixing
- Fixing reconciliation errors
- Fixing GST errors
- Correcting coding errors
- Reviewing balance sheet accounts
- Ensuring reports are reliable
App and Integration Advice
- Receipt apps
- Inventory software
- Payment gateways
- POS systems
Ongoing Support and Help Desk
- Phone or email support
- Troubleshooting problems
- Quarterly reviews
- Complex transaction assistance
Periodic Review and Advisory
- Reviewing financial reports quarterly
- Budgeting and forecasting
- Cash flow monitoring
- Profitability analysis