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FINALIST - XERO LARGE PARTNER OF THE YEAR 2022

Beany's Xero services

Our range of Xero services will help you get started and make the most out of the world's best accounting software. Book a call with one of our problem solvers and they'll help you understand what services are right for you.

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Meet Caroline, your potential Xero Hero
Caroline, Beany support and Xero trainer

Xero for your business

As far as cloud-based accounting software goes, Xero is as pain-free and helpful as they come. ​

Xero is designed to make running your business easier. It brings in all your business transactions automatically via bank feeds, ready for you to sort and record. It produces real-time financial reports providing you with key indicators of your business' performance at a glance and provides a workspace for you and your accountant to work in. ​

Beany + Xero + you = accounting bliss. ​

WHAT'S ON OFFER

Beany's Xero services

From a simple subscription to a set up and training, we've got you covered!

Xero subscription

We set you up with the right Xero subscription and manage your payments.

Xero subscription transfer

Previous accountant 'owns' your Xero file? We'll get it moved over for you, no sweat!

Xero conversion

Been using another accounting system? We'll get you moved into Xero and make sure it's set up properly.

Xero setup

We set up your Xero file so it is optimised for you and your business.

Xero training

An hour of training on how to use Xero to it's full potential.

Xero setup & training

We'll set up your Xero file from scratch, then give you the training you need to use it to it's full potential.

Xero optimisation

Got an existing Xero file that needs some TLC? We'll dive in and sort it out.
We set you up with the right Xero subscription and manage your payments.
Previous accountant 'owns' your Xero file? We'll get it moved over for you, no sweat!
Been using another accounting system? We'll get you moved into Xero and make sure it's set up properly.
We set up your Xero file so it is optimised for you and your business.
An hour of training on how to use Xero to it's full potential.
We'll set up your Xero file from scratch, then give you the training you need to use it to it's full potential.
Got an existing Xero file that needs some TLC? We'll dive in and sort it out.
a man and a woman wearing aprons at a flower shop checking Xero file on their laptop

WHERE XERO FITS IN

Why do you need Xero?

Xero is a bookkeeping software that allows you, our accountants and our Beany software to easily access your financial data. This means less work for you, less work for us (less cost to you) and a smoother experience all around 😎 ​

Why does beany recommend Xero over other accounting software? ​

Beany are specialists in small business accounting, and we've been working with Xero since day dot. If you ask us, Xero is the most powerful and simple-to-use accounting software on the market, so we always encourage our clients to get onto the platform, and provide free support for it as part of our core packages. ​

We believe in Xero as the future of accounting tech so much so that we built our own proprietary software platform around it to fully harness its power and help us better serve you. Building our own tech means we spend less time doing mundane, repetitive tasks and has freed up our team to spend more time with clients solving the real problems facing their businesses.​

All Beany accountants, bookkeepers and support staff receive Xero training and certification as part of their training, so you can be assured that we know what we're doing and your Xero enquires will be well taken care of.​

Need help with your bookkeeping?

XERO FAQS

Need more information?

Don’t see your answer? Reach out to us, we’d love to help!
Xero is online accounting software to help people keep track of their business finances. It brings all your business transactions together in one place for you to sort and record. Xero can also help with invoicing, GST, payroll, timesheets and leave, paying bills, keeping copies of your receipts and more.Because Xero is online you can access it anywhere you have internet, and it always contains the most current version of your information. And because it is online we can access it too, so our Support team can help immediately with any issues.We recommend Xero to all our clients because it is a time and cost-effective way to keep all your business information together in one place, so you can see how you're doing and keep on top of your business admin.We also use Xero too - for preparing annual financial statements for our clients, and completing their tax returns.
We'll need access to your Xero ledger so that we can help you out with any questions, and prepare your accounts at year-end. To give us access there are a few simple steps to go through;Log into your Xero hereClick on the dropdown menu next to the name of your organisation, in the top left corner.Select SettingsSelect UsersSelect Invite a User (top right)Add a user called "Beany Com" with the email address xero@beany.com Give access to "Payroll Admin"Give access to "Business & Accounting"Select "Adviser" level accessTick "manage users"Send inviteIf you don't have the option to invite users, this just means that someone else (probably your old accountant) has the master access to your file. We'll ask this information when we get in touch to explain we're taking over.
There are different options to choose from, depending on your business needs.Our team are well-versed in the features of the various plans and can recommend the most suitable option. Reach out for a chat with our team if you're unsure which plan is right for you.
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