Xero Setup Perth

Our award-winning accountants provide Xero setup services in Perth to help businesses get their accounting software set up correctly from the start. As a Xero Gold Partner, we assist with new Xero setups, migrations from desktop accounting software, opening balances, custom Charts of Accounts, tracking categories, payroll, bank feeds, invoice templates and ongoing Xero support. Book a free strategy session today.

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Australian Accounting Awards 2019 winner – Business Advisory
Australian Accounting Awards 2024 finalist – Business Advisory
Australian Accounting Awards 2023 finalist – Boutique Firm of the Year
Australian Accounting Awards 2023 finalist – Partner of the Year
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Why Choose Our Xero Setup Experts?

  • Xero Gold Partner: M2 Corporate is a Xero Gold Partner, giving you access to accountants with practical experience setting up, migrating and supporting businesses using Xero.
  • Award-Winning Accounting Expertise: Recognised by the Australian Accounting Awards and Accountants Daily 30 Under 30, our team combines accounting knowledge with practical Xero implementation experience.
  • Setup Tailored to Your Business: We configure your Chart of Accounts, tracking categories, dashboard, payroll, bank feeds and other Xero features around the way your business actually operates.
  • Clear Setup & Support Options: Choose from one-off Xero setup and migration packages or ongoing Xero Support from $250 per month, depending on the level of assistance your business needs.
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Our Xero Setup Services

Practical Xero setup, migration and support services tailored to new businesses, existing businesses and internal accounts teams.

Trust Establishment

Xero Migration & Data Conversion

Move your business from desktop or other accounting software to Xero with opening balances, current accounting data and key financial information transferred into your new accounting system.

Trust Establishment

Custom Chart of Accounts

We create a custom Chart of Accounts aligned with your business so income, expenses, assets and liabilities are organised in a way that supports accurate bookkeeping and useful financial reporting.

Trust Establishment

Tracking Categories & Dashboard Setup

Setup of relevant tracking categories and customisation of your Xero dashboard so you can more easily monitor the financial information that matters to your business.

Trust Establishment

Payroll Setup

We configure payroll within Xero as part of eligible setup packages, helping establish the system your business needs to manage employee payroll records and ongoing processing.

Trust Establishment

Bank Accounts & Bank Feeds

Setup of your business bank accounts and available bank feeds so transactions can flow into Xero and be reconciled as part of your regular bookkeeping process.

Trust Establishment

Invoices & Business Branding

We customise your Xero invoice template with your business branding, helping create professional and consistent invoices for customers.

How Much Does Xero Setup Cost?

Our Xero setup options range from setup for new businesses through to full desktop accounting software migrations and ongoing support. Choose the package that best matches your current accounting setup and level of support required.

Manual Conversion

Custom to Xero

FROM $0

Manual conversion to Xero for businesses currently using non-traditional desktop accounting software.

  • Enter opening balances
  • Custom Chart of Accounts
  • Setup tracking categories
  • Customise dashboard
  • Branded invoice template
  • Setup payroll
  • Conversion of current accounting data
  • Setup bank accounts and feeds
COMPLETE MIGRATION Desktop Migration

Desktop to Xero

$1,650 ONE-OFF

Complete migration from traditional desktop accounting software into a properly configured Xero account.

  • Enter opening balances
  • Custom Chart of Accounts
  • Setup tracking categories
  • Customise dashboard
  • Branded invoice template
  • Setup payroll
  • Setup bank accounts and feeds
  • Conversion of current accounting data
  • Import contacts
  • Setup fixed asset register
  • Issue team logins
New Xero Account

New Business

$500 ONE-OFF

Xero setup for a new business that does not require migration of existing accounting data.

  • Custom Chart of Accounts
  • Setup tracking categories
  • Customise dashboard
  • Branded invoice template
  • Setup payroll
  • Setup bank accounts and feeds
  • Issue team logins
Ongoing Assistance

Xero Support

$250 PER MONTH

Ongoing Xero and accounting support for businesses with an internal accounts team.

  • Initial queries via screen recorder or help desk
  • Helpdesk support
  • Xero support
  • Xero Add Ons support
  • Accounting knowledge and support
  • Next-business-day response
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Our Google Reviews

Excellent4.8★★★★★ Based on 17 reviews fromDiscovery AlertDiscovery Alert ★★★★★ Ammar AtiAmmar Ati ★★★★★ Derek McShaneDerek McShane ★★★★★ Excellent service in a timely manner & for a fair price! They look after all of our accounting needs from payroll to government requirements and everything inbetween. Could not be happier with the level of service we receive.James LeemingJames Leeming ★★★★★ M2 corporate have been great since coming across a couple of years ago. Whilst my business is only small they still have plenty of time for my needs and support is always available. I feel they always have my best interests at heart and will be there as my business potentially grows in the future.kylie falconerkylie falconer ★★★★★ Mace and Lin are constantly searching for new ways to support my business. Their help is always efficient and friendly. So grateful to have them as part of my success team.Lifeskills AustraliaLifeskills Australia ★★★★★ Great, we love M2, they are really helpful, highly professional, they genuinely care about my business, they want me to be successful, if I'm successful then they are too.Joel FienbergJoel Fienberg ★★★★★ We have used M2 Corporate from the get go with our small business which was established in 2012. We have received the most amazing support from Mace, Mario and all there staff and nothing but the upmost professionalism across the board. There knowledge in all aspects of not only accounting but business has saved us so much time and effort trying to outsource solutions for any issues we have encountered.Rose EllisRose Ellis ★★★★★ Jessie McGarryJessie McGarry ★★★★★ We've been working with Mace and the team at M2 for 5 years now. Lin, their bookkeeper is an absolute gun, and keeps the books up to date and shipshape! Mace and his team are amazing at responding to any questions we have, and often take issues completely out of our hands and return them resolved. M2 is an excellent asset to any business, and we are so financially better off because of them.Corey PaceCorey Pace ★★★★★ M2 Corporate and the whole team are fantastic. They are extremely professional helpful and no job is too big or small. I have referred many of my self employed and PAYG clients who have always been very impressed with their services.I personally use their services for my annual tax compliance and they always get me great results along with providing clear, professional and detailed advice!I would highly recommend using there services to any friends and family.Kane LucasKane Lucas ★★★★★ Welcoming and friendly staff, Efficient and timely service! Great to finally find a great accounting team!John ZadehJohn Zadeh ★★★★★ Highly recommend M2 Corporate, I've dealt with Mace Turco for many years now after going through a few different accountants. Mace structured and set my business up with great foresight, resulting in significant benefits to my business down the track. They are a very innovative and organised company with great knowledge. My confidence in Mace was proven correctly when he won the 30 under 30 business advisory award in Austrlalia in 2019, M2 comes with my strongest recommendation to all family and business associates.aaron thomasaaron thomas ★★★★★ Response from the ownerHi Aaron,Thank you for the five-star review. We really appreciate the support.Regards,The M2 Corporate Team Marie SangalangMarie Sangalang ★★★★★ Response from the ownerHi Marie,Thank you for taking the time to review our business.If there's anything we can assist with, please contact a member of our team.Regards,The M2 Corporate Team Eri I KhazaliEri I Khazali ★★★★★ Quality service!Response from the ownerHi Eri,Thank you for providing your feedback.If we can assist with anything in the near future, please contact our team.Regards,The M2 Corporate Team Georgie O'NeilGeorgie O'Neil ★★★★★ Response from the ownerHi Georgie,We appreciate the 5 star review.If we can assist with any of your future accounting needs, please reach out and we'll be happy to help.Regards,The M2 Corporate Team js_loader
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How Our Xero Setup Process Works

  1. Initial Review: We review your business, current accounting system, reporting requirements, payroll needs, bank accounts and existing financial data to determine the right Xero setup or migration approach.
  2. Xero Configuration:We configure the relevant parts of your Xero account, which can include your custom Chart of Accounts, tracking categories, dashboard, invoice template, payroll, bank accounts and bank feeds.
  3. Data Migration & Setup: Where your package includes migration, we enter opening balances and transfer your current accounting data. Eligible packages can also include contact imports, fixed asset register setup and team logins.
  4. Handover & Ongoing Support: Once your Xero account is ready, we hand over the completed setup so your team can begin using it. If you need ongoing assistance, our Xero Support package provides helpdesk, Xero, add-on and accounting support.
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About M2 Corporate

M2 Corporate is a boutique accounting and advisory firm based in Perth, specialising in accounting, taxation, bookkeeping, business advisory and financial management solutions. We work closely with business owners, founders and leadership teams, helping them establish accounting systems that provide clearer financial information and support better business decisions.

Our team brings decades of accounting and advisory experience, supported by practical knowledge of business software and financial systems. M2 Corporate is a Xero Gold Partner and has received industry recognition through the Accountants Daily 30 Under 30 Awards and Australian Accounting Awards.

At M2 Corporate, we focus on more than simply getting Xero running. We take the time to understand how your business operates so your accounting system can support accurate records, useful reporting and better financial management as your business grows.

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FAQs

What is included in a Xero setup?

A Xero setup can include a custom Chart of Accounts, tracking categories, dashboard customisation, branded invoice templates, payroll, bank accounts and bank feeds. Depending on your package, it can also include opening balances, data conversion, contact imports, a fixed asset register and team logins.

How much does Xero setup cost in Perth?

Our New Business Xero Setup package is $500 one-off, while a complete Desktop to Xero migration is $1,650 one-off. Custom conversion options are also available, and ongoing Xero Support is $250 per month.

Can you migrate my existing accounting software to Xero?

Yes. Our Desktop to Xero package is designed for businesses moving from traditional desktop accounting software. It includes opening balances, current accounting data conversion, contacts, fixed assets, bank feeds and other key setup requirements.

Can you set up Xero for a new business?

Yes. Our New Business package is designed for businesses that do not need existing accounting data migrated. It includes a custom Chart of Accounts, tracking categories, dashboard customisation, branded invoices, payroll, bank accounts, bank feeds and team logins.

Can you set up payroll in Xero?

Yes. Payroll setup is included in our Custom to Xero, Desktop to Xero and New Business setup packages. We can configure the relevant payroll functionality as part of establishing your Xero account.

Can you set up Xero bank feeds?

Yes. Bank account and bank feed setup is included within our Xero setup packages where applicable. This allows supported bank transactions to flow into Xero and form part of your regular reconciliation process.

Do you provide ongoing Xero support?

Yes. Our Xero Support package is $250 per month and is designed for businesses with an internal accounts team. It includes helpdesk support, Xero support, Xero Add Ons support and accounting knowledge and support, with a next-business-day response.

What is the difference between New Business and Desktop to Xero setup?

New Business setup is for businesses that do not need existing accounting data migrated and costs $500 one-off. Desktop to Xero is a more detailed $1,650 migration package that includes opening balances, current data conversion, contact imports and fixed asset register setup.

Is M2 Corporate a Xero Partner?

Yes. M2 Corporate is a Xero Gold Partner. Our accountants combine practical Xero knowledge with accounting, bookkeeping and business advisory experience to help businesses set up and manage their financial systems.

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