Get set up with Xero—confidently and correctly

Xero is a powerful cloud-based accounting tool, but to get the most out of it, you need the right setup and support. At Mel-Balanced Bookkeeping, we provide personalised Xero onboarding and training to help you use the platform effectively—no matter your starting point.

Our Onboarding Service Includes:

• Custom Setup: Tailored chart of accounts, tax settings, invoice templates & user access

• Data Migration: Smooth, accurate transfer from your old system

• Bank Feeds: Connected for automatic transaction imports

• System Testing: Fully checked before you go live

We make sure your Xero file is ready to go—set up right the first time, with support every step of the way.