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At Liston Newton Advisory, we take pride in helping business owners get more out of their hard work. Our downloadable guides can give you an in-depth look at strategies and technologies that will help your business grow.
Intuitive and easy to learn, Xero provides a seamless way to manage your day-to-day financials.
Setting up your Xero account is easy—but sometimes you just need that expert support.
At Liston Newton Advisory we’re Xero setup experts. Right from the start, we can work with you to set up your Xero account correctly. We’re Xero Platinum Partners too, which means you get access to business pricing plans, and partner pricing plans that let you get more from the platform.
Get a free 90-minute video consultation. See how it works.
We’re Xero setup experts, but that’s just one part of what we do. We’ll also provide comprehensive tax and financial advice to help your business thrive.
With over 40 years of experience helping clients manage their finances, we know what it takes to help your business plan for the future.
The financial sector is moving towards an exciting future. As well as Xero, we also offer advice on modern solutions like fintech and peer-to-peer lending.
We work with our clients for the long term. This ensures we gain in-depth knowledge of your business, and you continue to benefit from the best advice.
At Liston Newton Advisory, we take pride in helping business owners get more out of their hard work. Our downloadable guides can give you an in-depth look at strategies and technologies that will help your business grow.
Our Xero specialists are here to help you get the most from your Xero platform. From your customer contacts to your invoices, bills, bank accounts and Single Touch Payroll, we’ll ensure your Xero account is set up correctly. We’ll even help you access special offers that see you get up to 3 months of free subscription.
We’ll manage the process for you, too. We’ll ensure your Xero setup is smooth and seamless, that your new system complies with professional standards legislation, and that any downtime during setup is minimised.
We have worked with Liston Newton's Accountancy and Advisory Team for over a decade. During that time, our business has grown substantially both organically and through purchases. This wouldn’t have been possible without Liston Newton Advisory to assist with our business planning, providing proactive advice and ensuring our accounts were always compliant in a complex and volatile industry.
Liston Newton's Accountants analysed our financial and business situation and helped us implement strategies to improve our position. Their strategies turned our business from making a loss, to recording a 6-month net profit of 36 per cent. And we are now on track to show a 240 per cent increase in turnover over the next financial year.
Liston Newton helped us move our accounting over to Xero. Their Accountant managed the set up and training so we felt comfortable with the software. We now have all our processes streamlined which gives us improved visibility of our business performance. This has allowed us to open 2 more stores without a significant increase in administration effort.
We approach large, medium and small businesses with the same meticulous methodology. To ensure we can advise on the best financial platform, we first get to understand your business inside and out. We understand your plans and goals, which lets us identify the features, add-ons, and Xero integrations that maximise the performance of your platform. We also take the time to offer comprehensive Xero training and support so you can hit the ground running.
Helping you create a Xero account is just part of your financial roadmap. We’ve developed a unique approach to financial advice and planning that we roll out for each client.
Our professional Xero setup services cover every aspect of the process. Trust our guidance to achieve your financial goals, now and for the long term.
We restructured Papermill Media and moved them to cloud accounting. Papermill was listed at number 43 in the Australian Financial Review's Fast 100 List in 2017.
Take a lookWe have helped Cambridge Plumbing to manage and forecast cash flow. We've also provided the director with advice on wealth creation and asset allocation.
Take a lookAfter helping them transition to Xero, we conducted quarterly business coaching with Quality Energy and helped increase their profits by 90 per cent.
Take a lookWe built Safe T Pro a financial model to give them a clearer insight into their business performance, enabling them to scale without putting too much pressure on cashflow.
Take a lookSince engaging Liston Newton’s services, Kate Nixon has seen a 12x increase in revenue and has effectively scaled her business in a tax-effective way.
Take a lookWith Liston Newton’s help, Claudia Martin was able to sell her business tax-free, gain clarity in her retirement planning, and make smart investment decisions.
Take a lookAfter engaging Liston Newton's services, Chris & Leanne Roberts were able to purchase the B&B of their dreams by utilising their savings in the most tax-effective way.
Take a lookSee how Willow Urban Retreat owner Jeremy gained clarity over his business performance and reduced time-consuming tasks with help from the Liston Newton team.
Take a lookAlison Bartlett worked with Liston Newton’s lending team to help secure her dream holiday home on the Mornington Peninsula. We stepped Alison through multiple repayment scenarios and servicing calculations to determine how much she could responsibly spend on a new holiday home. Alison now treats her family to regular holiday getaways.
Take a lookGet in touch to discuss a Xero solution for your business
When choosing the Xero plan for your business, it’s important to first determine exactly what you need to achieve with your platform.
The beauty of Xero is that its plans are scalable, so you can start out on one plan and grow from there.
As Xero setup experts, we can help you identify the right plan for your business.
Absolutely. Part of your Xero setup is managing the data conversion for you. Given the complexity, the data involved, and the planning and research, this can take up to 3 months or more.
But rest assured that we will take care of it as part of setting up Xero for you.
Ideally, there will be a seamless transition from your current platform to a new Xero platform. After all, we don’t want to leave your business without an operational accounting platform.
As such, the bulk of our Xero setup work goes into meticulous planning, preparation, research, and data entry of your existing data. Then it’s just a matter of signing you up to Xero, customising your platform, and managing your Xero setup and training. All the important data should be converted already — it’s just a matter of learning how to use the platform.
Our diligent preparation will also ensure you’re left with an accounts scheme approved under professional standards legislation.
Yes. You can export payroll data from your current accounting system into a spreadsheet document. You can then import that document into Xero’s cloud-based accounting software. Our Xero experts can help you do this.
Xero is designed to be an intuitive and user-friendly online accounting software. However, it never hurts to get extra training.
Our Liston Newton advisers can provide thorough Xero setup and training. We’ll take you through the business Xero dashboard one feature at a time, and provide ongoing support to ensure you’re comfortable with your new bookkeeping software.
Alternatively, Xero features a comprehensive learning centre where you can undertake specific features and modules training in your own time.
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