Xero set up

Get expert advice for setting up your Xero account correctly

Liston Newton Advisory
Liston Newton Advisory is rated 4.8 from 32 reviews

There’s a reason we love Xero

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. We can work with you to set up your Xero account correctly, right from the start. 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.

Complete Xero setup from start to finish
Xero conversion
Data migration
Xero integration identification
Connect third-party accounts
Xero training

Free financial strategy session*

Get a free 90-minute video consultation. See how it works.

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*Offer subject to terms and conditions

Learn more about your business with our comprehensive guides

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.

  • Discover tax strategies and business structures available to you
  • Understand and apply new business management technology
  • Get in touch with us for information tailored to your business

We’ve been leaders in the business for over 40 years

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Holistic advice

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.

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A wealth of experience

With over 40 years of experience helping clients manage their finances, we know what it takes to help your business plan for the future.

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Leading industry innovation

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.

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Long-term client partnership

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.

About our Xero specialists

Our Xero specialists are here to help you get the most from your Xero platform. From your customer contacts to your invoices, bills, 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’ free subscription.

We’ll manage the process for you, too, to ensure that any downtime to your business is minimised, and your Xero setup and training is smooth and seamless.

John Liston, Director | Adviser

Meet our Xero accountants and advisors

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.
Karsten Horne
CEO, Reho Travel
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.
Lisa Clarke
SL Constructions
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.
Peter Luskan
Pandora

Holistic support for your business success

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 of our clients.

Find out how we do things
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Expertise you can trust

Get professional Xero advice and guidance on achieving your financial goals now and in the long term.

Our case studies

Get advice from the Xero setup experts

Get in touch to discuss a Xero solution for your business

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Frequently asked questions

How do I decide which Xero plan to choose?

When choosing the Xero plan for your business, it’s important to first determine exactly what you need to achieve with your platform.

  • How many users will have access to the system?
  • How many staff are on your payroll?
  • How many quotes, invoices, and bills do you manage per month?
  • Do you need to perform reconciliations?
  • How do you manage super?

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.

Can my old accounting data be converted to Xero?

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 take care of it as part of setting up Xero for you.

Will my business be disrupted when setting up Xero?

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.

Can I get my existing payroll data into Xero?

Yes. You can export your current payroll data into a spreadsheet document, then import it directly into Xero. Our Xero experts can help you do this.

Should I get training when starting out with Xero?

Xero is designed to be as intuitive and as user-friendly as possible. However, it never hurts to get extra training.

Our Liston Newton advisers can provide thorough Xero setup and training, to support you through the process and ensure you’re comfortable with the new system.

Alternatively, Xero features a comprehensive learning centre where you can undertake specific features and modules training in your own time.

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