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Accounting and People
Xero implementation and training
Set up for how you actually report.
Migration from spreadsheets or a legacy system, a chart of accounts designed around how you report rather than around a default template, bank feeds and approval workflows, and training so the system belongs to you.
Request an implementation quote All accounting and peopleMost failed accounting system implementations we are asked to rescue failed for the same reason: the chart of accounts was accepted as it came out of the box. Everything downstream then fights it, and within a year the reports are being rebuilt in Excel anyway.
Start with the reporting
We begin with what you need to see monthly: by line, by contract, by location, by whatever actually drives decisions in your business. The chart of accounts, tracking categories and reporting structure are then designed backwards from that. It takes a day longer and saves a year.
What implementation covers
Opening balances migrated and agreed, bank feeds connected, approval workflows configured so that one person cannot initiate and pay, multi-currency where you deal in more than cedis, and the fixed asset register set up rather than left to a spreadsheet.
Training, and why it is in the fee
An implementation that leaves you dependent on the implementer has not finished. Training your team is part of the engagement, not an extra, and we hand over documentation for the specific way your file has been set up rather than pointing you at generic help articles.
From kick-off to running live
The chart of accounts is designed backwards from it
Your team owns the file afterwards
Scope
What implementation covers
Scoped to your business rather than to a standard package, because the setup is where the value is.
Requirements and chart of accounts
What you need to see monthly, and a chart of accounts and tracking structure designed to produce it. This is the step that determines whether the system works.
Migration and opening balances
Data from spreadsheets or a legacy system, with opening balances agreed to the last set of accounts rather than assumed.
Configuration
Bank feeds, approval workflows, user permissions with proper segregation, multi-currency, and the fixed asset register.
Training and documentation
Sessions for the people who will use it, and written documentation of how your specific file is set up.
Process
How an implementation runs
Short, and it ends with your team running a live month rather than with a handover email.
Requirements
What you report on, who needs to see it, and what the current system fails to produce.
Week 1Design
Chart of accounts, tracking categories, permissions and workflows, agreed with you before anything is built.
Week 1 to 2Build and migration
Configuration, data migration and opening balances agreed to your last accounts.
Weeks 2 to 4Parallel or cut-over
Depending on timing, either a parallel month or a clean cut-over at a period end.
Weeks 4 to 5Training and handover
Sessions for each user group, plus documentation of your specific setup.
Week 5 to 6Engagement
Fees, timing and who does the work
Fee basis
Fixed implementation feeSet on the number of users, the migration scope and whether multi-currency is required. Licences are billed by Xero, not by us.Who does the work
A manager and an implementation leadWith a partner on the chart of accounts design, because that decision outlives everything else.Timeline
Three to six weeksLonger where migration data is poor or multiple entities are involved.Questions
Questions on implementation
Do we have to use Xero?
Can you migrate mid-year?
Will you run the bookkeeping afterwards?
What about multi-currency?
How much of our team's time does this take?
Related
Read before you brief us
Next step
Tell us what you cannot see today.
The report you need and cannot produce is usually the fastest route to a chart of accounts that actually works.
Also under Accounting and People
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