Xero Accountant

We are a Xero Accountant with Platinum Champion Partner accreditation. We use Xero to run our business & we can help you use it for yours.

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We help businesses migrate to paperless accounting operations using Xero Accounting. 

One of the biggest challenges any business faces in today’s world is keeping up with all the paperwork & trying to stay on top of the financial management requirements. Handling paper invoices and other financial documents can be a thing of the past by transitioning to using Xero which is a cloud based accounting software platform.

We are an accountant that can facilitate a migration and set up on Xero Accounting

For many business owners setting up new software can be daunting, but our team can guide you step by step to migrate to the Xero accounting platform. Not only are we a recognised Platinum Partner, but our team has been using it for just over ten years. We can help plan a migration & set up every element to ensure your business runs smoothly.

We can help you use Xero Accounting for your business

Xero is now used by more than 3.5 million subscribers around the world. We recommend it to all business owners because;

  • It is a cloud accounting platform that is user-friendly.
  • It is 100% scaleable, so you only use the elements you need.
  • You get real-time financial data about your business.
  • It works on mobile phone, tablet, laptop or computer.
  • It works on Windows, Mac or Android devices.
  • It can deliver financial efficiency and improve your business accounting processes day to day.
  • You can run your business anytime, anywhere & still integrate with our accounting team.
 

Go from a paper based accounting to Xero cloud accounting software

If you are thinking about going to a paperless accounting system, want to stop using manual spreadsheets or are keen to move from software like MYOB, Quickbooks, Sage Accounting or others then have a chat to us about your available options and the costs to do so. 

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Platinum
Partner

Ready to help you with using Xero in your business.

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Xero
Migrations

We can help you migrate your accounting to the Xero platform.

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Single Touch Specialist

We can help implement electronic payroll management.

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Payroll
certified

Our accounting team are Xero Payroll certified.

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Advisor
certified

Our accounting team are Xero Advisor certified.

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Xero partner since 2010

More than 10 years experience using Xero

Should a business owner work with a Xero Platinum Partner?

We get it, sometimes it is hard to decide which Xero accounting specialist to work with because every accountant that works with this cloud accounting software will make similar promises. 

Although compare for yourself using their Advisor Directory, not every partner level is the same. If you want the best Xero accounting service in Sydney, then you will get that by working with Fitzpatrick and Robinson because we are a Xero Platinum Partner.

We are experienced Xero business accountants who use the platform for bookkeeping services, payments, payroll, accounting and more. We are an accountant firm in Sydney the embraces the use of cloud base accounting applications.

Xero Accounting software can integrate with 000’s of other apps & tools. 

If you are using existing cloud software or apps to run your business the chances are Xero can integrate with them. This means you don’t have to stop using what you are used to, we can help set it all up so that everything is integrated & functional.

Alternatively if everything you are operating from is paper based, we can help advice on the suitable applications that can provide extra functionality and paperless operation for your business.

Below is just a small sample.

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" Life before Xero was a nightmare. Using a spreadsheet took a ridiculous amount of time"

Rick-and-Bryn-from-Fitzpatrick-and-Robinson-accountant-in-Sydney

The biggest change we have seen in the last ten years has been the development of cloud accounting software like Xero.

Everything is at your fingertips, no need for paper, spreadsheets or a notepad. You can run your business efficiently from anywhere in the world.

Rick Fitzpatrick + Bryn Robinson, Directors

A Xero accountant in Sydney for business owners

Xero can remove the need for paper handling and let you manage your business electronically.

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What can Xero do to help run your business?

The easier answer will be to talk about what it can’t do because there are so many features available in Xero that have been designed specifically for business owners. The best part is their whole system is scaleable so you only need to use the elements you need.

Xero can handle day to day transactions like invoicing, bank reconciliation or even paying bills but can be as extensive as managing payroll, inventory or converting paper documents to use electronically.



There are several benefits for business owners regardless of the size of their business type or industry, to use cloud accounting software like Xero.

  • Accessibility and Convenience: One of the primary benefits of cloud accounting software is the ability to access your financial data from anywhere, at any time, as long as you have an internet connection. This makes it much more convenient to manage your finances, especially if you have multiple locations or remote workers. It also means that you don’t need to be in the office to access financial data, which can save time and increase efficiency.

  • Real-Time Collaboration: Another significant advantage of cloud accounting software is the ability to collaborate with others in real-time. Multiple users can access the same data at the same time, which makes it easier to work together on financial tasks. This is especially useful for business owners who work with accountants, bookkeepers, or other team members who need access to financial data.

  • Cost-Effective: Cloud accounting software is generally more cost-effective than traditional accounting software, as it eliminates the need to purchase and maintain costly hardware and software. Instead, you pay a monthly subscription fee, which is usually much more affordable than purchasing and maintaining a traditional accounting system.

  • Automated Processes: Cloud accounting software can automate many of the financial processes that were previously time-consuming and labor-intensive. For example, Xero can automatically reconcile bank transactions, generate invoices, and create financial reports. This can save you a significant amount of time and effort, allowing you to focus on other areas of your business.

  • Scalability: Cloud accounting software is highly scalable, meaning it can grow and adapt to the needs of your business. As your business expands, you can easily add new users or features to your software without having to purchase new hardware or software.

  • Security: Cloud accounting software providers like Xero invest heavily in security measures to protect your financial data. They use encryption, firewalls, and other measures to keep your data safe from hackers, viruses, and other security threats.
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Send invoices

Work smarter with intuitive invoicing software. Send online invoices from the desktop or app as soon as the job is done.

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Bank reconciliation

Keep your financials up to date. Categorise and reconcile bank account transactions each day using suggested matches.

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Pay bills

Track and pay bills on time. And get a clear overview of accounts payable and cash flow.

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Expense claims

Manage spending and submit or reimburse expense claims with Xero’s expense management tools.

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Bank connections

Connect your bank to Xero and set up bank feeds. Transactions flow securely straight into Xero each business day.

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Accept payments

Accept payments online and get paid up to twice as fast by connecting to Stripe, GoCardless and others.

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Track projects

Quote, invoice and get paid for jobs. Plus keep track of costs and profitability with project and job tracker software.

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GST returns

Xero calculates GST and speeds up preparing business activity statements. Submit your BAS to the ATO from Xero.

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Handle payroll

Pay staff and report payroll details to the ATO with online payroll software. Automate tax, pay and super calculations.

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Convert paper docs

Get copies of documents and key data stored into Xero automatically. Hubdoc makes data capture easy.

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Financial reports

Track your finances with accurate accounting reports. And collaborate with your advisor online in real time.

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Inventory

Keep track of what’s in stock with inventory software. Populate invoices and orders with items you buy and sell.

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Doing quotes

Create professional online quotes using Xero software or the app. Send quotes instantly from your phone or desktop.

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Manage contacts

Use Xero for contact management. See details of a customer’s or supplier’s sales, invoices and payments in one place.

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Manage fixed assets

Xero makes it easy to track fixed assets and work with your accountant to manage them, keeping your books up to date.

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Purchase orders

Create and send purchase orders online with purchase order software. Keep track of orders and deliveries at every step.

Embracing technology is not for the brave, but the wise, those who are ready to make business easier.

How can an accountant help you use Xero Accounting?

Work with a Xero Platinum Partner in Sydney

From the very first conversation you have with anyone in our accounting team we will structure a working relationship that fits into your business situation. With a choice of accounting services available we will quickly determine what level will make sense. 

We can tailor a support package to suit your requirements that may also include our bookkeeping services, accounting services, CPA, tax accountant or even our business advisory services so that your financial activities are managed consistently & you have support needed to grow long term.

Our whole team will help you use the Xero platform so that it integrates into your business, your growth strategies while facilitating a paperless accounting operation. We can help with things like getting your bank accounts to reconcile, where to code an expense or even setting up a vehicle loan in Xero.

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Flexible
monthly costs

We can structure an hourly, weekly or monthly fee depending on your needs so that your Xero costs are predictable.

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Any location
that suits

Our services can be performed in our office, at your site or even remotely using online accounting software like Xero.

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Available when
you need it.

Our team is available during working hours to help you with any questions you may have so that it is easy to run your business.

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Set up &
training services

We provide a wide range of set up or training services to make it easy to learn how to use the latest tools & applications.

Qualified. Awarded. Trained. Innovative.

Give your business a competitive advantage with a Certified Practicing Accountant.

Not all accountants in Sydney are the same, it is not just about filling in a ledger and balancing the books each month. Our accounting team includes senior accountants, tax accountants and a Certified Practicing Accountant (CPA).

Our team has won numerous industry awards, recognised for our forward thinking methods of helping business owners. These have been achieved by embracing the latest online accounting tools to improve efficiency, cut costs & let you get on running your business.

Using the latest software for your accounting

Our bookkeeping and accounting services are supported by cutting edge cloud software applications suitable for any business.

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Technology is redefining our world and how we conduct business, and our bookkeeping and accounting services are backed by the latest cloud accounting applications. Our focus is to be leaders in this space so your business can be efficient & organised.

We are able to provide solutions to help anyone from a start-up company through to established businesses with teams of five employees or more.

New software and apps are driving financial operational efficiencies, saving business owners time and money. Cloud accounting software can remove double entry processes with automation, reduce labour requirements & reduce mistakes with real time financial information available via your phone or computer.

In addition to cloud accounting software, we use & support a number of other apps including;

  • Workflow Max
  • Receipt Bank
  • Hubdoc
  • Office 365
  • GoCardless
  • Debtor Daddy
  • Practice Ignition

We have also been involved in implementing different apps across clients in a multitude of different industries. We won’t recommend something we haven’t tried and tested so that we can see its benefits. 

Remember, in business as in life, if you keep doing the same thing, you can’t expect different results. We are recognised industry leaders in advising businesses on what technology and apps to use to automate systems and processes to improve profitability. 

If you’re ready to discuss how accounting software technology can create more capacity in your business, contact us today.

Let us help you thrive with a wide range of accounting, bookkeeping and business advisory services.

Xero Accounting experts

We are a Platinum Champion Partner, qualified to provide expert advice and training on the cloud-based accounting software.

Technology driven

We use technology to work smarter, to identify any manual processes that can be automated to give you the best value.

Save time & money

Is bookkeeping taking too much of your day? Let us tick it off your ‘to do’ list, so you can spend time on the things that matter.

Access extensive services

We set up Xero, process pay runs, lodge your BAS, IAS & Super – we can do it so you can focus on driving your business forward.

Accounting compliance

Our specialised bookkeepers are across the latest legislation, so you know we have your back and you can breathe easy.

Make commercial decisions

We will present you with a clear and precise view of your finances, helping you make informed business decisions.

Frequently asked questions about using Xero accounting software for a business

Explore the answers to the most common questions we get asked about using Xero Accounting software with a business.

A Xero Accountant is just want it sounds like, someone that has qualifications to help with all the financial activity of your business, but can then apply that to be managed by Xero Accounting. It is the paperless way of running your business so that your books are always balanced, expenses coded correctly and more. A Xero Accountant can then work with you to create financial reports, submit BAS and more.

Xero has been designed to be industry, niche, product or service agnostic. This means practically anyone can use it to run their business. This includes (but is not limited to);

  • Construction
  • Trade
  • Manufacturing
  • Real estate
  • Retail
  • eCommerce
  • Hospitality
  • Farming
  • Health & social care

Xero has been designed to be industry, niche, product or service agnostic. This means practically anyone can use it to run their business. This includes (but is not limited to);

  • Landlords
  • Non-profits
  • Self-employed businesses
  • Startups

 

It provides all the fundamental accounting support that any type of business would require to function day to day. It can replace paper based systems.

There are so many great reasons to consider switching over to Xero and running your accounting without paper based systems.

  • Get your books done faster because Xero automates tasks that used to take up a lot of time. From reconciling bank transactions to sending invoice reminders, it works for you.
  • Have confidence in your numbers as your data is protected and stored in one place so it’s easy to see how business is tracking with analytics and collaborate with your accountant.
  • Do business from anywhere, on any device by accessing your data and Xero tools easily from anywhere. Keep essentials like invoicing and payroll at your fingertips with the mobile app. Xero works on Mac, iPhone and iPad as well as Windows and Android devices
  • Pay employees with pay records online, process pay runs, and easily reconcile salary and wage payments in Xero.
  • Track projects profitability by quoting and invoice for jobs, track time and costs, and monitor project profitability and expenses using Xero.