Certified Xero Advisor and Xero Partner — Nelson-based, working nationwide
If it isn't, let's fix that.
Setup, cleanup, migration, training, and ongoing management — from a Certified Xero Advisor and Xero Partner who actually knows what she's doing.
A lot of businesses have a Xero account. Far fewer have a Xero account that's set up correctly, kept current, and actually giving them useful information about their business.
Xero is an incredibly powerful tool. But like any tool, it does the job it was designed to do only if it's set up and managed properly. Miscategorised transactions, wrong tax rates, bank feeds that haven't reconciled in three months — it all adds up, quietly, until someone needs the numbers and the numbers aren't right.
If you're not sure whether your Xero is set up correctly, there's a reasonable chance it isn't. That's not a criticism — it's just common.
This is the part where being actually certified makes a real difference.
Hi, I'm Dani. I'm a Certified Xero Advisor and Xero Partner — which means I've formally trained and passed Xero's own assessment. Not just familiar with it. Trained, tested, and accredited.
That matters because there's a lot of distance between someone who uses Xero and someone who knows how to set it up correctly, troubleshoot it properly, and get the best out of it for a specific business. I'm in the second group.
And if something doesn't look right in your file — even if you're not sure what it is yet — get in touch as soon as possible. The sooner we look at it, the less it costs to fix.
Most Xero problems trace back to the initial setup. Chart of accounts, tax rates, bank feed configuration — if these aren't right at the start, everything that follows is building on a shaky foundation. We get it right from day one, or clean up what wasn't.
A client once asked whether staff could be tracked to different cost codes in Xero. Their accountant said no. We looked into it. Next day, it was set up exactly the way they wanted. If there's a way to make Xero work better for your business, we'll find it.
Training that's tailored to your business and your level — not a generic walkthrough of features you'll never use. Whether it's onsite or remote, we make sure you leave knowing what you need to know. No more logging in and hoping for the best.
It's very common for businesses to start on one platform because of cost or familiarity, then realise it's not the right tool for them. Migrations from MYOB are particularly common. And if you're using a job management or quoting tool like Hnry, there's often a way to keep using it while linking it directly to Xero — you don't necessarily have to choose.
We assess your current setup honestly, tell you what's involved, and manage the migration from start to finish. If it's worth switching, we'll tell you. If it isn't, we'll tell you that too.
Testimonial coming soon
Testimonial coming soon
Send us access to your Xero, or we start fresh. We assess where things are at with no judgment and no obligation.
You'll know exactly what's involved and what it'll cost before we start anything. Fixed price, no surprises.
Setup, cleanup, migration, or training — handled properly. So your Xero works the way it should.
Chart of accounts, tax settings, bank feeds, integrations. Done correctly from day one.
Something's not right. We find it, fix it, and make sure it won't cause problems going forward.
From MYOB, Hnry, or anything else. We handle the move so nothing gets lost or broken.
Onsite or remote. Tailored to your business and your level. Remote training requires computer access sharing.
Daily reconciliation, category management, and keeping your file clean and current.
Connecting Xero to your job management, quoting, or payroll tools. If it can be done, we'll do it.
Under 2 hours
For a business starting fresh on Xero, a standard setup is typically under 2 hours. Cost agreed upfront.
Generally over 2 hours
Depends on the size of the business and how much historical data needs to come across. We'll assess your situation and give you a fixed price before we start.
If something doesn't look right in your Xero file, get in touch as soon as possible. The sooner we look at it, the less it costs to fix.
It means we've formally trained and passed Xero's own certification assessment — not just used the software, but proven we know how to set it up, manage it, and get the best out of it for business owners. As a Xero Partner, we work directly with Xero and stay current with every platform update and compliance change.
Yes. We handle migrations from MYOB regularly — and if you're using a program like Hnry for quoting or job management, it's often possible to keep using it while linking it to Xero. We assess your setup, tell you exactly what's involved, and manage the process from start to finish.
Typically onsite — we sit with you, show you the ropes, and guide you through what you need to know for your specific business. Remote training is available, though it does require the ability to share computer access. Either way, it's tailored to your level — not a generic product walkthrough.
Yes — but the cost depends on how long the problem has been there and how embedded it is. The most important thing is not to ignore it. As soon as you notice or suspect something isn't right, get in touch. The sooner we look, the less it costs.
For a new company starting fresh, usually under 2 hours. For a migration from another system, generally over 2 hours — depending on the size of the business and how much historical data is involved. We give you a fixed price before we start.