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Introduction to Beyond the Numbers

Xero onboarding

Getting started with Xero accounting software

Getting started is easy as we can take the hard work away from you. As we have helped many clients to start using Xero by getting them set up, bringing over opening balances and training them on what they need to do, we can make this transition easy for you.

We will set up your business and then invite you to access the company on Xero.

We will then make sure your chart of accounts is set up in the right way for your business.

We will also load on your opening balances, if appropriate, so that you have the right information set up and ready to go.

We will work with you to decide how much input you want to have and what you would like to learn about using Xero so that you get the information that you need when you need it.

If this is something you would like to find out more about why not give us a call?


  • I work with Val and beyond the Numbers, because they are exactly that..more than just the numbers. They work hard to understand my business, understand the business needs that are unique to me. They then shape the support and service around those needs.

    What I particularly like is that they are up for doing all sorts of support, from basic book-keeping, through to strategic challenge and insight. Trusted partners.

    Martin Ewart, Bigwheel Leadership Ltd

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