How We Set Up Xero for Trades and Service Businesses

Xero is a fantastic tool for small businesses — but only when it’s set up to match the way you actually work. At Elevate Office Solutions, we specialise in Xero setup and support for trades and service-based businesses. That means we don’t just turn it on — we customise it to suit your workflow.

First, we set up your chart of accounts so that income, expenses, and GST are clearly tracked. We connect your bank feeds to ensure your transactions are always up to date. We also create invoice and quote templates that reflect your branding and make it easy to get paid.

For businesses who need job tracking, we set up systems to tag jobs, monitor costs, and follow up on progress. We can also automate reminders, integrate with tools like Hubdoc or Dext for receipt management, and ensure everything is reconciled monthly.

Our goal is to make Xero work for you — not the other way around. You don’t need to know everything about accounting, but you do need to understand your numbers. With our setup, you’ll have clear reports, tidy books, and a reliable system that grows with your business.

Let us handle the technical setup so you can focus on what you do best.