Done-For-You Setup Package

Let’s make sure your Xero account is set up correctly, cleanly, and ready to grow with you.

What This Includes

In this personalized setup package, I will provide:

✔️ New FREE Trial Subscription for two months to Xero, with 15% ongoing wholesale discount thereafter (assuming on-time payments through my Xero Wholesale Program)

✔️ Create and customize your Chart of Accounts
(Specifically tailored for your business— small service or manufacturing business)

✔️ Configure your Xero account settings
(Including financial settings, preferences, customized Invoice, and tracking classes)

✔️ Help you connect your bank and credit card feeds
(So your transactions flow in automatically)

✔️ Set up first 20 Bank Rules for automatic categorization
(Save hours of time consuming bookkeeping work)

✔️ Build your basic reporting structure
(So your P&L actually makes sense)

✔️ Ensure everything is clean, organized, and easy to maintain

✔️ One hour 1:1 Coaching via Zoom (or similar) meeting for training, bookkeeping questions, troubleshooting, app-connection advice, more complicated set-up (i.e., tracking categories, payment processors, bill-pay, inventory set-up and problems, reconciliation issues, etc.)

✔️ One year subscription to our Bookkeeping Community, where you can ask questions and discuss bookkeeping related issues with other business owners and with me.

Why This Matters

Most DIY setups lead to:
❌ Confusing reports
❌ Misclassified transactions
❌ Cleanup work later (which costs a whole lot more)

This avoids all of that.

You’ll start with:
✔️ A system that makes sense
✔️ Confidence in your numbers
✔️  A clean foundation for growth

Who This Is Perfect For

• You want to use Xero but don’t want to “figure it out the hard way”

• You value your time and want it done right

• You want clean books from the start

Let’s Get You Set Up

You’ve already taken the first step—this just makes the rest easy.

– Karin F Rosser
WingWise Solutions