Project Highlight: Complete Xero setup with custom Chart of Accounts (COA), product/service updates, and customer & supplier contact management to create a clean, professional bookkeeping system.
Challenge
The client needed a professional Xero setup to manage their bookkeeping. They required a custom Chart of Accounts (COA), proper product & service listing, and an organized customer and supplier contact list. Their existing records were scattered, making reporting and transaction tracking difficult.
Solution
I provided a full Xero setup and customization tailored to the client’s business. I designed a clean and industry-appropriate Chart of Accounts, imported and updated products/services, and organized contacts (customers and suppliers). I also ensured that the structure aligned with reporting, compliance, and future scalability.
Result
The client received a streamlined, ready-to-use Xero system with accurate categories, products, and contacts. They can now manage sales, purchases, and reporting with ease, saving time and reducing errors. This project demonstrates my expertise in Xero setup, COA creation, product/service updates, and contact management — ensuring businesses have a reliable foundation for bookkeeping and growth.
