Pick the right Xero path
New to Xero or already using Xero?
These are not the same job. New users need setup. Existing Xero users usually need an upgrade or review before the right fix is installed.
I’m new to Xero
Main package: $4,940
Start clean. Set it up right the first time.
Best if you are switching to Xero, starting fresh, or want guided setup, training, and a cleaner system from day one. PSG support may be available for eligible SMEs, subject to approval and conditions.
View setup packagesI already use Xero
$2,997 existing Xero upgrade
Keep your file. Add the Profit-Ready routine.
Best if you already use Xero and want us to set up cash, profit, and revenue decision checks inside your current system.
View existing Xero upgradeMajor cleanup, reconstruction, backdated correction work, GST correction, or high-volume bookkeeping fixes are quoted separately before starting.
Already a CFOSg Xero client? You may be eligible for a client-only Profit-Ready Xero upgrade. Start with the CPR Alert setup →
Do not pick the wrong Xero path
New to Xero or already trying to make one work?
These are not the same job. New users need proper setup. Current Xero users usually need a health check first to see what is really off, what can stay, and what needs fixing next.
I’m new to Xero
Start clean. Set it up right the first time.
Best if you are switching to Xero, starting fresh, or want guided setup, training, and a cleaner system from day one.
Show me new user pricingI already use Xero
Keep your file. Check the gaps. Fix the right thing.
Best if you already have Xero but still feel unsure what is safe to spend, where profit is leaking, or what needs fixing first.
Book a Xero Health CheckNew users usually need setup and migration. Current users usually need a review first, then the right fix.
Not sure which path fits? Read the FAQ →