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Choose the right Xero path

New to Xero? Compare the 3 setup options below. Already using Xero? Keep your current file and let us review what should be improved before we quote.

New to Xero / PSG option

3 Xero setup options

Choose the level of setup, training and support that fits your business. PSG support may be available for eligible SMEs.

From bookkeeping to better decisions

Your bookkeeper records the transactions. Your accountant prepares the reports. A fractional CFO may help interpret them. Profit-Ready Xero goes further by setting up clearer targets, alerts and a practical review routine for your business. We train and support your team through the setup, so you can use the system confidently without relying on ongoing external advice for every decision.

Cloud fees + setup

Fix Cash

$3,380 before grant

Est. after PSG: $1,738

For new users who want better cash control without overcomplicating things.

Set up Xero properly from the start.
See your numbers more clearly instead of guessing.
Reduce messy setup issues that cause confusion later.
Start with a practical structure you can actually use.
Most popular Cloud fees + setup + training

Profit-ready

$4,980 before grant

Est. after PSG: $2,858

For owners who want better profit control with setup, training, and support.

Turn Xero into a tool you review weekly, not monthly.
Help your team use Xero more clearly and consistently.
Build better habits around cash, profit, and next steps.
Reduce confusion between bookkeeping and decision-making.
Cloud fees + advanced setup + training

Revenue Clarity

$5,980 before grant

Est. after PSG: $3,858

For growing businesses that need deeper visibility and control as they scale.

Add deeper setup for businesses with more moving parts.
Create clearer visibility across channels, jobs, or units.
Support better decisions as sales and complexity grow.
Put stronger structure in place before growth creates chaos.
PSG support may be available for eligible SMEs, subject to approval and the selected package scope.

Already using Xero?

Keep your current file. Improve what matters.

We first review your current Xero setup, reporting gaps and business needs. The recommended scope and fee depend on what needs to be improved.

  • No fixed public package or one-size-fits-all price.
  • We review what is already working before recommending changes.
  • If suitable, we can add clearer reporting and an owner decision routine to your current Xero.

Cost of inaction calculator

What are unclear numbers costing you?

Use this quick estimate to see how profit leaks, wasted time, and unclear decisions can quietly add up.

This is only a rough estimate. A proper review is needed to confirm the real numbers.

Estimated monthly cost of inaction

$0

Estimated annual cost of inaction

$0

Estimated profit leak: $0

Owner time wasted: $0

Enter your numbers or click calculate to see a sample estimate.
Book a Xero demo

Questions before choosing your Xero path?

Read the FAQ to understand setup, PSG, pricing, and what happens after implementation. Read the FAQ →