Xero

Gilligan Sheppard embrace Xero to enable our clients to have a choice and find a solution that works for them. We want to create efficiencies that we can pass onto our clients. By using Xero, we can work alongside our clients, add value and be true partners in their business.

To ensure you get the best out of Xero for your business. We help our clients with Xero setup, conversions; add-ons, training and reporting for all your requirements.

Client feedback is always the best part of the setup and conversion to Xero. Our clients experience has been that they have received more than expected:

“With the help of Gilligan Sheppard, the change to Xero went smoothly. We were fully supported whilst we came to grips with the new software and we always received prompt responses to queries. Xero saves me time on a daily basis and is easy to use – I recommend it to everyone I speak to.”
Gail Kingston, Administration Manager, Citymed Medical Limited.

 

“Xero is a godsend! The more I use it, the less I have to do. My previous accounting software is in the rubbish as I’ve realised I don’t have to be a Microsoft Technician to operate Xero. As with anything worthwhile, there is a minimal initial cost; setup, linking to my accounts, tuition at the Gilligan Sheppard offices and a monthly subscription fee. Gilligan Sheppard came to my home to make sure I had a grasp of the system and they provide help over the phone.
It’s a great system – the future in accounting is already here.”
Richard Hood, Universal Flooring Limited, Centreline Properties Ltd.

Xero is a great tool to help run your business, especially when it is set up the right way. Talk to us to find out how to convert (move) and set up your data from your existing system.

Xero Health Check

We have a free service to discover whether you are getting the most out of Xero for your business. We will check to see if it can be refined to provide you with better results. This feedback will be in a report, highlighting areas we think will need attention. We will recommend ways to build efficiencies, take advantage of automation and the data you can retrieve to make more informed decisions. Our checks include:

  • Chart of accounts and fixed assets
  • GST including GST on imports and zero-rated items
  • Bank account feeds, reconciliations, and rules
  • Conversions or opening balances
  • Dashboard, reporting and tracking
  • Sales, purchases, and expenses
  • Connected apps and add-ons

We are a Xero Platinum Partner and look forward to talking with you about your business and how Xero can consequently maximise your time.

Just fill out the enquiry form below, or contact the team here.

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Yi Ping Ge

Partner and Business Advisory
Team Leader.
Read Yi Ping’s profile.

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As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. xero logo It’s small business accounting software that’s simple, smart and occasionally magical. Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. 
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. tax traders logo Tax Traders allows you to buy someone else’s tax to settle your account with Inland Revenue, as well as save on interest and late payment penalty charges.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. smart ar logo Astute cash flow management is essential for operating a small business.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. myob logo Trusted by 1.2 million businesses, myob is New Zealand’s largest accounting solutions provider. The platform is equipped to support the needs of New Zealand organisations.
As a client at Gilligan Sheppard you will access to international networks and resources to enable optimal outcomes for your business/trust/transaction.  accountancy insurance logo Tax Audit Insurance specifically designed for accountants in public practice. This provides cost effective protection and peace of mind against the substantial cost that may be incurred should IR or other government authorities conduct a random review, investigation or audit.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. cpa logo A CPA is a finance, accounting and business professional with a specific qualification. It indicates a soundness in depth, breadth and quality of accountancy knowledge and gives you competitive advantage over your peers.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. agn international logo AGN International is a worldwide asociation, composed of four regions, of independent accounting and advisory businesses.
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