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.

  • This field is for validation purposes and should be left unchanged.
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.
Wealth & Succession Points to Note
An owner and director of a 150-year-old Auckland iconic business, an Auckland accountant who has been building, guiding, and governing businesses for at least 35 years, and two second-generation (G2) [...]
Led by a purpose of saving lives and livelihoods
Argus Fire Protection designs solutions to protect life, property, and assets from fire. Founded in 1981 as a sprinkler contracting company, it consisted of a few old vans and a team of five [...]
There is no new normal – business principles
Times of exuberance and despair pass. Times where capital or labour is scarce also pass. The constant through all of this is that individually, all humans seek to maximise their utility. For some [...]
Tanya’s secrets to problem-solving
How do you solve a problem like Maria? You can send her to live with a widower and his seven children in Austria, but most problems aren’t that easy to solve. Quite often we’ll come across a [...]
Changes to domestic trusts
The IRD has introduced changes to the annual reporting requirement for domestic trusts for the 2022 income tax year onwards. The reasons for the changes are to better understand and monitor the use [...]
Change is good!
Don’t fear new systems, IT, or learning new things! If the past couple of years has taught us anything, it is that we need to adapt quickly to ensure our businesses keep going and to [...]
How to write an article
Hopefully by now, with this series on content marketing (you’ve just started reading #5) you’ve boarded the content marketing train. Content marketing answers your audience’s questions and [...]
Richard’s April 2022 – May 2022 tax updates
Richard has had over 30 years’ experience with New Zealand and International taxation. His team provide services including: Q&A service for accountants Tax opinions IRD risk reviews and audits [...]
Land and the bright-line test – a beginner’s guide
It’s always good practice to commence a guidance article like the one you are about to read, with a disclaimer and a warning. Firstly, the writer has prepared this document purely from the [...]
The future of money
The United States seems to be getting more and more dysfunctional. Social media bubbles are creating more radical views and domestic terrorism and then got Trump elected president. There’s been a [...]

Click here for details.

We are recognised as authorities in our specialised fields. We publish newsletters with informed opinions that are free for you to subscribe to.

Click here for details.

We are recognised as authorities in our specialised fields. We publish newsletters with informed opinions that are free for you to subscribe to.