CPA for creatives

Need assistance with Xero?

Set Up Payroll

Set up Gusto payroll for your Xero organization

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Payroll reports

Download payroll data from Xero

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Your Xero account

Managing your Xero subscription, billing, user profiles and organisations

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Tax & Filing

Preparing & filing tax returns, tax reports, managing tax in Practice Manager, Xero Tax, Workpapers

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Support, security & updates

Support, security, privacy, system requirements, demo organisations, shortcuts, Xero product updates

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Reporting & tracking

Generating standard and custom reports, tracking financial basics for an organisation, dashboards

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Reconciling transactions

Reconciling transactions and payments between Xero and your bank account, cash coding, bank rules

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Invoices & quotes

Invoicing and quoting for work, customizing invoices, managing payments, reporting on sales

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Bills, purchase orders & expenses

Creating and managing bills, purchase orders, expense claims, managing your payments, purchase reports

Find out more about Bills, purchase orders & expenses

Project managment

Managing projects with Xero Projects or Practice Manager, project invoicing, project reporting

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Practice management

Setting up Xero HQ and Practice Manager, managing staff, Xero certification

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Inventory

Setting up inventory, updating and converting inventory items, inventory reports

Find out more about Inventory

Accounting tasks

Budgets, journals, chart of accounts, recoding, conversion balances, assurance dashboard, multi-currency

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Contacts, clients & communication

Managing contacts, clients and communication in Xero, Practice Manager and Xero HQ

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Giving people access to Xero

Managing roles and permissions for users in your Xero organisation

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Importing & exporting data

Converting to Xero from another product, importing or exporting from Xero or Practice Manager, files

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Connected apps & services

Connected apps and payment services for Xero, Practice Manager and Xero HQ

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Fixed assets

Setting up and managing fixed assets, tax depreciation and pooling, fixed asset reports

Find out more about Fixed assets

Haukkala CPA