Our aim is to make switching to Firstmate as painless as possible. Below are the services and extras that we offer that may benefit your business in both the short and long term.

Xero Setup with Firstmate

Regardless of whether you’re a new business, an existing business already using Xero or an existing business using an alternative system, you’ll need a little bit of help to get you started. At Firstmate we offer comprehensive Xero design, setup and implementation to ensure Xero is setup correctly for your specific business. We will also organise the transferring of any data from another system and provide training so you are comfortable using your Xero system. We can also look at options for integrating other applications with Xero, using a Xero ‘Add-On’, to help you manage all aspects of your business.


If you’re setting up a new business we can help you get started with Xero including setting up your account codes, getting your bank feeds going and provide training to ensure you are using Xero correctly.

One-off setup fee: from $400 +gst


If you’re already using Xero you probably have a pretty good handle on how it all works. We will do a review of your system to ensure it has been setup correctly and assist with training if there are any areas you are not certain about.

One-off setup fee: from $250 +gst


If you are already running a business but using an alternative system (like Banklink or MYOB) we will assist in getting you up and running on Xero, including setting up your Xero system, transferring data from your alternative system and providing training on how to use Xero.

One-off setup fee: from $500 +gst


In order to get the most out of your Xero accounting system you need to know how to use the system properly and effectively. All our Firstmate Accountants are Xero certified advisors and are available to assist you with your Xero training needs. We can come to you or do the training via phone / video call - whatever works for you.

Our training will be tailored to your specific needs and can cover whatever areas you need help with, for example reconciling your daily bank feeds, generating debtors invoices, handling creditors invoices, updating your fixed assets register and GST return preparation. We can also help you get the valuable financial information you need about how your business is running, by showing you how to run reports and help you identify which reports are best for your particular business.

If you need a bit of a hand with using your Xero accounting system get in contact with one of our Firstmate Accountants today.


Talk to us about adding any of these accounting services to your Flexi Plan, like adding a flake in your Mr. Whippy:

  • Annual Financial Statements for other entities
  • Tax Returns for other entities
  • Individual Tax Returns
  • Payroll and PAYE Return Preparation
  • FBT Return Preparation


At Firstmate we specialise and focus on small to medium size businesses' compliance needs. If your business is in growth mode and you require more specialised services, we can steer you in the direction of a business development expert where you will be in experienced hands. With over 35 years combined Chartered Accounting experience they can offer:

  • Budgets and Cashflow Forecasting
  • Business Structuring Advice
  • New Business Setup
  • Strategic Planning
  • Business Valuations
  • Succession Planning
  • Funding Sourcing