Xero Accounting Services
One Source of Truth for Your Business Finances
At Optimal Chartered Accountants, we believe accounting should be clear, efficient, and stress-free. That’s why we work with Xero, a powerful cloud-based accounting system that allows you and your accountant to collaborate in real time on the same data—no messy spreadsheets, no outdated reports.
With one source of truth, we ensure your financials are accurate, up to date, and ATO-compliant at all times. Whether you need help with setup, training, or ongoing tax and compliance support, we make Xero work for you.
How We Help You Get the Most from Xero
Xero Setup & Migration
Starting fresh or moving from another system? We’ll set up Xero correctly from the start, ensuring your chart of accounts, bank feeds, and tax settings are aligned with your business needs.
Xero Training & Support
We provide customised training so you can confidently use Xero for invoicing, payroll, and reporting. Need ongoing help? We’re always available to answer your questions.
Ongoing Bookkeeping & Compliance
Stay ATO-compliant with real-time bookkeeping support, accurate reconciliations, and BAS lodgments—all done within Xero.
Xero for Tax Preparation
We work on the same Xero file as you, meaning there’s no back-and-forth with outdated spreadsheets. Come tax time, your financials are already in order, making tax prep faster, smoother, and stress-free.
Custom Xero Solutions
Need something tailored? We customize reporting, automation, and integrations to ensure Xero works exactly how you need it to.
Why Choose Us?
One Source of Truth
No duplicated data, no outdated records—just real-time access to accurate financials that you and your accountant work on together.
Xero Experts & Tax Specialists
We specialise in tax compliance, BAS, and payroll, ensuring everything is done right.
Effortless Tax Time
Because we work within your live Xero file, tax preparation is seamless and efficient, saving you time and stress.
Personalised Service
You’re not just another file. We understand your business and provide hands-on, practical advice that helps you succeed.
Let's Get Started
Make managing your finances easier with Xero and expert support from Optimal Chartered Accountants. Whether you need a full setup, ongoing compliance, or SMSF management, we’re here to help.