Expert Setup and Implementation

When setting up your business systems, Perch can handle all of the heavy lifting to create the best possible system for your needs. This includes:

  • An expertly designed Chart of Accounts
  • Vendor and Customer Lists
  • Integration of Bank and Credit Card Accounts
  • Customized Invoicing Formats
  • Management and Financial Reports tailored to your business needs
  • Integration of any necessary add-ons for your business type.

Before every implementation we will go through your business model in detail and help you pick out the best systems and integrations for your needs.

Contact us to set up a free consultation and quote!

Implementation

STANDARD

ADVANCED

PREMIUM

Set up Xero data file, organization details and business information  check-icon  check-icon  check-icon
Chart of accounts  check-icon  check-icon  check-icon
Customize check styles and email settings  check-icon  check-icon  check-icon
Setting up live feeds from your bank account(s) into Xero  check-icon  check-icon  check-icon
Add payment gateway  check-icon  check-icon  check-icon
4 Months of Xero Starter Subscription  check-icon
12 Months of Xero™ Standard Subscription  check-icon
15 Months of Xero™ Standard Subscription or 9 Months of Xero™ Premium 10 Subscription  check-icon
 

Data import

    • Sales data
    • AR/AP
    • Fixed assets
    • Historical bank statements
    • Customer, Vendor and Employee Data
    • Sales data
    • AR/AP
    • Fixed assets
    • Historical bank statements
    • Customer, Vendor and Employee Data
Includes one hour of training  check-icon  check-icon
Setup and Integration of Expense Management Application from Xero Add-on Marketplace*info  check-icon  check-icon
Gusto Payroll Integration if needed***info  check-icon  check-icon
Conversion to Xero from Quickbooks or other Accounting System  check-icon  check-icon
Make sure conversion balances are correct  check-icon  check-icon
Half Day of Additional Training for you and up to 3 members of your staff.  check-icon
Integration of up to 3 additional add-ons tailored to your business*info  check-icon
6 Months of Entryless™ Plus Subscription.  check-icon