We save you time!

Our customers generally come to use because they think they are taking too long to do some tasks.

Our job is to reduce your clicks, edits and therefore processes so you can automate your compliance reporting using a world-class best practice methodology. 

See the details below.

Xero Report Templates for your practice

We love seeing accounting and bookkeeping practices thrive using the Xero platform which delivers the benefits of the "single ledger".

This project requires lots of planning and change management, so we use the detailed form below to make sure we help you meet your objectives for your cloud practice.

Here is what we do:

  1. We build the reports to meet your needs - after the 60 minute scoping session, we build out your templates to meet the needs of your profession and your customers.
  2. We build your master chart of accounts - this captures all special purpose financial reporting requirements.
  3. We provide you an online training session on how to use the new toys.
  4. We provide you access to our online technical help videos which answer "How to" type questions (as we believe the best learning for today is based on high quality, real-time videos)
  5. We support you after implementation with follow up services.

Quick video series explaining what we do

How our report templates work

This 2 minute video explains what it is we do for you and how it will go ahead

Some reports we build for your Xero report templates

This 2 minute video shows some examples of the reports we design and build for you.

Why we are the best for Xero report templates

In 3 minutes this video explains our experience, how we work with you and others, what we understand about your transformation and what we do to ensure you succeed.

Take a look at some benefits!

We have our resources page which shows:

  1. Time saving guide (we save you time)
  2. Example financial statements
  3. Example management reports
  4. Templates
  5. Checklists

Our Customers

Our customers come in all shapes and sizes.

From large global firms to start ups and sole practitioners, the problems are the same, its just the size of the workload that changes.

We relish the challenge of helping you get your internal efficiencies and systems optimised.

Xero Report Templates Training

The reports are only as good as the training.......

Once we have built your reports, we provide you and your team access to this course.

"Master of Xero Report Templates"

The course includes:

  1. How Xero's report templates work
  2. How to prepare your customers chart of accounts and other information
  3. How to perform end of period tasks
  4. How to run the Xero report templates
  5. How to share the reports
  6. How to save customer templates for future use

YouTube Channel

We often provides tips and tricks and some other advice on Youtube for items such as:

  • Creating a rental statement
  • Creating an income tax estimator
  • Getting your reports branded
  • Using MS Excel to manage data importing

Search "Xero Report Templates" and you will see our face everywhere! 

Check out some videos below. 

Interested?............Book a meeting

Donnie Buchanan will run through your needs.


We will need a 30 minute scoping session.

Please find a time using the calendar links.

To change timezone to yours, use the link at the top right.

You will receive an email with calendar invite containing all details.

Donnie Buchanan
Donnie Buchanan

The questions we ask (optional to complete)

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