Xero makes managing your small business finances simpler, faster, and more accurate. As Xero Platinum Partners and Certified Advisors, we get you set up, keep you confident, and use it every day to give you a real-time picture of your business.

Let’s chat!

Call (03) 9069 8688

Your books this week

Up to date

Bank feeds reconciled

All accounts

Bills coded with GST

Done

Pay run and STP

Lodged

Overdue invoices chased

Followed up

Checked by Marissa’s team

In short

In short:Elephant Advisory is a Xero Platinum Partner. Our bookkeepers get you set up in Xero, keep you confident using it and work in it every day to keep your books accurate.

Led by Marissa Moro, Director & Head of Bookkeeping · 8+ years in bookkeeping.

Our approach

Cloud accounting has changed the game for small businesses. We help you make the most of it.

Xero is only as powerful as the team behind it. Here is what we bring to every client relationship built on Xero.

Live Data

With Xero, your financial information is updated in real time. No waiting for month-end reports, no chasing your accountant for numbers you should already have.

Integration

From payroll to time tracking to inventory, Xero connects with hundreds of apps that make running your business smoother. We help you choose and set up the integrations that actually make a difference.

Navigation

New to Xero or switching from another platform? We get you set up, trained, and comfortable so you can manage your own finances with confidence from day one.

Knowledge

Xero gives us both a real-time view of your finances, so every conversation is informed, every decision is backed by data, and nothing gets missed.

What we handle

Xero is powerful. We make sure you actually use that power.

The full Xero experience, managed by people who know your business.

Xero Setup

We handle your full Xero setup including bank feeds, chart of accounts, Single Touch Payroll, and any data migration from your previous software so everything is right from the start.

Xero Training

We walk you through the platform until you feel genuinely confident using it. Whether you are brand new to Xero or just need a refresher, we make sure it works for you.

Bank Reconciliation

Your bank transactions flow directly into Xero every day. We keep your reconciliation clean, current, and accurate - so your books always reflect reality and nothing slips through the cracks.

Payroll and Super

payroll tools make paying your team and processing super straightforward. We set it up correctly and keep it running smoothly so compliance is never a concern.

Real-Time Reporting

We use Xero's reporting tools to give you a live view of your cash flow, profit and loss, and business performance so you can make decisions based on current data, not last quarter's numbers.

App Integration

We help you connect the right apps to your Xero account, from inventory management to time tracking, so your accounting software works as hard as your business does.

What we do, and when

Your bookkeeping rhythm

The same checklist every period, so nothing slips between BAS quarters.

Weekly

Reconcile bank and card feeds
Enter and code bills
Send and chase invoices
Process pay runs and STP

Reconcile bank and card feeds
Enter and code bills
Send and chase invoices
Process pay runs and STP

Monthly

Profit and loss and cash summary
Aged receivables and payables review
Super paid with wages (Payday Super)
Tracking categories by service or location

Profit and loss and cash summary
Aged receivables and payables review
Super paid with wages (Payday Super)
Tracking categories by service or location

Quarterly

BAS prepared and lodged on time
GST and PAYG reviewed for errors
Handover to your accountant

BAS prepared and lodged on time
GST and PAYG reviewed for errors
Handover to your accountant

Packages

Pick the level that fits

Fixed monthly fees, scoped to your transaction volume and pay runs.

Essentials

Fixed monthly fee

Monthly reconciliation and quarterly BAS for sole traders and small teams.

Get a quote

Growth

Fixed monthly fee

Weekly bookkeeping, payroll, debtor follow-up and a monthly report.

Get a quote

Complete

Fixed monthly fee

Everything in Growth plus tracking by location or service and a CFO-style review.

Get a quote

Why us

If managing your finances feels harder than it should, you're not alone.

What we hear every day, and how we solve it.

Going it alone

Chasing paperwork and manual data entry

No idea how the business is performing

Payroll is time-consuming and error-prone

Collaboration with your accountant is slow

Software that doesn't grow with you

With Elephant Advisory

Transactions flow in automatically

Real-time reporting, anywhere, any time

Automated payroll and super every pay run

We work in your file in real time

Xero scales with you and your business

Is it time?

Signs your books need help

Reconciliations are weeks or months behind

BAS time is a scramble every quarter

You’ve hired your first employee

You don’t trust your reports to make decisions

“At Elephant Advisory, we combine the power of Xero with hands-on expertise - so your numbers are always accurate, your compliance is always on time, and you always know where you stand.”

Your bookkeeping lead

Marissa Moro

Director & Head of Bookkeeping

Marissa has over eight years of bookkeeping experience and a genuine passion for helping businesses take control of their finances. She's proactive, precise, and committed to making bookkeeping easy, accurate, and stress-free for every client she works with. Whether it's reconciling accounts, tracking cash flow, or streamlining financial systems, she's across the detail so you don't have to be.

Read Marissa’s profile

FAQ

Let's clear a few things up.

Xero is a cloud-based accounting platform built specifically for small businesses. We use it with every client because it gives both us and the business owner a real-time view of the finances, makes collaboration simple, and reduces the time spent on manual admin significantly.

No. Xero is designed to be user-friendly and we provide training as part of our setup service. Most clients feel confident navigating the basics within a short time of getting started.

Yes. If you are moving from MYOB, QuickBooks, or another platform, we manage the full migration process including your historical data so nothing is lost in the transition.

Absolutely. Xero works well across every business type from sole traders through to companies and trusts. We tailor the setup to match how your business actually operates.

Xero has its own subscription pricing depending on the plan you need. Our setup and training services are priced separately based on the complexity of your business. Book a free consultation and we will walk you through both clearly.

Yes. We are available for questions, troubleshooting, and ongoing bookkeeping through Xero whenever you need us. You will never be left to figure it out on your own after the initial setup.

Related services

Xero accountant

Payroll services

Small business bookkeeping

Get your weekends back.

Tell us about your business and we’ll quote a fixed monthly fee.

Get a quote

(03) 9069 8688

Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.

Let’s chat!

Phone

(03) 9069 8688

info@elephantadvisory.com.au

Address

Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149

OFFICE HOURS

Mon to Fri: 8.30am - 6.00pm
By appointment only.

Credit Guide

Terms & Conditions

Elephant Financial Pty Ltd (ABN 38 611 576 240) trading as Elephant Advisory is an authorised credit representative (ACR 487962) of Yellow Brick Road Aggregation Pty Ltd (formerly Vow Financial Pty Ltd) (ABN 66 138 789 161), Australian Credit Licence 390261. Accounting and tax services are provided by Elephant Tax Pty Ltd (ABN 39 626 563 755), bookkeeping by Elephant Bookkeeping Pty Ltd (ABN 49 682 979 139), digital marketing by Elephant Digital Pty Ltd (ABN 72 692 273 091) and offshore staffing by Elephant Teams Pty Ltd (ABN 24 656 874 789).

Sometimes the hardest part is reaching out — but once you do, we’ll make the rest easy.

Let’s chat!

Phone

(03) 9069 8688

info@elephantadvisory.com.au

Address

Unit 16 105/111 Ricketts Rd
Mount Waverley VIC 3149

OFFICE HOURS

Mon to Fri: 8.30am - 6.00pm
By appointment only.