Question 1

Can you migrate my business to Xero from another system?

Accepted Answer

Yes. We can review the existing records, plan what needs to move, configure Xero and check the opening information before you rely on the new file.

Question 2

Can you fix duplicate or missing transactions in Xero?

Accepted Answer

Yes. We can investigate the bank feed, imported files, transfers and opening balances, then correct the source of the difference where possible.

Question 3

Can you show me how to use Xero?

Accepted Answer

Yes. We focus on the workflows relevant to your role, such as invoicing, bills, bank reconciliation, reports or GST, and explain them in plain language.

Question 4

Can you help choose the right Xero setup for my business?

Accepted Answer

Yes. We can review the business structure, GST, payroll, reporting and the people using the system before recommending a practical setup.

Question 5

Can you work with clients anywhere in New Zealand?

Accepted Answer

Yes. Tāmaki Advisory supports clients across Aotearoa New Zealand through online meetings, cloud accounting and clear digital workflows.

Question 6

What records do you need to get started?

Accepted Answer

Send the latest accounts, return, notice, checklist or accounting-file access you have. We will confirm the specific records needed and call out any gaps early.

Question 7

Can you help if my records are behind?

Accepted Answer

Yes. We start with the deadlines and the information that matters most, then agree a catch-up plan instead of asking you to make everything perfect first.

Question 8

Do I need to change accounting software?

Accepted Answer

Not necessarily. We can work with your current system where it is suitable, or explain what would make a change worthwhile before you commit to it.

Question 9

What happens after I make an enquiry?

Accepted Answer

We begin with a short conversation about the request, the timing and what you want sorted. We then explain the likely scope and next step before ongoing work is agreed.

Question 10

Can you communicate with Inland Revenue for me?

Accepted Answer

Where the appropriate authority is in place, we can help review notices, prepare information and communicate about the matter while keeping you informed.

Xero Support

A clearer way through.

How we can help

10 questions you might be wondering.

Bring the real question.