Xero configured for the way NFPs actually work.
Xero Optimisation
As a Xero Certified Advisor, we configure your Xero environment to produce the reports your board needs.
Xero is the leading cloud accounting platform for Australian NFPs — but out-of-the-box, it's not configured for the unique financial management requirements of charities, schools, and aged care providers.
As a Xero Certified Advisor with deep NFP expertise, VCFO+ configures your Xero environment from the ground up — with a purpose-built chart of accounts, tracking categories for programs and grants, custom board reporting templates, and automated workflows that save your finance team hours every month.
Common Questions
We already use Xero — can you improve our existing setup?
Absolutely. Many of our clients come to us with a Xero setup that was configured by a general accountant without NFP expertise. We audit your existing setup and rebuild it to meet your specific needs.
Do you offer Xero training for our finance staff?
Yes. We provide hands-on Xero training tailored to your organisation's specific setup and workflows, ensuring your team can use Xero confidently and correctly.
What's Included
- NFP-specific chart of accounts setup
- Tracking categories for programs and grants
- Custom board reporting templates
- Bank feed setup and reconciliation workflows
- Payroll and leave management configuration
- Staff training and ongoing support
- Xero integration with third-party tools
- Monthly Xero health checks
Ready to get started?
Book a free 30-minute board briefing to discuss how this service can help your organisation.
Book Free Briefing