Accounting & Tax

Xero Advisory & Implementation

Better decisions come from faster information. As a Xero Silver Partner with certified advisors in-house, we move clients onto cloud accounting properly: clean migration, sensible chart of accounts, and a team that knows the platform.

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Xero
  • TCSP licence TC000446
  • Xero Silver Partner
  • Established 2002
  • HKFRS statutory accounts
  • Hong Kong and mainland China
  • One in-house team

How we help

Xero with Primasia

Xero invoicing and data migration icon

Migration

Historical data mapped and imported, opening balances agreed, and a parallel run before you switch over.

Online invoicing and workflow configuration icon

Configuration

Bank feeds, multi-currency, approval workflows and integrations configured to your process.

Xero user training icon

Training

Role-based sessions for finance and non-finance users, with written reference material.

Management and statutory reporting icon

Advisory

Certified advisors on call for reporting, app selection and month-end questions.

What's included

  • Xero migration from spreadsheets or legacy systems
  • Chart of accounts and tracking category design
  • Direct bank feeds and multi-currency setup
  • Invoicing, expense claims and inventory configuration
  • Reporting packs and cloud collaboration
  • Team training and ongoing advisory

The best accounting software for a Hong Kong company

The practical test for Hong Kong is whether the platform handles multi-currency properly, feeds Hong Kong bank accounts, keeps documents attached to transactions for audit, and gives your accountant and auditor controlled access with a change log.

We implement and operate Xero as a Silver Partner with certified advisors in-house: migration from spreadsheets or legacy systems, chart of accounts and tracking category design, bank feeds and approval workflows, reporting packs, and role-based training for finance and non-finance users.

Payroll software for a Hong Kong company

Payroll software only helps if it encodes the Employment Ordinance correctly: the 12-month average wage basis for statutory holiday, annual leave and sickness allowance, payment in lieu of notice, and end-of-year payment. Generic overseas payroll tools rarely do, which is why we see the same recalculation errors again and again.

We configure Xero Payroll (or the platform you already run) with MPF contribution rules, the statutory minimum and maximum relevant income levels, leave accrual policies and payslip templates, then operate the monthly cycle alongside the bookkeeping so the payroll journal reconciles without manual patching.

Migration, training and how the switch actually runs

A clean migration starts with a cut-off date. We agree opening balances, map the historical data, import the ledger and run a parallel period so that the closing trial balance in the old system and the opening position in Xero agree before you commit to the change.

Then the people. Finance users are trained on the full ledger, approvals and reporting; non-finance users only on the parts they touch: expense claims, purchase approvals, timesheets. Documents are attached to transactions from day one so the audit file assembles itself over the year rather than in the fourth quarter.

Xero accounting features

Easy Invoicing: Create and send invoices, receive updates when they’re opened and get paid online.

Go Mobile: Access accounts, check balances, upload receipts and invoice customers from your smartphone or tablet, anywhere you do.

Multi-currency: Reconcile foreign currency accounts, with exchange rates updated hourly.

Xero Cloud Accounting Software Package

Xero online bookkeeping service (Annual/Quarterly/Monthly).

Financial Reporting.

Preparation of Management Accounts.

Annual Audit Coordination.

Filing of Profits Tax Return.

Let's start a conversation

Tell us where the business is heading. We will tell you what it takes to get the structure, books and filings in order.