Xero, set up properly the first time.
Migration from MYOB, QuickBooks, or desktop. Chart of accounts tailored to your industry. App integrations and team training included.
Three reasons our clients stay.
We’re a boutique accounting practice built on long-term client relationships, offering personalised tax, accounting, and advisory services to businesses and organisations across Sydney.
Twenty-three years in practice as of 2026. Same firm, same principal, same standards since 2003. Some clients have been with us almost the whole way. The work compounds, and so does the trust. Over four hundred SMSFs managed and thousands of tax returns lodged.
Tax, books, advisory, SMSF, Xero. One team that knows your business. No handoffs between firms, no missed details between specialists, no questions you have to answer twice. Numbers flow cleanly from books to BAS to tax return because the same people are looking at all of them.
We are old-fashioned about this. You get a name, a direct line, and someone who actually knows your file. We watch for trends, flag issues before they become fines, and call when something needs attention. Most clients hear from us between quarters, not just at lodgement time.
Xero set up the first time, then never quite finished.
You moved to Xero from MYOB, QuickBooks, or a desktop file. Someone migrated the data. The new system mostly works, the bank feeds mostly reconcile, and the chart of accounts is approximately right.
But the trial balance does not balance. The opening figures came across as a single lump sum nobody can break apart. Categories were imported by guesswork. You ask the same five questions every quarter because the GST coding is wrong on half the line items.
Xero is good software. Xero set up well runs a business. Xero set up half-finished is harder than the system it replaced. The setup is a discipline, and Trinity does it weekly: chart of accounts built around how your business actually runs, opening balances reconciled to the dollar, bank rules tuned over the first quarter rather than left at defaults.
Setup, migration, training, support.
You either want Xero set up properly the first time, or you have inherited a setup that needs cleaning up. Either way, the work is the same. We migrate the data, configure the chart of accounts to match how you actually run the business, set up the bank feeds and rules, and get your team comfortable with it.
Then we stay close for the first quarter so questions get answered as they come up, not later when something has been coded wrong for three months.
What Xero looks like, set up properly.
Less time on admin. Cleaner records. Better decisions because the numbers are current.
Audit, setup, training, ongoing support.
Same process for every new engagement. You know what is happening and when.
We start by understanding what you have got and what you actually need. Existing setup, current pain points, integrations, team size. The scope comes out of that conversation, not a template.
The technical work. We move your data over, build the foundation properly, and wire up the integrations that take manual work off your team. Done once, done right, no rework.
Your team learns the system. We stay close for the first quarter so questions get answered as they come up, and we keep an eye on the file so coding drift gets caught early.
Setups we have done before.
If you see your situation below, we have done this work before. If you do not, ask anyway.
A small firm by design.
Trinity Accounting Practice opened in Beverly Hills in 2003. Ramy Hanna, a registered tax agent and Fellow of three Australian accounting institutes, has run it since. The firm has stayed deliberately small, deliberately local, and deliberately senior. The principal you talk to today is the principal who will be reviewing your return next October.
Most of our work comes from referrals. Most clients have been with us for years, some for decades. We think that says more about the work than any award would.
The reviews speak for themselves.
Sole traders, growing companies, and trustees who keep coming back. Here’s why.
Doesn't cut corners
I'm so glad I found Ramy & Kim from Trinity Accounting. They have helped me and my business tremendously. They really care about their clients and don't cut corners. Very impressed with their knowledge and level of customer service.
Business and personal
Trinity Accounting Practice is knowledgeable and professional for business and personal finances, providing clear advice.
Diligent and professional
Trinity Accounting Practice is highly professional and diligent. I highly recommend them to anyone seeking any accounting advice.
The best, hands down
Ramy is the best accountant in Sydney. He helped me solve my problems. He is the best. I really thank you Ramy for everything.
Medical practice expertise
I have a medical practice. I met with many accountants before, but I found Ramy Hanna has a very well organised accounting practice and he is very knowledgeable and has great experience.
A real lifesaver
Trinity Accounting has been a lifesaver for my construction business. Ramy's knowledge of BAS, GST, and tax is unmatched. Great service and support!
Common questions about Xero setup.
A Xero engagement starts with a handful of practical questions. Here are the answers we give every time.
It depends on complexity. A new setup from scratch typically takes 2–4 weeks including bank feeds, chart of accounts, app integrations, and team training. Migrations from MYOB or QuickBooks may take 4–6 weeks depending on data volume and history. We work at your pace and ensure nothing is rushed.
Absolutely. We offer Xero health checks to audit your current setup, identify improvements, and fix any issues with your chart of accounts, bank feeds, or integrations. Many clients come to us with Xero they’re not happy with—and we fix it.
Yes. We manage the entire migration: data export, mapping, reconciliation, and validation. We ensure your historical data is clean and your year-end balances reconcile. You won’t lose a transaction.
It depends on your business. Common ones we integrate: Dext (receipt scanning), Traktion (inventory), Xero Payroll, HubSpot (CRM), ClickUp (project management), and SuiteFiles (document management). We assess your workflow and recommend only what you actually need.
Yes. We provide hands-on training for your team on invoicing, expense management, bank reconciliation, and reporting. We make sure everyone’s confident using Xero day-to-day.
Ongoing support is flexible. Some clients need monthly check-ins; others call us as questions arise. We help with feature questions, new integrations, troubleshooting, and optimisations. You’re never left without a Xero expert to call.
