Client Onboarding – Bookkeeping & Payroll Services

Start your bookkeeping and payroll support with Xactify Accounts. Complete this form so we can understand your business, confirm your service scope, and begin setup.

1. Tailored bookkeeping based on your business needs
2. Payroll support aligned with your workforce structure
3. Xero & MYOB setup and support
4. Simple, transparent, and fully online process

Built for Small Businesses in Geelong & Across Australia

Xactify Accounts is based in Lara, Victoria, supporting businesses in Geelong and surrounding areas, as well as clients across Australia.

We focus on practical, reliable bookkeeping and payroll support so you can stay organised, compliant, and focused on running your business.

What Happens After You Submit This Form?

1. We review your details and service requirements
2. We confirm your bookkeeping or payroll scope
3. We guide you through Xero or MYOB setup (if needed)
4. We begin your bookkeeping support

Important Information Before You Begin

Please ensure all information provided is accurate and complete.

Do not upload highly sensitive information such as TFNs in open fields unless specifically requested through a secure process.

If anything is unclear, we may contact you before commencing services.

Complete Your Onboarding Form

Xactify Accounts – Bookkeeping & Payroll Onboarding

Please complete this onboarding form so we can set up your bookkeeping and payroll support correctly. We are based in Lara, Victoria and support clients in Geelong, surrounding areas, and remotely where suitable.

Important: Please do not upload  highly sensitive information in open text boxes unless specifically requested through a secure process.


Client and business details


Primary Contact Email


Service selection

Which services do you need?


Bookkeeping details


Payroll details

Only Fill If Applicable (Optional)


Access and document upload


Declarations


By submitting this form, you acknowledge that you have read or had the opportunity to read our Privacy Policy and Terms and Conditions.

Need help with form? Call us now:

Bookkeeping Services Geelong - Xactify Accounts
Bookkeeping Services Geelong - Xactify Accounts
Bookkeeping Services Geelong - Xactify Accounts