Allocate

Bookkeeper · 50 Yeo Street, Level 1, Neutral Bay NSW 2089, Neutral Bay, New South Wales

  • Silver champion partner

    Partner status

    Silver champion partner
  • Partner since 2010

    Experience

    Partner since 2010
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

About us

Operating in Sydney since 2013, we are Xero experts in setting up Xero for your business, including converting from other accounting software, and providing training and on-going support. We provide a full range of bookkeeping services including period end and troubleshooting. Speak to us about management reports.

We can also assist in establishing procedures to help you keep control of your accounts.

Affiliations

  • Association of Accounting Technicians (AU)
  • Australian Bookkeepers Association
  • Institute of Public Accountants

Meet the team

Allocate advisors: 2 - Xero certifications: 2

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Janet Aitken

Chief at Allocate

Profile image for Janet Aitken
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • 1 year Xerocon attendance

Years of working as in-house small business accountant led me to found Allocate to offer my extensive knowledge of small business accounting management needs to other micro and small business'

Allocate: Bank experience

Clients of Allocate connect to a range of banks via Xero. Allocate specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

  • ANZ (AU)
  • Commonwealth Bank CBA (AU)
  • National Australia Bank NAB (AU)
  • St George Bank (AU)
  • Westpac (AU)
  • Westpac (AU) - Credit Card

Allocate : App experience

Allocate serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

Allocate has an office in 1 location

Neutral Bay

50 Yeo Street, Level 1, Neutral Bay NSW 2089, Neutral Bay, 2089, New South Wales

+61 403308847

New to Xero? Allocate can help

Xero is beautiful online accounting software for smaller businesses. Allocate can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 1 Year Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2010
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.