Xero Set-Up

Xero set-up… and running!

Our Xero Set-Up package in a nutshell

This is what we do to get you a bookkeeping system set-up and running in Xero:

One to one session

The first step is a chat with you to find out all about your business and to gather the information needed

system set-up

We set up your new bookkeeping system in Xero from scratch

Recommendations and tips

You will receive a PDF report with an exhaustive list of tips and recommendations

system walkthrough

During our final one-to-one session, we talk you through your new system and help with any questions you might have

Xero Set-Up… and running!

THIS IS WHAT YOU GET ONCE WE HAVE SET UP YOUR BOOKKEEPING SYSTEM IN XERO

Tidy and complete data set

Have a good starting point: with a nice, clean set of data, balanced and agreed to the previous year’s accounts.

Maximised automation

Have all the necessary organisation, finance, clients and suppliers information set up… to speed up and automate processes as much as possible.

Ready to get paid

Get real-time bank data: bank accounts, credit cards, PayPal and other payment services you might be using like Stripe or GoCardless are all connected.

Increased efficiency

Have any apps you use connected: point-of-sale, payment, record keeping, time recording, e-commerce, cashflow, reporting…

Business branding

Send invoices to your clients and prepare reporting using your own branding.

Better visibility on your business

Print out the basic financial reports you need.

Be in the know

Know when your financial year is and other tax deadlines like VAT, PAYE, CIS…

peace of mind

We equip you with the tools necessary to do your own bookkeeping confidently.