skip to navigation menu
skip to main page content

Xero

As a business, we can offer you various cloud accounting packages to help you monitor your income and expenses and stay on top of your finances. Xero is an accounting online solution that will help you run your business smoothly giving you real-time financial data. 

Businesses are moving away from existing desktop or manual record keeping to online cloud accounting software alternatives. Keeping digital records is now common practice and accepted by HMRC, particularly with the new Making Tax Digital law now in force. As an HMRC recognised software provider, Xero makes it easy for you to submit VAT Returns through the year for MTD purposes.

How does it work?

Xero is an online accounting software whereby your data is stored in the cloud so you can access this from anywhere, at any time, giving you hands on day to day financial management of your business. It will enable you to create your invoices swiftly and easily, and monitor your expenses with little data entry, making managing your business finances easier, giving you the confidence to ensure your records are accurate and up to date.

How do I start?

  • Once your account has been registered, you will receive your log in details so you can log in to the dashboard online and use the mobile phone app, which you will need to download from the app store
  • Set your period-end parameters within the software, such as accounting year-end and VAT quarter periods
  • Set up an additional user access so you can share data directly with us as your accountant
  • Set up your invoice template and upload your branding
  • Link to your bank to initiate automatic bank feeds
  • Set up your Chart of Accounts

The good news is that we can set this up and get you up and running in no time, so what are you waiting for? Get in touch to find out more.

Going Digital - What will Xero do?

  • Create invoices, estimates, and purchase orders all from a simple dashboard
  • Feed your bank entries into the software to minimise data entry
  • Automate certain bookkeeping functionality by setting rules and invoice formats
  • Send invoices directly from the software, so no more copy and pasting
  • Give you a real-time picture of your finances and allow you to run multi-financial reports
  • Enable customer payments to be made directly online by linking to a payment gateway
  • Give secure cloud storage
  • Export reports to CSV or PDF

What can we offer?

The set up and integration of a fully comprehensive bookkeeping solution for your business.

Training and guidance from a Xero Certified Advisor to give you the skills to fully utilise the software to its best.

FIND OUT MORE


Institute of Financial Accountants accreditation image
The Association of Accounting Technicians accreditation image
The Association of Chartered Certified Accountants accreditation image