Xero Set-Up & Running!

​Start with a Xero system built around your business

Moving to Xero or setting it up for the first time should make your bookkeeping easier.

But when the foundations are not right, even simple tasks can become confusing.

Xero Set-Up & Running is a complete set-up service for small businesses that want to start with an organised, practical system built around the way they operate.

We take care of the set-up and then show you how to use it.

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What’s included:

Discovery Session

We begin by learning how your business operates, what you need to record and how you want to use Xero day to day. This helps us create a system that fits your business.

Core Xero Set-Up

We configure the essential parts of your Xero account, including organisation settings, bank feeds, opening balances, your chart of accounts and VAT settings, where applicable to your business.

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Tools and Automation

We connect relevant payment systems and business apps, then introduce useful bank rules, reminders and automations designed to save time, reduce repetitive work and keep your bookkeeping running efficiently.

Recommendations

You receive a practical summary of your new system, the features available to you and our recommendations for keeping your bookkeeping accurate, organised and running smoothly from day to day.

Live Handover

We walk you through your Xero account, explain how the system has been set up, answer your questions and introduce the reports and features you are most likely to use.

Here’s what you’ll walk away with:

  • A Xero account configured around your business
  • Accurate opening information based on the records provided
  • Bank feeds, payment tools and relevant apps connected
  • Time-saving rules, reminders and automations
  • Branded invoices and useful reporting options
  • A clearer everyday bookkeeping process
  • A practical summary for future reference
  • Greater confidence managing your own bookkeeping

Starting at £250

Starting at

£250

Is this familiar?

  • You are starting a new business
  • You are moving from spreadsheets or another bookkeeping system
  • You have opened a Xero account but do not know what to do next
  • You are worried about setting something up incorrectly
  • You want to use automation but are unsure where to begin
  • You want personal support rather than relying on generic instructions

START WITH THE RIGHT FOUNDATIONS

A properly organised system can save time, reduce avoidable mistakes and make everyday bookkeeping easier to manage.

Message us, download this service guide, or explore our other services.