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Xero Set Up

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Xero - Any device

Whether you are just starting in business or are an established organisation we can help you every step of your Xero Journey. We can start by helping you personalise the software for your business and linking it to your bank and other important data feeds eg credit cards, till systems, PayPal etc so that all your information is captured in one place. We can show you the quickest ways to capture other data and upload documents to the software so you no longer have to keep boxes of paperwork in the loft and train you on how to use it and all the clever shortcuts to minimise the time you take in record keeping.

At the end of your sessions with us, you will have dramatically reduced the time taken on your record-keeping so you have more time to work on other parts of your business or simply take some time off for yourself.

You will also be fully compliant with Making Tax Digital which will affect all business from April 2023.

Xero Set Up Pricing

Established businesses
£379 + VAT
  • 3 weekly sessions
  • * If you decide not to go ahead at this stage there will be no charge

Established businesses

Setup and training is also available for Sage And FreeAgent

  • Initial 1 hour meeting at our office with our Xero specialist to ascertain your needs and plan your Xero transition*
  • Set up bank feeds for 2 accounts
  • Create a personalised invoice template within Xero
  • Set year-end and VAT periods and applicable VAT rates
  • Import correct account headings
  • Create up to 4 tracking codes
  • Set up correct levels of access for users
  • Import contacts list from a .csv file provided by you
  • Import debtors and creditors lists from a .csv file
  • Enter correct conversion balances
  • The integration of one payment-related add-on e.g. izettle, Go Cardless, Directli etc
  • Health Check on your data after 3 months to check you are on track and provide you with feedback
New business start up
£249 + VAT
  • 3 weekly sessions
  • * If you decide not to go ahead at this stage there will be no charge

New Business Start-up

Setup and training is also available for Sage And FreeAgent

  • Initial 1 hour meeting at our office with our Xero specialist to ascertain your needs and plan your Xero transition *
  • Set up bank feed for 1 account
  • Create a personalised invoice template within Xero
  • Set year-end and VAT periods
  • Import correct account headings
  • Create up to 2 tracking codes
  • Set up correct levels of access for users
  • Health Check on your data after 3 months to check you are on track and provide you with feedback

Xero Training

Xero set up training being done by two people at a laptop

If you need more help in learning the Xero software or want to find out more about extra features and ways to improve your systems, we can help. We are pleased to introduce our sister training company Cirrusli who provides one to one training to help you become more accurate or simply learn more about Xero accounting software.

They are also on hand to help as your business changes or wants to add on more integrations such as payment methods e.g. Gocardless, iZettle or PayPal.

Cirrusli can also help you choose the right partner Apps for extra systemisation e.g. to send automated statements, deal with online bookings or manage stock.

The very clever people at Cirrusli work with our team to ensure you get the very best IT training alongside the accounting and tax advice needed to perfect your systems.

If you need help please contact us.

Visit us in our Bideford office or give us a call!

Telephone 01237 472071

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