Digital advisory
What’s Digital Advisory?
Want to know all there is to know about Xero? Our advisory service will provide you with the best digital advice in order for you to use the software yourself. Want to know what you need to do it yourself.
If you know bookkeeping, reports and want to know the best way to work on cloud software, you’re in the right place.
End result? You can do it yourself.
Digital Advisory Services
New Xero Set Ups
New to Xero and want to start as you mean to go on?
Whether you’re new to business or have been trading and on spreadsheets our Xero set up service will work for you.
We will tailor your Xero and Dext subscriptions, ensuring you’re getting the most out of your software.
Moving to Xero from another software
If you’re on a desktop software or another cloud accounting software and want to move over to Xero, we can migrate your data over mid year so that you can carry on processing in a cloud accounting software.
Xero and Dext training and support
Our training sessions are customised to your business needs.
You will receive training on how to manage transactions, run reports and submit VAT returns
Xero add ons
Want advice and support on the best software add ons for your business?
Clean ups
Want to do it yourself but feel overwhelmed with a messy set of records? Explore our one off clean up service to get you back on track.
Ongoing training and support
Review our monthly training offering
Frequently Asked Questions
What is digital advisory?
We offer advisory services around digital accounting softwares. We can help to advise the best methods to implement your systems and processes, looking at efficiency and accuracy improvements, including how to automate manual tasks.
How will this save money for my business?
We understand that with the increase in Employers National Insurance costs coming into effect in April 2025, businesses are reviewing systems, processes, and looking for areas of their business where they can increase efficiencies.
If you’re looking to save money for your business in the short term and are impacted by the increased costs associated with employing a bookkeeper, you may be able to do more than you thought yourself! Explore our digital advisory services which will set up your bookkeeping systems. We use the latest advances in technology, plus our professional expertise, to provide you with tailored training to be able to automate processes, prevent manual data entry and ultimately save you time whilst getting the job done!
What’s Xero?
Xero is a cloud accounting software. Designed for easy of use by both businesses and accountants & bookkeepers, it’s quickly becoming a favourite for many people!
What’s Dext?
Dext is a data capture software that integrates with Xero. Dext utilises OCR technologies and AI to process some of the manual data entry work for you. All you need to do is know how to use it properly and how to make the most of it - that’s where we can help you.
Do you work with any other cloud accounting softwares?
We are Xero and Dext Partners and they are our preferred cloud accounting software and data capture software. If you have other softwares in mind, contact us and we can have a discussion!