Outsourced

Xero set ups

Want your client set up on Xero?

If you’ve recently taken on a new client, or have an existing client wanting to move to Xero, outsource your set up today.

Reasons to outsource your Xero set up

  • By choosing an expert in Xero integration

  • Software set ups and integration

  • Client training

  • We work with you to ensure the chart of accounts is set up as you’d like it. If it’s an existing client of yours, we can create a customised chart of accounts to

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Our Services

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FAQs

What are your bookkeeping fees?

Starting from £500 plus VAT per month, our fees are tailored to your needs

What type of bookkeeping services do you offer?

We specialise in Xero and Dext. We work remotely, or we can set up an in person meetings to help you better understand your bookeeping. We utilise cloud based software for easy and secure document uploads and transfers.

How does monthly bookkeeping work?

We record and analyse all of your business transactions through Dext and Xero to prepare monthly financial statements, such as a Profit and Loss report and Balance Sheet.

What if I need information more frequently than monthly?

We pride ourselves on excellent customer service and we are happy to help. We can meet more often to meet your business needs. Including a weekly cash meeting to focus on your cashflow.

How and when do I send my documents to you?

We will need your bank statements every month. We will set up a bank feed so that your bank statements are automatically fetched into Xero so that you can focus on your business while we handle your bookkeeping. Source documents, including purchase invoices, receipts and remittance advices can be uploaded via a mobile Dext app or emailed on to a bespoke forwarding email address.

When do you deliver my monthly financial reports?

You will receive your financial reports by the 10th of every month, so that you can make informed business decisions in a timely manner.

What if my books are behind schedule or if I need a clean up?

We have a dedicated clean up service. A one off service to clean up any messy transactions and help you to get back on track. Book a discovery call to find out more.

What if my books are behind schedule or if I need a clean up?

We have a dedicated clean up service. A one off service to clean up any messy transactions and help you to get back on track. Book a discovery call to find out more.

What if I need my statutory accounts or tax returns submitting?

We have a wide range of trusted advisors

Do you process payroll?

If you require payroll services, please include this in your discovery call. While we don’t directly provide payroll services we work closely with a third party provider and will process bookkeeping payroll journals into your accounting software for you.