New to Xero?
Your bookkeeping software should feel helpful, not hostile.
Xero can do a lot, which is useful! But this is exactly why it can feel so overwhelming when you first log in.
I’ll help you get the important bits set up properly – from bank feeds and invoice templates to VAT, contacts and opening balances – then talk you through how to keep things in shape.
Xero setup and training
You've bought Xero. Now what?
For lots of you, moving to bookkeeping software wasn’t really something you planned to do. Between MTD changes, and the general shift towards digital record keeping, you’ve found yourself needing to learn systems you never really wanted in the first place.
Now, you’ve purchased a subscription, logged in and are faced with bank feeds, reconciliation screens, journals, charts of accounts, invoices templates and compliance settings.
Google gets you so far, but most online tutorials assume you already know what half of all this means.
My Xero setup service will get you set up properly from the start, explain what it all means, and suggest simple routines to help you manage Xero moving forward.
£250
Xero setup and training generally includes:
Your Xero foundations
Getting the foundations right
Setting up the important bits properly from the beginning; business details, financial settings, VAT periods, and user access.
Connecting your bank accounts
Linking your bank feeds to Xero so transactions flow in automatically and bookkeeping becomes far less manual.
Creating a clean starting point
Tidying up account categories, bringing across opening balances, and making sure your reports will actually make sense moving forward.
Invoices and Contacts
Setting up professional invoice templates and organising customer and supplier records so everything feels more cohesive and on brand from day one.
Bringing existing information across
Importing useful data from previous systems where needed, helping make the move to Xero feel smoother and less disruptive.
Connecting useful tools
Helping integrate apps and services that make day-to-day bookkeeping easier and reduce duplicated admin.
Getting MTD ready
Connecting Xero to HMRC and making sure everything is set up correctly for VAT and quarterly MTD IT submissions.
We start with where you are
We’ll look at your business, how you currently keep records, what you need Xero to do, and whether anything needs tidying before we get stuck in.
I set up the important bits properly
Bank feeds, invoice templates, VAT settings, contacts, opening balances and user access are checked, connected and organised.
We walk through how to use it
I’ll show you the bits you’ll actually need day to day – raising invoices, reconciling transactions, checking what’s outstanding, and keeping things tidy.
You leave with a simple routine
No overcomplicated systems. Just a manageable way to keep on top of Xero each week or month, so it becomes part of how your business runs.
How it works
From “where do I start?” to “I know what I’m doing”
We’ll work through Xero in a practical, manageable way, setting up the important parts properly and showing you how to use the bits you’ll need day to day. By the end, you’ll have a clearer system, a better understanding of what you’re looking at, and a simple routine for keeping things up to date.
