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Xero Setup · UK Businesses
Xero Basic Setup Services for UK Businesses
We configure your Xero account correctly from day one — VAT, bank feeds, chart of accounts, invoices, and training — built around how your business actually runs.
- UK VAT settings configured to your business type
- Bank feeds and payment systems connected and reconciling
- Branded invoice, quote, and purchase order templates
- A training session with a Certified Xero Advisor
Xero Gold Champion Partner
Xero Migration Specialists
AAT Licensed Accountant
Trusted by businesses across multiple industries worldwide.
Built on Xero's Real Features
Not generic benefits — actual Xero capability
Explore Xero features for banking, invoicing, payroll, reporting, and integrations.
Automatic Feed Sync
Transactions sync daily, ready to reconcile.
Online Invoicing
Branded invoices, sent and tracked in one place.
Expense Tracking
Capture receipts and claims as they happen.
Inventory
Track stock levels alongside your accounts.
Payroll
UK payroll with pensions and pay calendars.
App Marketplace
Connect Stripe, Shopify, and 1,000+ apps.
Real-Time Reports
See your position without waiting on month-end.
Mobile App
Invoice clients directly from your phone.
The Process
From discovery to fully trained
Discovery
A free call with a certified Xero specialist to understand your business and answer your questions.
Planning
We map your current setup and goals, then send a tailored plan with clear, fixed pricing.
Setup
Chart of accounts, bank feeds, VAT settings, and templates configured to the agreed scope and target date.
Training
A training session with a Certified Xero Advisor, with length and content agreed to match your team.
The Difference
What changes once it's set up properly
Without a Proper Setup
- VAT settings misconfigured for your business type
- Duplicate or inconsistent accounts
- Bank transactions reconciled manually
- Reports that don't reflect reality
Without a Proper Setup
- VAT configured correctly for your business
- Bank feeds connected and reconciling automatically
- A clean, industry-specific chart of accounts
- Reports ready for real decision-making
DIY vs. Professional Setup
Why businesses choose not to DIY this
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Doing It Yourself
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What's Included
A complete Xero setup, not just an account
Complete Xero setup covering accounts, bank feeds, VAT, integrations, training, payroll, and support.
New Account Setup
Business & tax settings, base currency, optimised subscription tier.
Chart of Accounts
Industry-specific structure aligned to your operations.
Bank Feed Sync
Bank/card feed sync, Stripe, PayPal, or Shopify integration.
Invoice Templates
Branded invoices, quotes, and purchase orders.
VAT & Compliance
UK VAT settings and Making Tax Digital-ready reporting.
App Integrations
A2X, Unleashed, WorkflowMax, and more, tailored to you.
Training & Support
A session with a Certified Xero Advisor, plus ongoing help.
Clear Timeline
Scope and target date agreed before any work begins.
Basic Payroll
Employee profiles, tax codes, pay calendars, pensions.
Who It's For
Built for wherever you're starting from
Everything you need to start using Xero confidently, professionally configured with essential features, integrations, training, and ongoing expert support included.
New Businesses
Build your business on a strong financial foundation from day one. We set up your accounting correctly, with clear records, organised processes, and reliable reporting. Instead of fixing problems later, you get a system designed to support daily operations, better decisions, and sustainable growth as your business develops.
Start-Ups
Keep your accounting simple, organised, and ready to grow with your business. We build a strong setup that supports increasing transactions, customers, and reporting needs. By planning for future growth from the start, you avoid costly changes, messy records, and the need to rebuild your accounting system later.
Existing Businesses
Move away from spreadsheets or outdated accounting software with confidence. We rebuild your accounting setup properly, organise your financial data, and move important records carefully. Your daily operations can continue with minimal interruption, giving you a reliable accounting system that supports better reporting, control, and future business growth.
Packages
Find the right level of setup
Every quote is fixed after your free discovery call — these are starting points, not final prices.
New Account Setup
For brand-new businesses opening their first Xero account.
- Account & tax configuration
- Chart of accounts
- 1 bank feed connected
Most Chosen
Full Basic Setup
The complete setup described throughout this page.
- Everything in New Account Setup
- Invoice & quote templates
- Payment integrations
- Training session (length agreed with you)
+ Payroll Setup
Add basic payroll to any package.
- Employee profiles & tax codes
- Pay calendars & pension settings
- Opening balances
Exact scope and pricing are confirmed with you at the discovery session before any work begins.
FAQ
Frequently asked questions
A new or reconfigured Xero account, a customised chart of accounts, connected bank feeds, VAT settings, branded invoice templates, and a training session. Exact scope is confirmed at your discovery call.
Yes. We can migrate data from QuickBooks and most other accounting platforms, provided the data can be exported to CSV or Excel.
Yes, we can connect Stripe, PayPal, and similar payment systems so payments reconcile automatically in Xero.
Yes. For ecommerce businesses we typically recommend and configure an integration such as A2X to bring sales data into Xero accurately.
Yes, basic payroll setup is available as an add-on, covering employee profiles, tax codes, pay calendars, pension settings, and opening balances.
Yes, customer and supplier records can be imported as part of your setup, provided they can be exported from your current system.
Yes, invoice, quote, and purchase order templates are customised with your logo, branding, and payment terms.
Timelines depend on the complexity of your business. We agree a target date with you at the discovery session before any work begins.
Let's Build Your Xero Account Properly
Book a free discovery call. Know exactly what will be configured, how long it will take, and what it will cost, before any work begins.