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Systems implementation
A well-built system saves hours every month. I'll set up or rebuild your Xero file, connect the right apps and show your team how to use them.
- Price
- Included with monthly bookkeeping
- Best for
- Businesses moving to Xero or tidying up a messy setup, and accountancy firms migrating clients in bulk.
What's included
- Xero set up with a chart of accounts that fits your business
- Migration from Sage, QuickBooks or spreadsheets
- Bank feeds, bank rules and tracking categories
- Apps connected, such as Dext, Hubdoc, ApprovalMax, Apron, Stripe or Shopify
- Simple written processes for your team
- Training sessions for you and your staff
Xero set-up and migration are included when you join on monthly bookkeeping. Extra training for your team is £50–£75 an hour.
Common questions
How long does a Xero setup take?
Most setups take one to two weeks from start to training.
Will I lose my old data?
No. I'll bring across opening balances and, where needed, historical transactions, and keep a full record of the old system.
Software
Apps I set up and connect
- XeroAccounting
- QuickBooksAccounting
- FreeAgentAccounting
- DextReceipt capture
- HubdocReceipt capture
- ApprovalMaxApprovals
- ApronBills and payments
Related services
Often combined with
Monthly bookkeeping
Your books kept up to date, reconciled and reviewed every month, with informative analysis of what the numbers show.
£45–£450 a month →Catch-up and clean-up
Months behind, or a Xero file you no longer trust? I'll bring your records up to date and reconciled.
£150–£900 one-off →Management accounts
Monthly or quarterly reports on profit, cash and the numbers that drive your business, for your own decisions.
£50–£120 a month →Let's talk about your books
A free 20-minute call to understand what you need. You'll get a fixed quote in writing afterwards.