Xero

Beautiful online accounting software for small businesses

What is Xero?

Xero is beautiful online accounting software. It gives you greater control over your business finances with real-time access, allowing for less surprises and therefore greater peace of mind.

We recommend Xero as it fits with our ethos that keeping your books up to date shouldn’t be a chore and that financial information should be easy to access and understand.

We’re proud to be a Xero silver champion partner. We joined the partner program in 2012 and have the following Xero certifications: Xero advisor, Xero payroll and Xero migration.

Why Xero online accounting software?

It’s online accounting software that lets you input, access and keep an eye on your financial information wherever you are.

Xero is easy to use whether you’re just starting on accounting software or you’re switching from a different product

Xero offers automated daily bank feeds, making reconciliation easy and fun. Your bank statements are imported automatically into Xero and you don’t waste time downloading and uploading bank files manually.

With your permission, you the client and we your advisers can collaborate online. No need to send large out-of-date files back and forth, or for either party to upgrade software to be compatible with each other. Being able to view the same data at the same time means we can easily provide ongoing support.

There are a huge number of add ons that can help you manage your business more effectively, from eCommerce to job costing.

Xero is Making Tax Digital (for VAT) HMRC compatible 

Here’s just some of what you can do with Xero

Connecting bank accounts

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here’s how to set things up.

https://youtu.be/7oMZLLr863U?list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

Creating quotes

Find out how to create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks. 

https://youtu.be/ZZkM1e00Kn4?list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

 

Creating purchase orders

You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.

https://www.youtube.com/watch?v=d-9F4gPpCYk&t=3s

Managing expenses

Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting – all inside Xero.

https://www.youtube.com/watch?v=Yuf9Ivojq_Y&feature=youtu.be

Reconciling bank accounts

Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.

https://youtu.be/98mgQvIihsA?list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

Invoicing customers

Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online – which can help you get paid faster. 

https://youtu.be/_0FZjNwdJRo?list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

Paying suppliers

Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.

https://www.youtube.com/watch?v=sh_udsFPtd0&t=13s

 

Managing projects

Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and  expenses, invoice the project, and monitor its profitability.

https://www.youtube.com/watch?v=c80zgEjsSx4&t=15s

Click here to find out more about Xero.