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Accountants Optimising Xero for business in London, Southampton and Tunbridge Wells, Kent

Want an easier life? – We can shorten your to-do list by tailoring Xero to meet your exact business needs.

  • Award winning software
  • Small businesses centric
  • 2 million plus users
  • We are Xero Gold Partners
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Gold Partner

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Michael Lewis

✅ Certified Xero Expert

We will set up your Xero accounting software so it is optimised for you and your business. Already using Xero accounting? Take our FREE health check to see if your Xero bookkeeping is as it should be.

Why use a Xero certified accountant?

Like any system, Xero has to be set up for your business. The first step is getting your Xero online accounting set up properly for you.

Many businesses are not getting the most from Xero simply because Xero bookkeeping (a key part of Xero) has not be correctly configured for them.

If you already use Xero, then take our FREE health check.

We are Xero certified bookkeepers. We are Xero certified accountants. We are your partners in finance and we’ll make sure you get the most from Xero.

We will set up Xero along with Receipt Bank to make it easy for you to get on with business.

Xero Cloud Accounting

Data is encrypted and sent from you, via the internet, “onto the cloud” where it is processed, stored and then returned to you.

All application functions are performed in the cloud, not on your desktop or smartphone.

Cloud Accounting (also known as online accounting) performs the same functions as traditional software stored on your computer but instead it runs on cloud servers and you access it over the internet.

Benefits

  • Real-time overview of your current financial position
  • Multi-user access makes it easy to collaborate online with your team and advisors
  • Automatic updates free up your time
  • Everything is run online and backed up automatically
  • Updates are free and instantly available
  • Upfront business costs are greatly reduced

Cloud accounting solutions, like Xero overcome many of the problems associated with using traditional software

  • No more out of date data
  • No more e-mailing spreadsheets
  • No synchronisation or multiple user access problems
  • No need for costly backups or software upgrades

Why Choose Xero?

  • Xero makes record keeping simple
  • Xero provides a flexible business platform to meet your growing needs
  • Xero offers plenty of features, reports, and integrations
  • Xero supports unlimited users for every plan

Easy to Understand

The Xero dashboard shows you everything you need to know in easily understood graphs and charts.

It allows you to stay on top of your cashflow, see your bank account and credit card information in one place, view outstanding invoices and track specific parts of your business.

Portable

Xero gives you the power of taking your business with you, giving you access to your finances remotely and in real time.

Xero allows you to manage your business from anywhere while giving you the peace of mind that your finances are securely stored in the cloud.

Save time, energy and focus by automating your finance processes.

Xero makes your life easier as everything is in one place! You will have real time information to make better decisions.

The power of the cloud

Produce quotes –
Quickly create professional online or PDF quotes that make an impact. Send them instantly from your phone or office computer.

Send invoices –
Xero’s invoicing software makes it quick and easy to invoice your clients from your phone or computer so you get paid quickly.

Accept payments –
Accept online invoice payments and get paid quicker by connecting to GoCardless, Stripe and others.

Pay bills –
Stay in control by tracking your bills and getting a clear view of accounts payable and your cash flow.

Track projects –
Store your quotes and keep track of time, costs and project profitability within Xero.

Access customer records –
Look up a customer or supplier to see their history of sales, emails, invoices and payments as well as contact details.

Capture data –
Scan original documents and key data into Xero automatically.

File notifications –
Xero is your online filing system. Manage and share documents, receipts and bills safely from anywhere.

Manage expenses –
Make paying your employee expenses simple by capturing costs, submit, approve and pay claims.

Create any business report –
Track your finances with accurate accounting reports, collaborate with your advisor online and use Xero forecasting.

Create bank connections –
Connect your bank to Xero and set up bank feeds. Transactions flow straight into Xero each business day.

Effortless bank reconciliation –
Keep your financials in Xero up to date. Categorise your bank transactions each day using our suggested matches.

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