Xero Setup & Training
We set up Xero properly from the start and train your team to use it confidently, so you spend less time on admin and more time running your Cardiff business. From chart of accounts and bank feeds to invoicing and reports, we handle the technical setup and give you the skills to stay on top of your numbers.
What we cover in your Xero setup
Whether you're migrating from spreadsheets or switching from another platform, we customise every part of Xero to suit your business and industry, then show you how to make the most of it.
Chart of Accounts Configuration
Tailored account structure for your industry so every transaction lands in the right place from day one.
Bank Feed Connections
Direct links to your bank and credit cards for automatic transaction imports and faster reconciliation.
Invoice & Document Branding
Professional templates with your logo and details so every invoice and quote looks the part.
One-to-One Training Sessions
Hands-on coaching covering daily tasks like invoicing, bill entry, bank reconciliation and reporting.
How we get you up and running on Xero
Moving to cloud accounting should make your life easier, not add to your to-do list. We handle the entire Xero setup for Cardiff businesses, from creating your organisation profile and connecting bank feeds to configuring payroll and migrating historical data. Once the technical side is sorted, we sit down with you and your team to walk through the system, covering everything from raising invoices to running reports. By the end, you'll feel confident managing your own books.
Our setup process typically takes seven to ten working days, depending on how much data you're bringing across and how complex your chart of accounts needs to be. We start by understanding your business structure, your industry, and how you currently track income and expenses. Then we build a chart of accounts that matches the way you operate, whether you're a tradesperson invoicing clients on the go, a salon managing multiple therapists, or a retail shop tracking stock and sales. Bank feeds are connected so transactions flow in automatically, and we configure VAT rates, invoice templates, and user permissions to suit your team.
We set Xero up the right way from the start, so you don't spend months fixing mistakes later.
Training is just as important as the setup itself. We offer one-to-one or small group sessions, either at our Cardiff office or online, covering the tasks you'll be doing day to day. That includes creating and sending invoices, entering bills, reconciling bank transactions, processing payroll if relevant, and pulling the reports you need to understand your cash flow and profitability. We encourage questions, and we move at your pace. If you've never used accounting software before, we start with the basics. If you're switching from QuickBooks or Sage, we focus on what's different.
More information
If you're currently using spreadsheets, MYOB, or another platform, we can import your existing data so you don't lose your financial history. The migration process is carefully managed to avoid duplicates or missing transactions, and we'll agree a clear timeline so there's minimal disruption to your day-to-day operations. Once everything's in Xero, you'll have a single source of truth for your accounts, accessible from anywhere with an internet connection.
Xero integrates with over 800 third-party apps, so if you're using tools for point of sale, inventory management, CRM, or payment processing, we can connect them during setup. That means less manual data entry and fewer chances for errors to creep in. We also configure user access levels, so your bookkeeper, accountant, and staff members can see exactly what they need to without compromising security.
Why setup matters
Getting your chart of accounts wrong at the start leads to messy reports, compliance headaches, and hours of rework down the line. We've helped dozens of South Wales businesses move to Xero, and we know which account structures work for different industries. A builder's chart of accounts looks very different from a beauty salon's, and we tailor ours accordingly. Proper setup means your VAT returns are accurate, your profit and loss makes sense, and your tax return is straightforward when the time comes.
We're a Chartered Certified firm with nearly ten years of experience supporting small businesses across Cardiff and South Wales. We understand the pressures you're under, and we're here to take the stress out of accounting software. Once Xero is set up and you've been through training, you'll have the tools and confidence to stay on top of your finances without needing to call us every five minutes. And if you do have questions later, we're only a phone call or email away.
Whether you're a sole trader just starting out or an established business ready to ditch the spreadsheets, we'll get you up and running on Xero quickly and properly. Book a free consultation and we'll talk through what you need, what's included, and how long it'll take.
Services that work well alongside this
Balance Sheet
Balance sheet preparation and review, reconciled from your bookkeeping and explained clearly, so you can file accounts, plan ahead and talk to banks with confidence.
Balance Sheet→Profit & Loss Statement Preparation
Clear profit and loss statements prepared from your records, with plain-English insight into margins, overheads and true profitability for the period.
Profit & Loss Statement Preparation→Making Tax Digital (MTD) Bookkeeping Compliance
Making Tax Digital bookkeeping compliance, including software setup, digital record-keeping, reconciliations and MTD VAT submissions, with clear deadline reminders.
Making Tax Digital (MTD) Bookkeeping Compliance→Receipt Management & Paperless Accounting
Go paperless without the stress. Capture receipts by phone or email, keep them organised and matched to transactions, and make VAT and year-end accounts much simpler.
Receipt Management & Paperless Accounting→Accounts Payable & Receivable Management
Stay on top of customer invoices and supplier bills. We track debtors and creditors, chase overdue payments, schedule payments and share clear monthly summaries.
Accounts Payable & Receivable Management→Bank Reconciliation
We reconcile your bank to your bookkeeping records, fix mismatches and clear uncleared items, so your figures are reliable for VAT, accounts and cash flow.
Bank Reconciliation→Before you get started
Here's what Cardiff businesses usually ask us about Xero setup and training.
How long does the full setup and training take?
Do I need to know anything about accounting software before we start?
Can you move my records from QuickBooks, Sage or Excel?
What's included in the training sessions?
Will Xero work with the other tools I'm already using?
What if I get stuck after the training is finished?
How much does Xero setup and training cost?
Do you only work with businesses in Cardiff?
Let's get your Xero setup sorted
Book a free consultation and we'll talk through what you need, how long it'll take, and what's included.
Book a free consultation