Setup & Training

£185 + VAT

This is a brand new setup and includes the following:

  1. You complete a signup form
  2. I will get your Xero account setup and start the customisation
  3. We have a 2 hour Zoom session that will allow us to complete the customisation and also cover all the ‘basic training’ as well as covering the particular areas that you will need.
  4. You will get a recording of our session and also any further information that I promised you during our session.

Conversion & Training

£325 + VAT

This is a conversion balance setup using data from the previous accounting system, whether that is another cloud system (QuickBooks, FreeAgent etc), a desktop system (Sage, QuickBooks desktop etc) or a good ol’ spreadsheet).

The process follows a very similar pattern to the standard “Setup and Training” package, except I’ll need more information from you to setup the conversion properly. I’ll need:

  • Most recent set of full Financial Statements;
  • Either access to your previous system or a set of pdf reports from the previous system.

Training Per Hour

£80 + VAT

Ad hoc training on particular elements that you need help with.

It could be:

  • Learning how to reconcile the bank account;
  • Recording expenses for Directors and staff;
  • Learning how to scan your receipts into Xero using Hubdoc;
  • Setting up, recording and submitting your VAT returns;
  • Setting up and running Payroll, and submitting RTI returns;
  • And/or anything else you need help with.