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    • Meet The Team
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    • Testimonials
    • Qualifications & Legals
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Ben Perry Bookkeeping
  • Home
  • Meet The Team
  • Services
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Xero Setup

   Are you eager to embrace the advantages of Xero for your bookkeeping needs? Whether you're transitioning from another software or setting up digitally for the first time, Ben Perry Bookkeeping is here to guide you through a seamless Xero Set Up experience.


Why Choose Xero Set Up with Ben Perry Bookkeeping?

Are you tired of sifting through YouTube videos and worried about costly mistakes in the setup process? Look no further. At Ben Perry Bookkeeping, we understand the unique needs of businesses like yours, and our dedicated team is ready to make your transition to Xero smooth and worry-free.


What We Will Do

Our Xero Set Up service is not just about tax compliance; it's about understanding your business's day-to-day needs. In an initial consultation, we'll explore your specific Xero requirements, tailoring our approach to benefit your business to the fullest.


What's Included in Xero Set Up

To ensure a logical and efficient setup process, our services are organised in a sequence that makes sense for a seamless transition:


Organisation Details Setup:

Configure users, addresses, and expense claims.

Financial Settings Configuration:

Set up year-end settings and VAT quarters for compliance.

Bank and Credit Card Setup:

Establish seamless connections to your bank accounts and credit cards.

Chart of Accounts Adjustment:

Amend the chart of accounts to suit your business structure.

Opening Balances:

Ensure accurate financial reporting by setting up opening balances.

Data Import:

Effortlessly import existing invoices, bills, and contacts to minimise disruption.

Invoice Templates:

Customise professional invoice templates that align with your brand.

App Integration:

Integrate essential apps to enhance the functionality of Xero for your business.

VAT Gateway Connection:

Seamlessly connect to the VAT Gateway for efficient VAT management.

Pricing:


Standard Setup Fee: £75


We will discuss with you in a free 30-minute consultation, which setup suits your business needs best.

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