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Xero Setup

Get Xero set up properly the first time. Chart of accounts, bank feeds, app stack, automations and team training — all delivered by Xero Certified Partners.

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What changes

Inside 30 days, Xero is set up and working properly.

01Day 1
Your setup scoped
We review your business, current records, VAT position and what Xero needs to do.
02Week 1
Xero built around your business
Chart of accounts, bank feeds, VAT settings and user access configured properly.
03Week 2
Data in and reconciled
Opening balances and historic data brought across cleanly, with feeds reconciled.
04Month 1
Your team up and running
Training delivered, workflows documented and your first month-end completed in Xero.

Service overview

Set up the way it should be — not a generic template.

Most Xero implementations fail in the first six weeks — not because Xero doesn’t work, but because the setup wasn’t right. Generic chart of accounts, wrong VAT scheme, no app stack, missing bank feeds. We set Xero up the way it should be: configured to your business, connected to the tools you use, with your team trained to actually use it.

Why it matters

Xero, configured for how you trade

Xero Certified Partners

Platinum partner status, accredited team.

Industry-specific chart

Chart of accounts built for your sector, not a generic template.

Full app stack

Dext, Stripe, A2X, ApprovalMax, whatever you need — connected from day one.

Team training

Live training sessions so your team can actually use the system.

Live in 2–4 weeks

From engagement to going live, with no business disruption.

Aftercare

30 days of post-launch support included as standard.

What’s included

Everything you’d expect, plus the controls most providers miss.

Switching the software on is the baseline. The real value is a setup that fits how your business works — and a team that knows how to use it.

Talk to us about scope
Operational Controls
The setup controls that make Xero work properly from day one.

Tailored chart of accounts
Built around how your business earns and spends, not a generic template.

Bank & payment feeds
Bank, card and payment platform feeds connected and verified.

VAT & CIS configuration
VAT schemes, domestic reverse charge and CIS set up correctly from the start.

Opening balances
Balances agreed to your accounts, so Xero starts from a clean position.

App stack integration
Dext, payroll and other tools connected so data flows automatically.

Team training & handover
Live training, recorded sessions and simple SOPs for your team.

How it works

Our process

01

Discovery

We review your current setup, business model and what success looks like.

02

Design

We design the chart of accounts, app stack and workflow before touching Xero.

03

Build & migrate

Configuration, integrations, data migration with full audit trail.

04

Train & launch

Live training, hand-over documentation and 30 days of aftercare.

Is this you?

Who it’s for

Businesses moving from desktop accounting (Sage 50, QuickBooks Desktop, Excel)
Companies whose current Xero file is a mess and needs rebuilding
New businesses wanting to start out on the right software with the right setup
Firms with sector-specific needs (construction CIS, hospitality tronc, e-commerce multi-channel)
Anyone whose accountant set up Xero in 30 minutes and walked away
Packages

Packages designed around your business

Every business is different. The packages below provide a guide to our most common service levels, with final pricing tailored to your specific requirements.
Starter
Foundation
£350–£600 / month
For businesses that need reliable bookkeeping, VAT compliance and accurate financial records.
Weekly bookkeeping
Bank reconciliations
Receipt capture
Payroll for up to 10 employees
VAT-ready records
Monthly reports
MOST POPULAR

Growth
Growth
£600–£1,500 / month
For growing businesses that need better visibility, payroll support and regular financial reporting.
Everything in Foundation
Payroll for up to 25 employees
Monthly management reports
Cashflow support
Regular review meetings
Scale
Outsourced Finance Team
£1,500+ / month
For businesses that need a dedicated finance function without the cost of an in-house team.
Everything in Growth
Daily bookkeeping
Payroll for 25+ employees
Budgeting and forecasting
Cashflow management
Board and management reporting
All prices excluding VAT. Final scope agreed after a discovery call.

Questions

Frequently asked questions

Fixed-fee, typically £750–£2,500 depending on complexity and the app stack. We quote after the discovery call.

Both. Most clients take Xero Setup as a one-off and then continue with monthly bookkeeping.

Common scenario. We do a “rebuild” version of this service — usually 1–2 weeks, similar price.

Yes — we handle migration from any of the major UK platforms.

Yes — we bring across opening balances, prior-year comparatives and a full transaction history (or summary, depending on volume).

Get started

Get Xero set up the right way, the first time

Free 30-minute scoping call. We’ll show you what good looks like and quote a fixed fee.

Request a Discovery Call

Typically replies inside 1 working hour

Client reviews

What our clients say

Google★★★★★

Mike at Better Bookkeeping Solutions Ltd is brilliant, friendly, approachable and very supportive. He is always at hand to help and offers guidance and no job is too much trouble. Recently, we set up our organisation and needed expertise bookkeeping support, Mike was recommended to us and I can see why, we haven’t looked back since. Thank you Mike and your team for your ongoing support and top notch customer service. 10/10

RGT SinghGoogle review
Google★★★★★

We have been working with Mike and his team for over a year now. We find they are very professional, efficient and have helped us with our accounting and bookkeeping. They have been flexible and work around our business needs. I have no hesitation to recommend them.

AKAnastasia FriedrichGoogle review