Moving your accounts to Xero

Struggling with using spreadsheets or unsure about accounting software such as Xero? There are so many options when it comes to Cloud-based accounting software, and choosing one can be a bit overwhelming. We have recently partnered with Xero, and absolutely love it! Here are just some of the reasons why!


Easy to Use

Xero has a great user interface, meaning it looks great, feels very modern, and is very easy to use. It is very intuitive, and many find it much simpler to manage than other cloud software packages. The Business Performance Dashboard is very handy – highlighting the most important metrics in an easy to understand way, so you can see how your business is doing with a quick glance.


Integrations Galore

Xero is outstanding in the number of potential integrations it has with other software and apps, with over 700 to choose from.  It makes it very easy to connect to your bank account, and easy to take payments directly from an invoice via Stripe for example. The payroll and automatic bank feeds make life so much easier!


Easy for Bookkeeper to fix any errors

We all know errors can happen with bookkeeping, but It’s very easy for us to fix user errors in Xero, and there are built-in proper audit trails and safety checks, to make sure everything runs smoothly.


Easy to set up

Setting up Xero is very easy. They even supply Excel Templates for you to use so you can import all the data needed. Handily, they also have instructions on how you (or your bookkeeper) can convert from Quickbooks across to Xero.


Basically, Xero has everything small to medium-sized businesses need when it comes to accounting tools and functions, including:

  • Bank connections and reconciliation
  • Invoicing, quotes, and bills
  • Unlimited users
  • Inventory tracking and management
  • Purchase orders
  • VAT management
  • Dashboard and reporting
  • Contacts, smart lists, and file storage
  • Fixed asset management
  • Accept online payments with payment processor integration
  • Free mobile app
  • Payroll
  • Integration with over 700 third-party platforms
  • Brilliant customer support


Having recently partnered with Xero, we are offering all new and existing clients Xero at half price for 12 months! If you would like to switch you bookkeeping to us, please contact us today on 01291 690646.


Choice Bookkeeping are on hand to help with all your bookkeeping needs.  As an affordable alternative to an expensive accountant, Contact Us for a free consultation to see how they can help you and your business with all your bookkeeping needs. From filing of self-assessment returns, company accounts, payroll, setting you up on the right accounting software and so much more. With offices in Monmouthshire and Pembrokeshire, they cover all of South and West Wales and the surrounding areas. Give us a call today on  01291 690646