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Xero Migration

"Upgrade your Excel"

The Problem

Does any of this sound familiar if you are still using Excel for your business accounts?

  • It’s fiddly and time-consuming

  • You don’t know how much profit you’ve made

  • You don’t know if anyone owes you money

  • You don’t know how much money you’ve put in or drawn out

  • You’ve got receipts and invoice copies everywhere

  • It’s not really telling you anything useful!

The Result

  • A set of business accounts pulling together all your excel data showing your total income, profit and whether anyone owes you any money and how much you have invested and withdrawn

  • All your excel data migrated into Xero

  • Your Xero system will be tailored to your business model

  • Setup on Hubdoc (a document management system integrated with Xero) for capturing and storing your receipts and invoices

  • Xero training session to make sure you are confident and comfortable with managing your (more efficient) processes going forward

How it works

Simply send me all your excel data and any unpaid sales/purchase invoices and bank statements and then let me do all the legwork.

All your current year excel data, and previous financial year’s data if you have it (more years can be arranged on request) will be migrated into Xero, tailored and tweaked to your business model.

3 week turnaround on the data migration – I know it’s busy being a business owner, and we all need things sorted ASAP.

Xero training session provided on Zoom & follow up session to catch up and see how you’re getting on and sort any queries/support issues.

How much?

£495

 one off payment, due on completion

Organized Desk

Xero tidy up

"Know where you stand"

The Problem

Does any of this sound familiar if you’re a Xero user?

  • Got behind on your postings?

  • Don’t know how much profit you’ve made?

  • Don’t know the quickest way of doing things?

  • Still got receipts and invoice copies everywhere

  • Posting errors that you don’t know how to correct?

  • You have a few different bank accounts and don’t know how much cash you’re holding

The Result

  • All postings up to date

  • A set of business accounts pulling together all your Xero data showing your total income, profit and whether anyone owes you any money and how much you have invested and withdrawn

  • Your Xero system will be tailored to your business model

  • Setup on Hubdoc (a document management system integrated with Xero) for capturing and storing your receipts and invoices

  • Xero training session to make sure you are confident and comfortable with managing your (more efficient) processes going forward

How it works

Just give me access and leave me to it (that’s up to 1,000 unposted transactions – any more than that… no judgement here, but that will be extra).

Send me any receipts/ invoices (by post or electronically) relating to any unposted transactions.

Once it’s all up to date, normally a 3-4 week turnaround, I will send you a set of business accounts and accompanying management report on your business performance and financial position.

Xero training session provided on Zoom & follow up session to catch up and see how you’re getting on and sort any queries/support issues.

How much?

£750

 one off payment, due on completion

Holding Plant

Ready, Steady, Budget

"Get focused and grow your business"

The Problem

Have you got an established business, but feel like this:

  • You want to grow but don’t know what to focus on

  • You don’t know what you’re actually trying to achieve – sales growth, profit growth, pay off debts, maximise director’s earnings, generate cash?

  • You don’t know how to interpret accounting data from your business

  • You’re working reactively in your business instead of proactively following a plan or strategy

  • You’re always busy with all the business stuff and have no time  to focus on the big picture?

The Result

  • A 12 month business budget (that’s a financial plan) that you believe in and have crafted yourself

  • Clear focus on what you are trying to achieve from your business

  • Knowledge and experience of monitoring your business’ financial performance

  • A set of Key Performance Indicators (KPIs) that you can use to measure your progress towards your business goals

How it works

We’ll start off with an overview meeting to discuss your business strategy and get focused.

The collaborative budgeting process can be spread over a couple of sessions to create a 12 month business budget and a set of KPIs to keep you on track.

I will upload the completed budget into your accounting system (that’s assuming you have one.… if not check out my Xero migration package!)

We'll have 3 monthly review sessions - each month we will walk through the process of reviewing your financial performance against the budget, with me mentoring you to understand and interpret your financial data.

At the end of 3 months you’ll be flying solo for the remaining 9 months and we will get back together at the end of the 12  months for a follow up session

How much?

£1,200

 due in 3 monthly instalments

I will never charge you for a chat or a question.  Instead, I will listen to you and value the trust that you put in me to support you on your business journey.

Schedule a free call to discuss your business needs.  A chat over the phone or virtual meeting can be arranged, whatever works best for you.