Digital accounting and automation

Xero accountants in Cheltenham: digital accounting that runs itself

Chartered accountants in Cheltenham who run on Xero and automation. Bank transactions, bills and receipts flow in on their own, approvals and payments run through connected apps, and you see your numbers live rather than months later. A Xero Silver Partner that runs its own practice on the same tools.

Who we help:Moving from desktop softwareNew businessesGrowing teamsSpreadsheet users

What we set up

Xero, set up for your business

Bank feeds and automatic rules

Bills and receipts read automatically

Payroll

Live Power BI dashboards

Included fromCore +setup quoted separately

Problems we solve

Sound familiar?

Software should save time. Badly set-up software usually costs it.

“We’re still on desktop software or spreadsheets.”

How we help

We move your history across, set Xero up for your business and train whoever uses it.

“Our Xero file is a mess.”

How we help

We review the chart of accounts, tidy the coding and fix bank feeds so the figures can be trusted.

“Receipts and bills get lost.”

How we help

A receipts and bills app that captures everything and posts it to Xero automatically.

“We have too many apps that don’t talk to each other.”

How we help

We recommend a small, joined-up set of apps and connect them properly.

What we do

We automate the routine work around Xero so your books stay current without anyone keying them in, then recommend, cost and implement each app ourselves.

Migration

Your data moved from desktop software or spreadsheets with balances that agree.

Opening balances checked
History brought across
Old system closed down cleanly

Setup and training

Xero configured for how your business works, not the default template.

Chart of accounts and tracking
Bank feeds and rules
Training for your team

Integrations

The apps around Xero that take the manual work out of bills, payments, approvals and reporting.

Bills and receipts captured and coded automatically
Approvals, payments and invoice chasing automated
Live dashboards from your own Xero

Your app stack

Joined up around your ledger

A typical setup: bank transactions, bills and receipts flow into Xero automatically, payments and approvals run through connected apps, and live dashboards come back out.

ApronBills and receipts

XeroYour ledger

Power BILive dashboards

How it works

What working with us looks like

A free first call

Twenty minutes on what you need and what is not working. If you don’t need us, we’ll say so.

A review of your setup

What you use today, what is working, and what is not.

A recommended stack

The apps we suggest, what they cost and what they save.

Implemented for you

Set up, connected and handed over with training.

The same month, twice

Xero is the ledger. It is not the reporting.

Both of these are built from identical figures for a fictional Gloucestershire contractor. One tells you what happened. The other tells you what to do about it. Switch between them.

Profit and loss — September

Account	Month	Year to date
Sales — contract income	182,400	948,700
Materials	71,900	352,100
Subcontractor costs	39,300	188,400
Plant hire	8,100	41,600
Gross profit	63,100	366,600
Wages and salaries	24,600	147,300
Motor and travel	5,200	29,800
Premises	4,100	24,600
Insurance	2,300	13,800
Other overheads	5,600	34,100
Net profit	21,300	117,000

All correct, all useful at the year end, and it answers exactly one question: what happened last month. It will not tell you that anything is wrong, because nothing here is compared with anything.

Illustrative figures for a fictional business. Real reports are built from your own Xero data and shaped around the decisions you actually make.

Packages

Where this sits in our packages

Xero setup is part of getting started on any package. Ongoing support comes with Core + and above.

Corefrom £100/moYear-end accounts, tax returns and filings done early.Usually the right fitCore +from £250/moCore, plus bookkeeping and VAT kept current.Growthfrom £450/moManagement accounts and a meeting to talk them through.Finance Partnerfrom £850/moYour whole finance department on one monthly fee.

Compare what’s includedAll prices plus VAT

Questions

Common questions

Anything else, call us on 01242 226789.

Do we have to use Xero?

We work in Xero and recommend it for most small businesses. We will tell you if something else suits you better.

How long does a migration take?

Most take a few weeks, timed around a VAT quarter or year end to keep things clean.

Who pays for the apps?

Subscriptions are billed to you directly, so you own the data. We tell you the cost up front.

Do we ever need to post or drop off paperwork?

No. Documents come in through our secure client portal, accounts and returns are approved by e-signature, and receipts go straight from your phone into Xero. We train whoever uses the system day to day, and you are always welcome at Royal Crescent if you would rather talk in person.

Next step

Take the manual work out of your finance

Tell us what you use today and we will recommend a setup, show you what it saves and agree a fixed fee to implement it.

Phone — Mon–Fri, 9am–5.30pm

01242 226789

info@bpcpartners.co.uk

Switching from another accountant?

We handle the professional clearance and the handover.