Xero and the app stack

Xero, set up properly from day one

Migration, setup and integrations from a Cheltenham Xero Silver Partner that runs its own practice on the same software. Xero is the ledger; the apps around it do the heavy lifting.

Who we help:Moving from desktop softwareNew businessesGrowing teamsSpreadsheet users

What we set up

Xero organisation and chart of accounts

Bank feeds

Bills and receipts app

Payroll

Reporting and 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 recommend the apps that suit your business, explain the cost and benefit, and implement them.

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

Bills, receipts, approvals and reporting apps connected around Xero.

Bills and receipts capture
Approval workflows
Power BI reporting

Your app stack

Joined up around your ledger

A typical setup: everything flows into Xero, and your reporting comes back out of it.

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.

Will you train our staff?

Yes. We show whoever uses it day to day how to get the most from it.

Next step

Get your software working for you

Tell us what you use today and we will recommend a setup and 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.