Migrate from Sage to Xero
Migrating from Sage to Xero can feel overwhelming. Which settings should you choose? How should your accounts be structured? And how can you be sure everything has been configured and migrated correctly?
That’s where I can help.
I’m Angela Martin, and I provide a complete, hands-on Sage to Xero migration service for sole traders, limited companies and growing businesses. From initial planning and data conversion through to Xero setup, testing and training, Angela manages the entire process from start to finish – giving you confidence that everything is set up correctly, without the hassle.
A smooth seamless transition. Accurate data. A new Xero system ready to use from day one.
Why move from Sage to Xero?
I proudly supported clients using Sage for several decades after the bookkeeping sector embraced computerisation. In 2010, I discovered the advantages of Xero – the innovative software-as-a-service platform. Xero offers a simpler, flexible and scalable alternative, with tools designed to make day-to-day financial management easier.
With Xero, you can:
- Access your accounts securely from anywhere, on any device
- Automate bank feeds and smart reconciliations
- Create invoices and track payments easily
- Collaborate with your bookkeeper or accountant in real time
- Making Tax Digital (MTD) compliant submissions
- Powerful reporting dashboards and cash flow insights
- Integration with business apps and software tools
- Secure cloud-based accounting with no on-site server required
For businesses looking for greater flexibility, easier financial management or a more scalable platform, moving to Xero can be a smart choice.
Angela Martin’s 12-point Sage to Xero migration service
1.
Establish a clear project plan
We agree a clear migration strategy, scope of requirements and timetable to ensure your project is delivered smoothly and efficiently.
2.
Review your existing accounting system
We assess your existing Sage processes, accounting processes, and reporting needs in detail.
3.
Configure your new Xero system
We configure your new Xero account around your business requirements, creating a fully tested prototype system tailored to your business needs.
4.
Extract legacy financial data
Your existing financial data is securely extracted from Sage.
5.
Transform data
We carefully cleanse, organise, and transform your data in Excel, ensuring it is ready for accurate import into Xero.
6.
Load data into Xero
Your financial data is transferred into Xero using established migration procedures.
7.
Reconcile and validate data accuracy
We run detailed checks and reconciliations to ensure the new Xero system matches your previous accounting records accurately.
8.
Improve reporting and processes
We identify opportunities to improve processes, reporting and automation within Xero.
9.
Connect external data points
Bank feeds and relevant third-party applications are connected and configured.
10.
Tailored training and support
You receive practical, tailored training so you and your team can use Xero confidently.
11.
Go live with Xero
We manage the transition to your new Xero system, whether through a phased parallel-running approach or a full ‘big bang’ migration, depending on your business requirements and risk profile.
12.
Ongoing support
After go-live, I provide tailored training and ongoing support to help you always make the most of Xero. As your experience develops, further enhancements and automation tools can be implemented to improve accuracy, reduce manual work, and save valuable time.
Angela Martin – fully managed Sage to Xero migration
Personal, hands-on service
I have extensive experience migrating businesses from Sage to Xero and personally manage each project from planning through to completion.
Xero set up for the way you work
Every business is different. I configure your new Xero platform to suit your operational processes, reporting requirements and way of working – not simply with one-size-fits-all settings.
No DIY learning curve
You don’t have to spend hours watching videos, or working your way through tutorials, just to get started. I provide friendly, hands-on support throughout your Xero implementation.
Training and ongoing support
The support doesn’t stop once your migration to Xero is complete. I provide tailored training and ongoing support to help you get the most from Xero.
Switch to Xero without the headaches
Don’t leave your migration from Sage to Xero to chance. Let me manage everything from start to finish for a smooth seamless transition. You’ll have a fully configured, ready-to-use Xero system, without the hassle or uncertainty of doing it yourself.
Ready to make the move from Sage to Xero? Get in touch today.
I’d love to hear from you
Email accounts@angelamartin.co.uk or fill in our form.
Phone 07917 861146. Please leave a message if I’m unable to answer, as I may be training or working with a client. I’ll get back to you as soon as I can.
Office Hours
Monday to Friday 9am to 5pm (often longer).
By submitting your details, you are agreeing to our privacy policy.
Flexible Xero Training
There’s no ‘off-the-shelf’ Xero training here. I provide practical, tailored training specifically around your processes and your level of experience. My sessions are hands-on and one-to-one, delivered at a pace that suits you. I’m here to help you get the most out of Xero.
Flexible Xero Training
Get more out of Xero
Xero Bookkeeping Support
I’m a certified Xero advisor who knows the system inside out, but I’m also a real person who speaks your language. Think of me as an interpreter between the world of accounts and the day-to-day reality of running your business.
Getting started with Xero
You’ve chosen Xero for Making Tax Digital
Migrate from Sage to Xero
Migrate from QuickBooks to Xero
100% jargon free
I believe there’s no such thing as a silly question. My aim is to make Xero easier to understand, without the jargon or complexity. So, ask me anything! I’ll provide clear, practical guidance and help you feel more confident using Xero.
Helping you succeed with Xero
My enthusiasm for helping clients succeed remains at the heart of everything I do. Let’s get you using Xero with confidence, making the most of its features and getting better results from the way you work.
Angela Martin Certified Xero Gold Partner
I provide expert Xero training and Xero bookkeeping support to businesses, sole traders, limited companies and landlords. I also work in partnership with accountancy practices, supporting them and their Xero clients.
Angela Martin Xero – supporting businesses from Basingstoke, Hampshire
Located in Basingstoke, Hampshire – I support Xero users across Hampshire, Berkshire, Surrey, Oxfordshire and beyond, including Reading, Newbury, Andover, Winchester, Aldershot, Alton, Ascot, Bracknell, Camberley, Didcot, Eastleigh, Farnborough, Farnham, Fleet, Frimley, Godalming, Guildford, Hedge End, Hook, Maidenhead, Oxford, Petersfield, Portsmouth, Romsey, Slough, Southampton, Tadley, Thatcham, Woking and Wokingham.
Friendly Xero support wherever you are
As Xero is cloud-based, I can provide tailored one-to-one training, support, migrations and practical Xero advice wherever your business is located.
