Getting started with Xero
New to Xero? Setting up Xero for the first time can feel overwhelming. Which settings should you choose? How should your accounts be structured? And how do you know everything has been configured correctly?
That’s where I can help.
I’m Angela Martin, and I provide a complete, hands-on Xero setup service, tailored to the precise needs of you and your business. I’ll manage the process from start to finish, configure your Xero accounts correctly, show you how everything works, and give you the personalised training and ongoing support you need to use it with confidence.
Get Xero set up properly from day one. No guesswork. Just, Xero set up and ready to use.
Xero tailored to your business
Xero is a powerful cloud-based accounting platform designed to help sole traders, limited companies and growing businesses to manage their finances efficiently.
Rather than taking a one-size-fits-all approach, I will configure Xero around the way your business operates, ensuring the system is set up correctly from the outset and tailored to your specific requirements.
Your Xero implementation can include:
- Initial consultation to understand your business, processes and requirements
- User access and permissions
- Complete Xero account setup and configuration
- Chart of accounts and financial settings
- Bank account feeds and integration with online payment platforms
- Smart bank reconciliation
- Dashboard configuration
- Customer, supplier and employee records
- Professional quotation, invoice and statement templates
- Automated invoice reminders to help improve cash flow
- Fixed asset register
- Bespoke financial reporting, including Profit & Loss, Balance Sheet, budgets, variance reports, month-end and year-end reporting
- Expense tracking and management
- Multi-currency configuration
- Payroll setup and configuration
- VAT reporting and Making Tax Digital (MTD) configuration
With extensive experience running a busy Xero practice, I have worked with hundreds of businesses across a wide range of sectors. This experience means I can quickly understand how your business operates, identify the most appropriate Xero solutions and ensure the system is configured to support your processes from day one.
Support after your Xero implementation
Once your new Xero accounts have been successfully implemented, you can get on with managing your Xero bookkeeping and day-to-day finance tasks. But what happens when you need a little extra support?
I provide ongoing, practical support to help you get the most from Xero and manage your business accounts with confidence. With a strong understanding of UK legislation and financial compliance, my practical, cost-effective solutions are more accessible and affordable than relying on an accountant for day-to-day support.
Angela Martin – fully managed Xero setup expertise
Personal, hands-on service
I have extensive experience implementing new Xero accounts across a wide range of businesses 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 new Xero account is complete. I provide tailored training and ongoing support to help you always get the most of Xero.
Implement Xero without the headaches
Don’t leave your new Xero accounts to chance. Let me implement your Xero accounts properly, giving you a fully configured system without the hassle of doing it yourself. With the safety of all the ongoing support you’ll ever need.
Ready to get started with 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.
