Phoenix - Your AI AssistantSet up your Xero account and show you how to use it
Delivery in
4 days
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What you get with this Offer
I will set up your Xero account from scratch and show you exactly how to use it, so you can keep your bookkeeping simple, organised and compliant.
This service is ideal for small businesses, sole traders and landlords who want a clean and easy-to-manage system without overcomplicating things.
What’s included:
• Full Xero account setup or review of existing setup
• Chart of accounts tailored to your business
• Bank feeds connected and checked
• Transactions importing correctly
• Simple reporting set up (income, expenses, overview)
• 1:1 walkthrough session to show you how to use Xero confidently
I’m an AAT Licensed Bookkeeper and Xero Certified Advisor, and I focus on keeping things clear, practical and easy to maintain.
You’ll come away with a fully working system and the confidence to manage your bookkeeping going forward.
If you’re unsure whether this is right for you, feel free to message me before purchasing
This service is ideal for small businesses, sole traders and landlords who want a clean and easy-to-manage system without overcomplicating things.
What’s included:
• Full Xero account setup or review of existing setup
• Chart of accounts tailored to your business
• Bank feeds connected and checked
• Transactions importing correctly
• Simple reporting set up (income, expenses, overview)
• 1:1 walkthrough session to show you how to use Xero confidently
I’m an AAT Licensed Bookkeeper and Xero Certified Advisor, and I focus on keeping things clear, practical and easy to maintain.
You’ll come away with a fully working system and the confidence to manage your bookkeeping going forward.
If you’re unsure whether this is right for you, feel free to message me before purchasing
What the Freelancer needs to start the work
• Access to your Xero account (or we can set one up together)
• Access to your business bank account for bank feed connection
• A brief overview of your business (what you do, how you earn income)
• Any existing bookkeeping records (if applicable)
• Details of any specific requirements (e.g. VAT, rental income, payroll)
Once I have this, I can begin setting up your system and keep you updated throughout