Phoenix - Your AI AssistantSet up your Xero chart of accounts and import your transactions
Delivery in
3 days
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What you get with this Offer
Starting fresh in Xero or inheriting a messy setup? I'll build a clean chart of accounts tailored to your business and get your transactions imported correctly from day one.
What's included:
- Chart of accounts set up for your industry and business type
- Account types, tax rates and VAT codes configured correctly
- Tracking categories for department or project reporting (if needed)
- Bank transactions imported via CSV
- Sales invoices imported in bulk
- Purchase bills imported in bulk
- Opening balances and conversion date set
- VAT settings configured for MTD
I've built full Xero setups for a UK CIS plumbing contractor and a UK digital marketing agency — both with industry-specific charts of accounts, correct VAT treatment and clean transaction imports. Both case studies are available to view before you order.
Ideal for:
- New businesses setting up Xero for the first time
- Businesses migrating from spreadsheets or another system
- Accounting firms needing a clean client file set up quickly
Message me first with your business type and transaction volume so
I can confirm scope.
What's included:
- Chart of accounts set up for your industry and business type
- Account types, tax rates and VAT codes configured correctly
- Tracking categories for department or project reporting (if needed)
- Bank transactions imported via CSV
- Sales invoices imported in bulk
- Purchase bills imported in bulk
- Opening balances and conversion date set
- VAT settings configured for MTD
I've built full Xero setups for a UK CIS plumbing contractor and a UK digital marketing agency — both with industry-specific charts of accounts, correct VAT treatment and clean transaction imports. Both case studies are available to view before you order.
Ideal for:
- New businesses setting up Xero for the first time
- Businesses migrating from spreadsheets or another system
- Accounting firms needing a clean client file set up quickly
Message me first with your business type and transaction volume so
I can confirm scope.
What the Freelancer needs to start the work
Your business type and industry, Xero access, and your transaction
files (bank CSV, invoice list or bills) ready to import.