How we work with Xero


Discover what a difference using Xero can make to you and your business

We are your Xero-expert guide

Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps.

We’ve been helping small business owners to make the transition to Xero for more than 10 years, so it would be fair to say we know how to get the best out of it for them, allowing them to feel like they have control of their business finances and get back to what they do best and start actively growing their business.

Wherever you are on your business growth journey, we can help you work smarter (not harder) using Xero, so you can take advantage of the benefits available straight away. As Xero Silver Partners, we are incredibly confident about these statements, and this is how we work.

Need help setting up from scratch and some training to get you going?


How we support you with Xero

A free month’s trial

If you’re not sure whether Xero is right for you, we can set you up with a free month’s trial so you can play around with Xero until your heart’s content and really test it out for your business. Have a look at our demo video below to find out more about the benefits of using Xero.

A free subscription for the first month

After your free trial or if you’re already keen to jump straight in, we’ll set you up with a fully live version and give you your first month free while you get used to exploring all the features.

Bite-sized training sessions

Our aim is to get you up and running with Xero straight away and can offer focussed training sessions over Zoom or in person. We’ll start with the basics, and using your own accounting records, show you how to use it and get the best out of for you. How many bite-sized chunks you need will depend on how much of Xero you plan to use and how much guidance you need. Most clients find our Xero Set Up and Go Training package enough to get them going.

Personalised conversion plan

Whether you are moving from paper records, spreadsheets, or another accounting software package, we can put a plan together to help manage the migration from your existing system to Xero to go smoothly.
If you’re moving from another accounting system, we can use the magical service from MoveMyBooks to bring your old data across in detail for historic transactions.

Online and Telephone support

Xero’s has excellent online support and if you’ve received a training session from us, we’ll give you 6 months of free telephone support after your initial training, most of our client queries we know the answer to so are in the best position to help. We want to help build confidence and banish those nerves so you can make the most of Xero

The right package for you

Once we know what package is best for you and your business, we’ll build a tailored package of services and monthly payment plan to support you going forward. You can choose to subscribe to Xero directly or via us, you can still share your accounting records with us so we can all be working on the same thing!

Find out how WBS Accountants use Xero to benefit your business