Bank reconciliation
Bring bank activity into one place and establish a regular process for matching and reviewing transactions.
Software we support
Xero accounting support for UK businesses
Choose, set up and use Xero with practical support from accountants who understand the records, controls and reports behind the software.
Xero may suit businesses that need
- Cloud access for owners and advisers
- Flexible reporting and connected apps
- A structured bookkeeping workflow
The essentials
Cloud accounting that connects the day-to-day work
Xero is a cloud accounting platform for invoicing, bank reconciliation, expenses, reporting and digital record keeping. It can provide a clearer view of business finances when the chart of accounts, bank feeds and everyday processes are configured around the way your business actually operates.
Software alone does not guarantee reliable accounts. We help establish sensible routines for entering information, reviewing transactions and sharing records so that Xero supports decisions as well as compliance work.
Useful capabilities
What Xero can help you manage
The features you use should follow a clear finance process rather than adding unnecessary complexity.
Sales and invoicing
Create and track invoices, monitor amounts due and keep customer activity connected with the accounts.
Expenses and purchases
Record supplier costs and supporting documents consistently, with suitable review and approval routines.
Reporting and VAT
Use current records to support management reporting, VAT processes and conversations about business performance.
Accountant-led support
How Makesworth supports Xero
Makesworth can support a new Xero setup, a move from another system or an existing file that needs a clearer structure.
Selection and review
We assess whether Xero fits your business structure, transaction profile, reporting needs and wider systems.
Setup and migration
We help organise opening information, configure core settings and plan a controlled move from existing records.
Workflow guidance
We help define practical routines for invoicing, expenses, bank reconciliation and document sharing.
Ongoing accounting support
We can use the resulting records for bookkeeping, VAT, accounts and useful management conversations.
A practical process
A clear route from review to everyday use
Review
We discuss your current records, reporting needs, team responsibilities and the problems you want the software to solve.
Plan
We agree a proportionate setup or migration plan, including responsibilities, timing and the information required.
Configure
We help configure the essential workflow, opening information and relevant connections before routine use begins.
Support
We help your team build reliable habits and provide ongoing accounting guidance as the business changes.
Related accounting services
Build a connected workflow
Other software we support
Explore other accounting platforms and connected tools that may fit your wider finance process.
Common questions
Xero software FAQs
Answers about choosing, setting up and using Xero with Makesworth.
Can Makesworth set up Xero for a new business?
Yes. We can help configure the organisation, chart of accounts, bank feeds and practical routines needed for accurate day-to-day records.
Can you migrate existing accounts to Xero?
Yes. The migration approach depends on your current system, data quality and the amount of history required. We will agree the scope before moving information.
Can Xero support Making Tax Digital?
Xero includes digital record-keeping and VAT functionality. We can help configure the relevant workflow for the Making Tax Digital rules that apply to your business.
Can you review an existing Xero setup?
Yes. We can review coding, bank reconciliation, reporting, user access and connected apps, then prioritise practical improvements.
Do you provide Xero training?
We provide practical guidance focused on the tasks your team performs, such as invoicing, expenses, reconciliation and sharing records.
Can you support Xero remotely?
Yes. Because Xero is cloud based, we can support businesses across the UK through secure access and online meetings.
Discuss your software setup
Get more from Xero with practical accounting support
Book a free consultation to discuss your current records, software options and the support your team needs.
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