Xero Accounting Setup & Support for Agencies
Xero is a powerful tool, when it is set up properly. We configure it specifically for agency workflows so you get accurate data and useful reports from day one.
The challenges agencies tell us about every week.
If any of these read like your week, you're in the right place.
Your Xero file is a mess
Transactions in the wrong categories, bank feeds not reconciled, VAT codes all over the place. When the foundation is wrong, every report you pull is misleading.
01You are not using Xero to its full potential
Xero has powerful features, like tracking categories, repeating invoices, and project tracking, but most agencies only scratch the surface. You are paying for a tool you are not fully using.
02Migrating from another platform feels overwhelming
Moving from Sage, QuickBooks, FreeAgent, or spreadsheets to Xero sounds like a nightmare. You are worried about losing data or getting the transition wrong.
03This service is built for you if…
Four signs you're ready for proper xero accounting. If you tick most of them, let's talk.
- You use Xero but it is not set up for agency reporting
- You want proper project and client profitability tracking
- You need automated invoice reminders and bank feeds
- You are switching from another accounting platform
Everything you need, handled by specialists.
Each line in your monthly fee. No surprise add-ons.
Xero setup and chart of accounts configuration
We set up Xero with an agency-specific chart of accounts, tracking categories for departments or clients, and proper VAT coding from the start.
01Data migration from other platforms
We handle the full migration from your existing software, transferring opening balances, historical data, and customer/supplier records cleanly.
02Bank feed connections and payment integrations
We connect your bank accounts, payment processors, and invoicing tools so transactions flow into Xero automatically.
03Staff training and onboarding
We train your team on the day-to-day tasks, such as raising invoices, capturing receipts, and approving bills, so everyone knows their role in keeping the books clean.
04Ongoing Xero health checks
Regular reviews of your Xero file to catch errors, tidy miscategorisations, and ensure everything is reconciled and ready for reporting.
05App stack recommendations
We advise on the best Xero-connected apps for your agency: receipt capture, time tracking, project management, and payment processing.
06Starting from £200/mo
Exact pricing depends on your transaction volume and complexity. We quote a fixed monthly fee after a 15-minute discovery call — no surprises.
Things agencies ask us about xero accounting.
Xero Accounting Setup & Support for every agency type.
We tailor xero accounting to each vertical — from PPC agencies billing media to PR firms running retainers.
Get Xero working for your agency. Book a free setup consultation
15 minutes. No obligation, no hard sell. Just a genuine conversation about your agency's xero accounting.