Xero & FreeAgent Setup and Support 

Xero & FreeAgent Setup and Support 

So why do we need software in the first place? 

Cloud accounting should make business easier — not more confusing. 
 
We help you get set up properly on Xero or FreeAgent, with clear training and ongoing support so you can feel confident using your software day to day. 
 
Whether you’re brand new to digital accounting or switching from a different system, we’ll guide you through everything in a friendly, simple and supportive way. 

Why Proper Setup Matters 

If your software isn’t set up correctly from day one, your bookkeeping becomes messy, reports become unreliable, and MTD submissions can go wrong. 
 
We make sure everything is done properly — meaning clean records, accurate data and stress‑free submissions. 
 
What We Help With 
Complete software setup and configuration 
Moving you from spreadsheets or old systems 
Setting up bank feeds 
Creating invoice templates 
Setting up users and permissions 
Adding tracking categories 
Teaching you how to use your dashboard 
Training sessions at your pace 
Fixing messy or incorrect setups 
Ongoing support when you need it 

Why We Recommend Xero and FreeAgent 

Why We Recommend Xero and FreeAgent 

Both platforms are powerful, HMRC‑recognised and easy to use — ideal for small businesses who want clarity and control. 
 
Xero is perfect if you need: 
A full suite of bookkeeping tools 
Payroll integration 
Powerful reporting 
Project tracking 
Multi‑user collaboration 
 
FreeAgent is ideal if you: 
Bank with NatWest, RBS or Mettle (free licence!) 
Want something simple and intuitive 
Are a sole trader or small limited company 
Prefer a clean, straightforward interface 

Ready to get Xero or FreeAgent set up the right way? 

Ready to get Xero or FreeAgent set up the right way? 

We’ll configure everything for you and support you step by step.