Moving to digital records for MTD but want to stay in control?
We’ll set Xero up properly and show you how to use it with confidence.
Who this is for
This service is ideal if you:
- Need to move to digital records for Making Tax Digital (MTD ITSA).
- Want to do your own bookkeeping day‑to‑day.
- Are currently using spreadsheets or paper records.
- Want reassurance that everything is set up correctly and compliantly.
You don’t need to become an expert in Xero — you just need it set up properly.
How we can help
We’ll help you get Xero set up in a way that works for your business and meets HMRC’s MTD requirements. This typically includes:
- Setting up Xero correctly for MTD.
- Configuring the chart of accounts for your business.
- Connecting bank feeds and setting up basic rules.
- Showing you how to record day‑to‑day transactions.
- Making sure you understand what to do — and when.
You stay in control of your bookkeeping.
We make sure everything starts off right.