Bookkeeping
Xero bookkeeping
Full-service bookkeeping delivered inside Xero for UK companies and sole traders, using Xero's own bank feeds, MTD-ready VAT workings and reporting tools. The Xero organisation stays registered and billed in your name, and we work as the advisor you invite and can remove at any time.
Bank reconciliation summary
Illustrative client · August 2026
GBP
| Account | Difference | Status | ||
|---|---|---|---|---|
| Operating account··4821 | 184,220.16 | 184,220.16 | 0.00 | Reconciled |
| Reserve account··0937 | 60,000.00 | 60,000.00 | 0.00 | Reconciled |
| Company card··1006 | (12,418.52) | (12,418.52) | 0.00 | Reconciled |
| Card processor clearing | 8,905.40 | 8,905.40 | 0.00 | Reconciled |
| Payroll clearing | 0.00 | 0.00 | 0.00 | Reconciled |
Last weekly runFri 28 Aug, every account agreed to its statement.
Two open itemsTwo card receipts requested from you, marked on the card account until they arrive.
Illustrative. An example of the document, not a client's figures.
Why Xero, for UK businesses
Xero is the most widely used cloud ledger among our UK clients, largely because its bank feeds, VAT return, and MTD filing tools were built with UK compliance in mind from the start. We work inside the organisation you already hold, or set one up under your own subscription if you are starting fresh.
What full-service means here
Bank rules and app connections, Dext or Hubdoc for receipts, GoCardless or Stripe for payment feeds, are configured so coding gets faster the longer we work in the file. Monthly categorisation, reconciliation and close all happen inside Xero itself, using its native reports rather than exporting to a separate spreadsheet.
VAT inside Xero
Xero's VAT return report is kept accurate as we go, showing the figures a Making Tax Digital submission needs before the quarter even closes. You or your appointed UK agent review and submit through Xero's MTD-compatible filing; we prepare the return, we do not submit it.
Access, on your terms
We are added as an advisor at whatever permission level you choose, and you can remove that access at any time; the subscription itself is always billed to you, never bundled into our own fee in a way that leaves you without the file if you switch providers.
Moving into Xero
If you are migrating from Sage, QuickBooks or a spreadsheet, we bring across the chart of accounts, contacts, open invoices and bills, and opening balances, so monthly bookkeeping can start from day one without a gap in your history.
Xero's app ecosystem
Beyond receipts and payments, Xero's marketplace covers UK-specific needs such as construction job costing, property management and payroll integrations; where your business already runs one of these, we work with the connection rather than duplicating what it already does.
Questions
Frequently asked questions: Xero bookkeeping
Do we need to add you as our Xero advisor?
Yes, at whatever access level you choose, and you can revoke it whenever you like.
Can you migrate us from Sage or QuickBooks into Xero?
Yes, including the chart of accounts, contacts, open invoices and bills.
Does Xero handle Making Tax Digital for VAT on its own?
Xero is MTD-compatible software; we keep the return workings accurate inside it, and you or your agent submit through Xero.
Can you set up Xero's bank rules and automation for us?
Yes, we build bank rules for recurring, predictable transactions so routine entries categorise themselves correctly, while anything unusual still routes for a human review rather than being auto-approved. This cuts repetitive coding without letting an odd transaction slip through uncontrolled.
Do you use Xero's multi-currency feature if we invoice overseas customers?
Yes, where your Xero plan supports multi-currency we set it up so foreign-currency invoices and payments convert at the correct rate and any exchange gain or loss is tracked separately, rather than being absorbed silently into a UK sales account.
Do you need to be added as our advisor in Xero?
Yes, at whatever access level you choose, and you can revoke it at any time.
Can you move us from another platform into Xero?
Yes. We migrate the chart of accounts, contacts, open invoices and bills, and prior-period balances.
How is xero bookkeeping priced?
Pricing for xero bookkeeping depends on your transaction volume, the software you use, and how much cleanup is needed before ongoing work starts. Current ranges are published on the pricing page, and your exact fee is confirmed in writing before anything begins.
What software works with xero bookkeeping?
Xero bookkeeping runs inside Xero or Dext, whichever you already use. If you are not yet set up in either, we can configure a file in your name so you keep ownership of it once the engagement is under way.
Related services
- BookkeepingMonthly bookkeepingOngoing monthly bookkeeping: transactions sorted into categories, accounts reconciled and month-end reports delivered in the software you already use.
- BookkeepingQuickBooks Online bookkeepingFull-service bookkeeping delivered inside QuickBooks Online, in a file that belongs to you, using the app connections and reports the platform already offers.
Industries
- Ecommerce (Amazon and Shopify)Bookkeeping for online sellers on Amazon, Shopify, Etsy and their own storefronts, built around clean payout and sales tax data.
- Professional servicesBookkeeping for professional service firms such as engineering, architecture and IT consulting billing clients by project or retainer.
- HospitalityBookkeeping for hotels, short-term rentals and hospitality operators reconciling booking platform payouts and occupancy-driven revenue.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.