Cloud Accounting
Xero & Cloud Accounting Support
Modern cloud accounting support for small businesses who want cleaner records, less paperwork and better visibility of their numbers.
Modern cloud accounting support for small businesses who want cleaner records, less paperwork and better visibility of their numbers.
Cloud accounting should not just be a place where transactions are dumped before the year end. Used properly, it gives you a clearer view of your business throughout the year and makes bookkeeping, VAT and accounts much smoother.
At Taxwise, we help clients move away from old-fashioned records, spreadsheets and paper files into modern cloud systems such as Xero, QuickBooks Online and FreeAgent. We are particularly experienced with Xero and can help with setup, migration, training, troubleshooting and ongoing support.
Whether you want to do most of the bookkeeping yourself or hand everything over to us, we can design a system that fits the way your business actually works.
We are partners and advisers for leading cloud accounting platforms, including Xero, QuickBooks Online and FreeAgent. We particularly love Xero for most limited companies.
We are Xero advisers and have completed Xero training and certification, so we understand how to set it up properly rather than simply switching it on. The aim is not just to have software. It is to have software that produces reliable numbers.
We love Xero for most limited companies because it is flexible, powerful and works well with bank feeds, VAT returns, receipt capture and a wide range of add-ons. That said, some clients are better suited to FreeAgent or QuickBooks Online.
If your current system works well, we will not move you without good reason. Our advice is based on what makes practical sense for your business, not on pushing one platform for the sake of it.
For clients with lots of purchase invoices and receipts, we can provide or recommend receipt capture software such as Dext. This can reduce paperwork, speed up bookkeeping and help keep your records tidy.
Some clients upload and approve documents themselves. Others simply send everything to us and let us handle the processing. We are flexible.
Every business is different. Some clients want a fully managed bookkeeping service where we process purchase invoices, reconcile the bank, prepare VAT returns and keep the accounting records up to date.
Others prefer to do the day-to-day bookkeeping themselves, with us checking the records periodically, correcting errors and making sure everything is ready for VAT returns and year-end accounts.
Either way, we will help you build a process that is practical, reliable and not unnecessarily complicated.
When your bookkeeping is up to date, we can give better advice throughout the year, not just after the year end.
See how the business is performing, understand cash flow more clearly and avoid waiting until the year end to know where you stand.
Up-to-date figures help with VAT, corporation tax, dividends, director pay and wider tax planning. Surprises are easier to avoid when the records are current.
Cloud accounting lets us work with you throughout the year, so we can spot issues earlier and give practical advice before decisions are made.
No. Xero is our preferred system for many limited companies, but we also work with QuickBooks Online and FreeAgent.
Yes. We can help set up Xero, bring in opening balances, connect bank feeds and get the system ready to use.
Yes. We can review your Xero setup, correct coding errors, tidy up unreconciled items and make sure VAT and control accounts are sensible.
Yes. We can provide or recommend Dext, Hubdoc or Xero's own document capture tools depending on your needs.
Yes. We can show you the parts you need to use and keep things as simple as possible.
Whether you are starting from scratch, moving from spreadsheets, switching software or trying to fix an existing Xero file, we can help.