Xero Service
Xero support to transform your accounts
Xero is one of the world’s most successful Accountancy Cloud software solutions, tailored especially to small businesses and SMEs. And whilst it’s highly regarded for its simple interface and ease of use – a staggering number of businesses aren’t making the most of all it has to offer.
Lumina FD are a Gold Partner with Xero. Giving us an in depth, working knowledge of how it can best support your business. Whether you’re a business who already uses Xero, you’re planning to migrate from another accountancy programme, or your team simply needs some more support, we can combine a mixture of the below services to create a package that works best for your business.
Setting up Xero
A large number of businesses are expected to move to digital accountancy software as HMRC begins to enforce the new Make Tax Digital regime. The regime will mean that, eventually, all businesses will need to transition to an approved digital Accountancy software, of which Xero is one.
For new businesses and those migrating over to Xero, Lumina FD can assist with the initial set up and integration with your business, ensuring you’re well placed to make the most of the programme in the future – and be compliant with all elements of the Making Tax Digital legislation.
Review and refinement of Xero
Perhaps you introduced Xero some time ago, but you only use its basic features and wonder what efficiencies you’re missing. Or perhaps it hasn’t really been working well for you, and your team report that it’s not fit for purpose.
In either of these cases, we can examine the set up of your system, your related procedures, and provide an in-depth review of how you can better harness all that Xero has to offer. By refining your system (and Xero’s place within it) we can unlock efficiencies, integrate it more effectively with your existing systems, and give you a more accurate and cost-effective way to manage your accounts.
Xero training
We can deliver training in all aspects of Xero, on a one-to-one or one-to-many basis. Whether it’s to train new members of your team or upskill existing users of Xero – we can create a learning programme that efficiently delivers exactly what you need it to, no more, no less.
Bespoke Xero Services
We can also offer a combination of these to create a bespoke package that works best for your business. This will not only save you time, you’ll also benefit from feedback areas for continuous improvement. Overall, we give you tools and training on best practice financial planning and reporting – to give you a clear roadmap for growth.
Xero Setup
We handle data migration from your current platform to Xero, customise your chart of accounts, and take care of all data importing and configuration.
Xero Training
Basic
We provide an introduction to your systems, covering how to create invoices, record payments, process sales, and manage basic accounts and reporting.
Advanced
We support cash flow management and forecasting, help you use tools and add-ons for project management, provide advanced management reporting, and assist with payroll and multi-currency management.
Xero Optimisation
We help troubleshoot mistakes, establish best practices, and ensure audit, information security, and data management compliance.