At Partner, we work with all the main bookkeeping systems. But for most of our clients, we recommend Xero – the easiest way to keep all your business finance in one place.

You can take care of bookkeeping and accounts from any device, and automate many of the tasks that used to sap your time. Freeing you to put your energy into growing your business, without losing sight…or losing control…of the numbers.

For a small business owner, financial management is a balancing act. On the one hand, you need daily (even hourly) updates on your cash position, with the freedom to monitor and veto new expenditure. But on the other hand, you’ve got a business to run – so you can’t afford to get sidetracked by the minor details.

We recommend Xero to most of our clients because it strikes the perfect balance: plain and simple on the surface, flagging the most important issues…with smart tools for the micro tasks that you can delegate.

Better yet, you can access it through any device. So whether you’re at your desk, out on the road or lying on a beach, you’re always in control.

Here’s a quick snapshot of what you can do with Xero:

• See in real time who you’re paying…and who’s paying you
• Manage your bad debt risk by tracking overdue payments
• Keep track of cash, and manage bills to keep your account in the black
• Raise and share invoices instantly – get paid for call-out work on the day
• Set up recurring invoices for retainers and subscriptions
• Pay your bills on time, with a few simple clicks
• Record your receipts in the field – an easy way to claim expenses
• Publish your VAT Return, and file it with HMRC
• Track inventory and manage stock, to stay ahead of demand
• Run your own payroll, with all the required payslips and reports
• Add bank transactions to your books – reconciled once a day
• Track the time and money you invest by client or project

…And much more.

Xero is as simple or as detailed as you need it to be. So you can manage everything yourself, or work hand in hand with your bookkeeper, Finance Director…and with us, as your Xero Accountants.

Of course, it’s not the only accounting software available. We use all the main systems – so if you’re happy with something else, you can work with us without switching. But if you’re shopping around for a new system, we feel it’s a powerful and intuitive choice – as we’re sure you’ll agree when you see it in action…

Getting Started

Whatever system or workaround you’re using today, you’re going to see a world of difference with Xero. So let’s start by giving you a feel for the controls.

When you get in touch, we’ll give you a demo – walking you through the tools that will be most useful to you, without getting bogged down in the functions you’ll never touch.

We’ll also look at add-ons – apps that plug into Xero that can make it easier still to manage finances, your way.

Then, when you’re ready to go ahead, we can start the transfer. So whether you engage us as your accountants or not, you’ll have a custom-built, highly efficient system at your fingertips.

To request your free Xero demo, call Partner Accountancy on 01924 851841

Or click to send us an email