If you are new to XERO, we can set up your business in XERO to ensure you get the best of all of the options XERO has to offer.

Here at Hodge Bakshi we understand that not every business is the same, we will tailor make a solution in XERO which will be designed to give you the information you need.

Our XERO certified and specialised accountants, who are based in Cardiff, can provide the following services for businesses all across the UK:

  • Bookkeeping
  • Year end accounts
  • VAT return management
  • Conversion to Xero
  • Xero training

If you are already using XERO and you need help in getting the system setup then we can help you do this. Our XERO certified advisors have knowledge in a wide variety of businesses ranging from the small business to large multinational companies.

We are able to setup bank feeds so all of your transactions are securely entered into XERO. Most banks now offer the facility to feed directly into XERO. Speak to one of our XERO experts who will be able to advise you further.

XERO is Making Tax Digital for VAT compliant, so if you need VAT returns filed with HMRC then we can get these produced and filed for you through the XERO software package. For further details on Making Tax Digital for VAT please click here.

Transitioning from old software to XERO

We will help you make the transition from using your old record keeping processes to using XERO, whether that is manual record keeping or spreadsheets. We have experience of helping businesses transition from spreadsheets and paper-based accounting systems to cloud based packages such as XERO. Our XERO accountants and bookkeepers are significant experience in assisting clients with this.

Whether you are a small business, e-commerce company, landlord or medium/large limited company, we will be able to setup XERO to suite your business needs.

XERO Training

XERO training delivered by our trained certified advisors and accountants.

Whether you are new to XERO or have been using XERO for a while and just need some help and advice on how to use the software to maximise its effectiveness and efficiency.

We can offer bespoke XERO Training designed specifically for your business, you can use your own data (or demo data). We can either give you a full overview of the XERO package or we can give your training based on your specific needs.

The XERO training can be done in our Cardiff offices or remotely at a time and place that suites you.

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Hodge Bakshi Chartered Accountants & Chartered Tax Advisers / Hodge Bakshi are trading names of Hodge Bakshi Limited. Registered to carry on audit work in the UK and regulated for a range of investment business by the Institute of Chartered Accountants in England and Wales. Registered with The Chartered Institute of Taxation as a firm of Chartered Tax Advisers.

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