Xero Accountants

Xero cloud accounting software provides flexibility and agility, giving you a real-time view of your business finances anytime, anywhere so that you can manage your cashflow and business accounting with ease.

As certified Xero accountants we aim to provide you with a truly comprehensive service, handling everything from start to finish to keep things simple and straightforward for you. We set up your business on Xero, show you how to get the most from its features and provide ongoing support to troubleshoot any issues.

Xero’s software is supported by an ‘app ecosystem’ – around 800 software packages that share data and information with Xero to fulfil specialist functions. Apps include payment solutions, workflow and project management tools, CRM systems, point of sale facilities and many more. Our app advisory service helps you choose the apps you need to run your business the way you want to. The great advantage of working this way is that you can add or remove apps if a better option comes to market or your needs change – you are not limited to the facilities within your core accounting software.

How Xero and WMT help you run your business

Manage your business finances

Login from anywhere and see your up-to-date financials. The easy-to-use dashboard displays bank balances, invoices, bills, and expense claims. Track your sales and purchases, see your bank feed, and generate interactive reports in real-time.

Save time with intuitive and scheduled invoicing

Customising your sales invoices using Xero’s invoice templates means you can create new invoices quickly and efficiently. Create a schedule to automatically generate regular invoices. Send invoices from within Xero, get updates when they’ve been opened, and give reminders. Create and manage quotes with a couple of clicks.

Process payments

Schedule payments and batch pay your suppliers. Claiming personal expenses is made easy – just take a photo of your receipts with your smartphone and process it through an easy to use app.

Manage your business on the move

Work anywhere at any time with 24/7 access on PC or Mac and by using Xero mobile apps for iPhone, iPad, or Android smartphones.

Easy bank reconciliation

Once your bank feed is set up, your bank statements are imported and categorised automatically. This includes credit card statements and PayPal notifications. Xero now supports transactions in over 160 foreign currencies.

Real-time collaboration

You can invite an unlimited number of people to work on your financials as a team and control what they see. This means we can give you timely advice so you can make prompt decisions backed up by real time information.

Secure and up-to-date data

Your records are instantly and automatically updated, while Xero’s hosting and service delivery infrastructure ensure the highest level of security.

How we get you started on Xero

• Enter your business’ details;
• Create your profit and loss account and balance sheet;
• Set up your bank feed, so your latest transactions are imported automatically;
• Provide you with a bookkeeping guide to ensure your entries are accurate and consistent;
• Set up your standard sales invoice;
• Provide you with personalised face-to-face Xero training and telephone support.

We can manage your bookkeeping for you or simply monitor your financial position from time to time, and be on hand to answer your queries. This means we can spot and avoid accounting inaccuracies as well as immediately address any concerns as they arise.

WMT’s Xero packages flex around your business needs, so you can choose different levels of support at a fixed monthly price for easy cash flow management. Our Xero service seamlessly integrates with our management accounts, annual accounts, and bookkeeping services, giving you peace of mind and freeing you up to focus on running your business.

Get in touch with our accounts team below to find out more about what they can do to help you.