Xero Implementations

Simple switching, with Xero hassle

Make your move to the cloud...

Xero is the world’s leading cloud accountancy platform, offering a host of cost and convenience benefits over traditional accounting software, as well as the opportunity to gain better control of your business.

And, as one of the only Xero platinum partners in the Midlands, we’re perfectly placed to help you make the switch in seamless fashion.

Our staff are ‘Xero Migration Certified’, meaning we are fully trained to bring clients on board who are currently using alternatives like Sage or Quickbooks.

And of course, if you’re not yet using any kind of accounting software, perhaps still relying on spreadsheet or a shoebox - we can get you started from scratch too.

Why Xero?

When you run your accounts on spreadsheets or outdated software, your data is often stored on one computer. Probably the one in your office.

With platforms such as Xero or Quickbooks, however, your numbers are stored online, in the Cloud. So you can access and update your accounts at any time, from any device with a mobile connection - and there’s no risk of data loss from damage or theft.

Moreover, you can share your data with your accountant in real-time. No need to print things off, send them over or drop them round any more - your advisor can see everything you can see.

That means more informed advice than ever before, and puts you in firm control of your finances once and for all.


While some popular desktop programmes now offer Cloud connectivity, Xero and Quickbooks remain well ahead of the field. And with HMRC’s Making Tax Digital set to change the way businesses record their transactions, their flexibility is once again showing its value.

As a SaaS (Software as a Service) platform, Xero and Quickbooks' behind-the-scenes changes to comply with MTD will simply be available to users upon logging in.

Meanwhile, most users on Sage or other desktop applications, will be required to upgrade to the latest version of the software. This could cause compatibility issues, and therefore require further investment in your server hardware.

As Making Tax Digital evolves, more upgrades could be required later down the line, potentially incurring further costs just to keep pace. 


In our humble opinion, making the move to Cloud Accounting is a bit of a no-brainer. Not least because we can get your data switched over to the new platform in just a matter of hours.

Using a third-party conversion tool, we’ll extract all your core accounting data for the last two years (more if you wish) from your previous backup file, upload it into your new Cloud Accounting account, and do a full review to make sure you're set and ready to go.

We will then provide all the training and support you need to help you hit the ground running - and we guarantee you’ll never look back.

Want to switch to Cloud Accounting? Give our team a call on 0121 667 3882 or email us on and we will be more than happy to help.

Get in touch

Download your free financial KPI guide

Need help setting and achieving your goals? The KPIs listed in this guide will help provide the insight you need to keep your business growing. We can help you set your targets, track your data and report back through the provision of management accounts - a monthly or quarterly set of statements that put you firmly in control of your finances.

Insights from Inform

24 JUN 2024
Understanding your tax code
Tax codes are fundamental to the operation of PAYE. If your tax code is correct, you should pay the...
29 MAY 2024
Navigating HMRC Scam Letters: How to Spot a Fake
In today's digital world, fraudulent schemes - particularly those involving HMRC scams - are on the...
02 MAY 2024
Making use of your inheritance tax allowances
It is often said that inheritance tax (IHT) is a voluntary tax, and one that can be avoided if you...

Download your free financial KPI guide

Need help setting and achieving your goals?

The KPIs listed in this guide will help provide the insight you need to keep your business growing.

CTA pic