annabel
xero support
switch to Xero - set up and support without the stress
Whether you’re a sole trader, small business owner, landlord, or simply running your household finances more efficiently, moving to Xero can be a game-changer for MTD compliance and for day-to-day clarity. At annabel, our Xero-certified consultants act as the PA to your accountant, hand-holding you through setup, training, and ongoing support so you feel confident, compliant and, most importantly, in control.
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We help you pick the right plan to suit your needs—whether you’re invoicing, tracking expenses, managing rental income, or doing it all. Already on Xero? We’ll review your setup and make sure you’re MTD-ready, including the changes due from April 2026.
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We’ll create a customised chart of accounts that fits your business, rental or household spending, so you can track what actually matters to you.
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We’ll connect your accounts to Xero, download and upload any historical data, and set accurate opening balances—so you start from clean, reconciled ground.
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We’ll build sensible rules and automations that reduce repetitive tasks. Less admin, fewer errors, more time back.
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From capturing receipts and reconciling transactions to preparing quarterly tax summaries and year-end handoverpacks—we’ll set you up for full MTD compliance.
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Want to send invoices, track bills, or generate simple reports? We can show you how—or do it for you. Your choice.
who is this for?
We work with:
✓ Sole traders with business and/or rental income
✓ Small businesses across services, trades and creative industries
✓ Landlords and private clients wanting to manage household expenditure efficiently
✓ Anyone new to bookkeeping or cloud software who wants to reduce admin and stay on top of finances
Whether you’d like to DIY with support or have us complete the end-to-end setup and walkthrough, we’ll make Xero work for you.
how it works
simple, staged, supportive
fill in the discovery call form
We just need a few details from you.
discovery call (free, 15 mins)
Tell us more how you work today and what “good” looks like so we can understand your goals and digital comfort levels.
agree terms of engagement
Based on the level of support identified in the discovery call we then issue our terms of engagement for your approval.
set-up & tidy-up
We configure your chart of accounts, connect banks, import history and set opening balances.
rules, categories & paperwork flow
We create bank rules, categories and a clean filing flow for bills, receipts and invoices.
training & handover
Short, practical training tailored to you (screen-share via Teams or in person). Cheat-sheets included.
quarterly check-ins (optional)
Light-touch reviews to keep you MTD-ready and your books tidy year-round.
our fees
£60/hour + VAT
further reading
