PERSONAL • PROFESSIONAL • PROVEN • PROACTIVE
Expert Xero & Sage Support in Warrington
Practical support for Xero and Sage - from setup and migration to training and bookkeeping support
Xero and Sage can make bookkeeping, VAT and reporting much easier when they’re set up properly and used consistently.
At Farrelly & Co, we help businesses implement, organise and maintain reliable cloud accounting systems such as Xero or Sage – including software setup, migrations, training and ongoing support – so your records are accurate and your finances easier to manage.
Xero & Sage Cloud Accounting Setup, Migration and Support
- Setting up Xero or Sage correctly from day one
- Moving from spreadsheets or another accounting system into Xero or Sage
- Cleaning up unreliable or disorganised bookkeeping records
- Streamlining invoicing, bank reconciliation and reporting processes
- Creating an MTD-friendly setup for record-keeping and submissions
- Ongoing support and training so your software stays easy to manage
Based in Warrington, supporting businesses across the UK through secure cloud accounting systems
What’s Included in Our Xero & Sage Accounting Support Service
Xero & Sage Setup and Optimisation
Chart of accounts structured clearly for accurate reporting
VAT settings configured correctly for how your business operates
User permissions and access set up appropriately
Practical workflows that are simple to maintain day to day
Bank Feeds and Reconciliation
We help configure bank feeds and reconciliation processes so your bookkeeping stays accurate, organised and efficient. This may include:
Connecting feeds correctly
Creating reconciliation rules to reduce manual work
Resolving common reconciliation issues
- Improving the reliability of your bookkeeping records
Invoicing, Expenses and Day-to-Day Bookkeeping
Clear invoicing workflows from quote to payment
Simple expense and receipt capture processes
Consistent bookkeeping routines for more reliable reporting
- Better visibility of cash flow and outstanding invoices
Making Tax Digital (MTD) VAT & Income Tax Support
We help businesses and individuals create reliable MTD-compliant processes for both VAT and Income Tax using cloud accounting software such as Xero and Sage.
VAT and Income Tax reporting workflows set up correctly
Digital records organised for smoother quarterly submissions
Support for MTD for Income Tax requirements for sole traders and landlords
- Ongoing guidance to help keep records accurate and compliant year round
Training and Ongoing Support
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Practical, jargon-free software training
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Day-to-day support when issues arise
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Ongoing reviews to improve accuracy and efficiency
- Guidance as your systems and reporting needs evolve
- Support adapting workflows as your business grows
Why Businesses Choose Farrelly & Co.
PERSONAL
A genuinely personal service built around your business, with tailored support and one dedicated point of contact
PROFESSIONAL
Expert support you can rely on.
Accurate, compliant work delivered to the highest standard
PROVEN
Experience you can trust.
Decades of insight supporting businesses at every stage.
PROACTIVE
Guidance that keeps you ahead.
Clear advice, reminders and insight before deadlines and decisions.
What You’ll Get
Cloud accounting systems configured around your business
Clear processes that reduce admin and improve consistency
More accurate bookkeeping and cleaner reconciliations
Reliable VAT-ready records and reporting workflows
Better visibility of cash flow and business performance
- Ongoing support as your systems and reporting needs evolve
Xero & Sage Support FAQs
Can you set up Xero or Sage Accounting from scratch?
Yes. We’ll set up Xero or Sage properly from day one — including your chart of accounts, VAT settings, user access, and practical day-to-day workflows.
Can you migrate me to Xero or Sage from spreadsheets or another system?
Yes. We can migrate your records from spreadsheets or existing software, clean up data and manage the transition carefully so your records stay accurate and organised.
My bookkeeping is messy — can you fix it?
Absolutely. We can review your Xero or Sage setup, tidy reconciliations, correct bookkeeping issues and improve workflows so your records become more reliable and easier to manage.
Do you provide Xero and Sage training for me or my team?
Yes. We provide practical, jargon-free training so you and your team can use Xero or Sage confidently for invoicing, bookkeeping and day-to-day financial tasks.
Will Xero or Sage help with VAT and Making Tax Digital (MTD)?
Yes — when configured correctly. Both Xero and Sage support MTD-compliant VAT and Income Tax workflows, helping you maintain digital records and manage submissions more accurately and efficiently.
Do you offer ongoing Xero and Sage support after setup?
Yes. We provide ongoing support, reviews and process improvements to help keep your bookkeeping accurate, your systems organised and your reporting running smoothly.