01418491721 getintouch@donnsheldon.co.uk

Looking for Xero fuss accounting?

Traditional bookkeeping software requires hours of sorting and tedious data entry. Together with the headache of preparing end of year accounts and tax return it’s no wonder many small business owners are overwhelmed by the hidden responsibilities of running a business. In a world where we are so connected online, this needn’t be a problem anymore. 

All your accounts can be managed seamlessly within the cloud. You can access your accounts anywhere and we can offer you real-time financial advice, you don’t even have to get out of bed! Xero connects people with the right numbers anytime, anywhere, on any device. We at Donn Sheldon are Scotland's fastest growing partner and we understand how to collaborate with you to grow and build your business. 

 

What is Xero? We're glad you asked... 

2 minute overview

Xero is simple, smart & secure software designed to make you, the small business owner love managing your finances. Xero runs in the cloud, meaning you have all your up-to-date account information at your finger tips, wherever you are. Invoice clients on the job, check inventory, process expenses, complete bank reconciliations, and if you hit a snag? Just contact your accountant straight from Xero and receive real-time financial advice whenever you need it. 

Bookkeeping doesn’t have to be painful

Having a passion for your business is essential. But we know that the hidden responsibilities behind running a successful business can very quickly become overwhelming. Your business is smart, fast and simple, you need an accounting software that can mirror this. Traditional accounting software like QuickBooks and sage are slow, unintuitive and chain you to your desk, they take time from you that is far better spent elsewhere in the business. What’s more, your accountant only gets to see your books once a year.

When your accounting software doesn’t meet the speed of your business, bookkeeping becomes a painful job and falls to the bottom of your to-do list. Many small business owners admit they put off looking at their accounts for weeks. Poor cash flow is one of the leading reasons for failure in business, which is why you need to be interacting with your finances daily. Tracking your inventory, completing bank reconciliations, paying your staff no longer means you have to be sat behind a desk. You also have real-time access to your accountant who can log-on remotely to help you complete tasks and asses your financial health. 

Xero makes doing business a pleasure and allows you to take control of your financial situation. Suddenly bookkeeping isn’t so painful and you can spend more time doing what you love.

  Get Paid Faster          Easily Track Your Inventory         Get Away From Your Desk         Collaborate With Us  
 

Get Paid Faster

 

 

 

 

Easily Track Your Inventory 

 

 

 

 

Get Away From Your Desk 

 

 

 

 

Collaborate With Us

 

 

Online invoicing allows you to send your clients invoices, the minute you finish the job. What’s more, Xero tells you when your customer opens the invoice and sends automatic emails to chase up any unpaid bills for you. 

       

Xero gives you real-time quantity and value of your inventory, giving you better control of what you buy and sell. Need to know which beer is selling best across your hotels? Just check your phone. 

       

Use the Xero mobile app to reconcile, send invoices or create expense claims from anywhere on any device. Go on that trip you wanted to go on. The numbers are wherever you are... unless you don't want them to be.

       

Have a question? Need some quick financial advice? Giving us access to your accounts in the cloud means we can quickly log on and take a look at your numbers, perfect for catching quick problems or spotting opportunities! 

 

    

Click here to see a full list of features 

 

Cloud

  

On The Move With Xero

‘The cloud’ you’ve probably heard a lot about it, not the Scottish kind that follows you round daily. The cloud is where all your data is stored, meaning that you can access it from any computer, aye-pad or aye-phone...see what we did there. 

How does the cloud benefit your business? And can you really rely on it? The cloud essentially eliminates the need to physically be at your desk or computer and your hard drive is no longer a central hub - no need to worry about backups, theft or upgrades.  Interacting with your bank balance, invoices, bills and expenses is just as simple as opening your favourite app.

Does someone else in your company need to access the books? No problem. You don’t need to send any large files or wait for them to get to the office. They can log in, and get a clear picture of the business finances.  Xero and Donn Sheldon are partners that save you time and money, adding real value to your business. Accounting software in the cloud is scalable, cost effective and easy to use.

Is it secure?

Your data is much safer within the cloud than on your computer. Computers are easily stolen or corrupted, the cloud is not subject to this. All your data is constantly backed up so you can’t lose it. You can instantly revoke or assign account access to members within your company. Xero offers excellent security for your accounts, only you're getting your hands on that hard earned cash.

Go mobile with Xero touch

 

 

Make bank rec your morning ritual

Get a clear picture of your business and start the day with bank reconciliation from anywhere – even from bed.

Job done, invoice sent, back on the road

Don’t wait until you’re back in the office – send an invoice as soon as the job is done while you’re out and about.

Chase overdue invoices from anywhere

Follow up those pesky outstanding invoices while you’re on the move, or over a coffee break.

 
Create expense claims on the go

No more hunting for receipts! It’s easy to take pictures of receipts on the go and create expense claims all from your mobile. 

               

 

From Zero to Xero                                                                                             

A smooth transition from Sage or QuickBooks

This all sounds great, right? If you're thinking that switching from your current accounting software is difficult. Think again.

The transition to Xero is so simple, conversion from Sage or QuickBooks is completely free. All you need to do is fill out one form and we do the rest. You'll log in to your brand new Xero account with two years of transactions ready and waiting. 

Won't it take me a long time to learn?

Xeros’ tagline is "Beautiful accounting software". Beautiful isn’t the B word we know you usually associate with accounting but with Xero this is accurate. The user interface on your computer, tablet or phone is incredibly easy to engage with and easy to use. The dashboard displays all your key information as soon as you log on. But don't take our word for it see what customers who switched have said in the video above. 

Of course we are going to give you a little bit of extra help. When you sign up with one of our packages we will get you trained up on everything Xero. Plus, Xero have created a whole host of tutorial videos to refresh your memory.  We're here to make sure you're getting everything right and maximising Xeros potential for your business. 

 

Features to love

Cashflow

           
 

 

Online Accounting 

Log in online any time and see up-to-date business financials – from anywhere                       

                

Inventory

Inventory items speed up invoicing while tracking sales and purchases                        

                

Dashboard 

See all your bank balances, invoices, bills and expense claims at a glance and add new transactions with a click

   

Automatic bank reconciliation

Xero imports and categorises your latest bank transactions. Simply click OK to reconcile

 

Smart Reports 

View and share interactive reports and budgets in real-time – no waiting until the end of the month

   

 

 Invoicing

 

 

       

 

 

 

Easy Invoicing

Create professional recurring invoices and receive updates when they're opened 

 

Quotes

Create and manage quotes and easily turn them into invoices when the work is done 

   

Invoice Reminders

Get paid with Invoice Reminders. Automatically prompt customers when an invoice is due and remind customers if invoices are overdue

Payments

         
   

Claim Those Expenses

Handle personal expenses - just review and approve receipts. Take a photo of receipts from your mobile and it's saved online

 

Enter Bills

Manage your cash flow by scheduling payments and batch paying suppliers

       

Payroll

         
   

Pay Your Employees

It's easy to pay your employees, reduce manual data entry and increase compliance with combined payroll and accounting

 

Submit Real Time Information

Make RTI submissions to HMRC easy. All it takes is a couple of clicks within Xero to ensure that your submissions are timely and correct

       

Mobile

             
   

Go Mobile

Use Xero's mobile apps to manage your business while you're on the move. Reconcile, send invoices and create expense claims-from anywhere

 

Paperless Leave Requests & Payslips

The Xero app makes it simple for employees to apply for leave and view their pay history- all from their mobile. Managers can view and approve or decline leave requests right in the app

        

 

                        

 

 

See our Packages 

Watch More Case Studies 


 

Xero control of your finances