We are accountants Xero certified in advisor, migration and payroll.

Request your Complimentary Xero Review from your local Platinum Partners.

Xero Certified Accountants

Cloud-Based Accountancy Migrations From a Xero Platinum Champion Partner

Many businesses rely on legacy bookkeeping and accounting systems, with desktop-based software exposed to downtime, compatibility issues and data security risks.

A Xero demo is an excellent opportunity to explore the competitive advantages of switching to a market-leading, cloud-based bookkeeping system with a broad range of benefits:

    • Access to real-time reports and performance data remotely from any device.
    • Full MTD-ready software for seamless compliance with changing standards.
    • One-click filings, from corporation tax to VAT returns and PAYE submissions.

Our specialist commercial accountancy team can run through a full, no-obligation demonstration to help you decide whether Xero is the right software solution for your company.

We provide detailed advice about the functionality, reporting and integrations most relevant to your needs.

What we offer at a glance

Supply accounting software

Supply of Dext or Hubdoc (paperless receipt capture system) Optional

Software introduction training
Posting sales and purchase invoices

Posting expenses and cash transactions

Posting all business bank transactions
Reconciliation of business bank accounts

Posting credit card transactions and reconciling account

Reconciliation of cash account
Reconciliation of all other control accounts
Monthly journal entries
Making adjustments for foreign currency transactions
Accounting for accruals and prepayments
VAT reconciliation
Filing VAT returns
Debtor and creditor monitoring
Maintenance of fixed asset register

Quarterly management reporting – Profit & Loss account and balance sheet

Estimation of tax liabilities accruing
Reconciliation of the CIS accounts if applicable
Our fixed pricing structure means you will always know what you will pay upfront, so you can plan and budget.

Benefits of a Xero Demo Before Switching From Sage or Quickbooks

There are thousands of accountancy and bookkeeping software packages to choose from, but we believe that Xero is an ideal option for small and medium companies looking for streamlined, secure, and user-friendly accounting with an intuitive interface.

As a Xero Platinum Champion Partner, James Todd & Co has a comprehensive knowledge of all the ins and outs of the Xero system and can provide ongoing support with transitioning from any bookkeeping setup, including Sage, Quickbooks and many others.

We are currently supporting clients with Xero in Fareham and Xero demos across Portsmouth, Southampton, Crawley and Chichester areas.

Our account managers use Xero to collaborate with clients, collate your paperwork and figures in just a few clicks, and provide up-to-date advice, recommendations and analysis.

We can connect through the Xero HQ Dashboard, designed to make dialogue between accountants and their clients fast and efficient.

A demo is a first look at how Xero works, and how much administration time it can save you – from automatic bank feeds to AI-enabled reconciliations and smart, customised reporting.

What Is a Xero Demo Company?

James Todd & Co is an established commercial accountancy team with an exceptional reputation for client services, creative thinking, and a hands-on approach for company accounts in Chichester, Fareham and beyond to succeed and grow.

We partnered with Xero based on the business bookkeeping and accountancy software we feel is the best-in-class, providing the tools, resources and cost efficiencies to align with our ethos.

Alongside Xero demos to help explain what the software is all about, we are a certified provider of Xero Advisory services, Xero Migrations from older software systems, and Xero Payroll – from initial setup to ongoing management and on-time submissions.

Please get in touch to schedule a Xero demo at your convenience, delivered by one of our capable business accountants. They will be happy to answer any questions you may have or help you navigate the migration process from end to end.

Contact us now about our Xero Demo services

Request Xero Demo

Some words from our wonderful clients..

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"We have worked with Michelle and Kevin for many years. We were a small Partnership when we started using them for our annual accounts; as they grew as company so did we. With all their expertise and advice we turned our 500K turnover business into a 3.5 million Turnover business. They do our monthly management accounts and review and advise us on strategies to help us continually grow. The wide range of services they offer is amazing from Tax advice to Payroll and much more!"

- Danny Knight, Director, Knight Fencing Ltd. - client since 2007

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"Running your own business can be incredibly stressful, You need someone you trust who is on your side and who you can call whenever you need help or advice. I have that with James Todd & Co."

- Julia Haviland, Director, Brittain Marketing Services Ltd

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"James Todd & Co have been our accountants since 1997 and have provided excellent services throughout our time together. They have undertaken our CIS, Payroll, VAT and end of year accounts during this period and have been excellent throughout. They have a great team, all of which are a credit to the company."

- Steve Carder, Director, Facilities Fire Protection Ltd - client since 1997