Bookkeeping & Xero

Yes. CASS is a Xero Platinum Partner, reflecting our extensive experience supporting businesses that use Xero.

Yes. Eligible clients may be able to obtain and manage their Xero subscription through CASS.

Yes. Xero plans can generally be changed as your business needs develop, subject to the features and terms available at the time.

Yes, up or down, as the business changes. We'll review it with you rather than let you drift onto the wrong plan — and if your volumes have dropped, we'll tell you to downgrade.

Yes, where Xero support is included in your service. Contact your CASS team and we will help.

You can do your own bookkeeping if you understand the records required, keep them current and are confident that VAT and accounting treatments are being handled correctly.

Yes. Preferential pricing applies to anyone who takes their subscription through us. There's no obligation to move your accounts across, and no minimum term beyond Xero's own monthly billing.

Yes, in almost all cases, and it takes minutes. Your organisation, history, bank feeds, users and settings all stay exactly as they are — only the billing moves. Nothing about your data changes and you keep full ownership of it.

Yes. Xero provides mobile apps for a range of everyday tasks, although some functions are easier to complete in the full browser version.

Bank feeds, bank rules, repeating invoices and document capture can remove a lot of repetitive bookkeeping. Integrations can automate more of the workflow where the business needs them.

Yes. Xero connects with many third-party applications for document capture, payments, expenses, reporting and industry-specific processes.

Selected Xero plans include multi-currency features. We will check whether this is needed when recommending a plan.

Yes. You can create and send branded sales invoices, track whether they are paid and send reminders.

No. Xero is the accounting core, but some businesses also need specialist systems for stock, projects, practice management, ecommerce or other operations.

Xero offers payroll features in the UK, with employee limits and functionality depending on the subscription. We can advise on the right setup.

Yes. Supplier bills can be entered, approved and monitored so you can see what is due and when.

Yes. Remote training allows us to work directly in your setup while sharing screens and demonstrating practical tasks.

Yes. Accurate, current bookkeeping gives you a much clearer picture of what is owed, what needs paying and how much cash is really available.

Xero allows you to invite your accountant or bookkeeper as a user so you can both work from the same accounting data. Access can be controlled through user permissions.

Yes. You can invite users and give them access appropriate to their role. They call be logged in and working at the same time

Yes. We regularly help businesses bring overdue records up to date. Catch-up work is priced as a one-off on top of the monthly fee, and it's on the pricing page with everything else — tell it how far behind you are and you'll see the cost before we start.

Credit control support can be discussed as part of your service. We will agree exactly what communication and follow-up you want us to handle.

Yes. We can identify errors, correct the records and put better processes in place so the information remains reliable.

Yes. We can review tax rates and historic entries and advise on any VAT return corrections that may be needed.

Yes. We can identify duplicates and remove or reverse them carefully without damaging the audit trail.

Yes. We can diagnose the problems, agree priorities and carry out a structured clean-up.

Yes. We will trace the difference, which may involve opening balances, duplicated feeds, deleted transactions or reconciliation errors.

Yes. We can review the reconciliation history, identify missing or duplicated items and correct the position.

Yes. We'll assess the work required and recommend the best approach.

Absolutely. We regularly help businesses catch up and get everything back on track.

Yes. We can review available integrations and help with setup where practical. Some systems may require support from the software provider or an integration specialist.

Absolutely.

Yes. We can help maintain customer balances, allocate receipts and provide information to support credit control.

Yes. We can transfer the relevant information and configure Xero around the way your business works.

Yes. We can plan and manage a migration from QuickBooks to Xero.

Yes. We can review your Sage data, agree what should be transferred and manage the move to Xero with as little disruption as possible.

Yes. We can use the available records to create a suitable opening position and help you move to a more reliable cloud-based system.

Yes. We can help capture, review and record supplier invoices using suitable cloud software and agreed approval processes.

Potentially, yes. We will discuss the level of support you need and whether a standalone arrangement is suitable.

Yes, where appropriate and agreed in advance.

Yes. Training can cover more detailed reporting, controls, tracking, workflows and other features relevant to experienced users.

Yes. We can turn up-to-date bookkeeping into regular reports and practical insights through our Strategic Review & Insights service.

Yes. We recommend apps only where they solve a real problem and fit the way your business works.

Yes. Regular bank and credit card reconciliations are an important part of making sure your records are complete and accurate.

Yes. We can assess settings, accounts, bank reconciliations, tax rates, user access and reporting to identify improvements.

Yes. We configure Xero around your reporting needs, processes and responsibilities rather than relying on a generic setup.

Yes. We can arrange the appropriate access and subscription transfer where needed.

Yes. We can work alongside internal staff or another bookkeeper, with clear responsibilities agreed from the outset.

Yes. Whether you're starting from scratch or already have records in place, we'll pick things up from where you are.

Our practice is built around Xero, so businesses using our ongoing accounting services will normally need to use or move to Xero.

Yes, we specialise exclusively in Xero because we believe it offers the best experience for our clients. If you’re not currently using Xero we can help move you across.

Yes. We can manage the move from your current software to Xero, including planning, data transfer, setup, checks and support after going live.

Yes. We can train several team members and tailor the session to their different responsibilities.

Yes, discounted subscriptions may be available to eligible clients. The exact saving depends on the plan and current Xero partner terms.

Yes. Training can be delivered one-to-one and tailored to the tasks you need to complete.

Yes. We support a range of organisations, including social enterprises. We will first make sure our experience and service are suitable for your particular requirements.

Yes. Ongoing support can be included so you have someone to ask when questions arise.

Yes.

Our ongoing accounting and software support is centred on Xero. We can, however, help you migrate from QuickBooks, FreeAgent or another system to Xero.

CASS is a Xero-focused practice. We can help businesses move from Sage to Xero, but we do not provide ongoing Sage support.

Xero can connect to many banks and automatically import transactions through bank feeds, subject to bank availability and authorisation.

We use secure cloud tools that allow you to photograph, upload or email documents, reducing the need to keep and deliver paper records.

The timetable depends on the quality and volume of data, the system you are leaving and the complexity of your setup. We will provide a clear plan after reviewing it.

Usually a couple of weeks of elapsed time and very little of yours. We write to your existing accountant for professional clearance and the records, set up the software access, and agree a cut-off date so nothing falls between the two of us. You don't have to have an awkward conversation first and there is no need to wait for your year end.

This depends on your existing software, but we'll provide a clear plan.

HMRC and Companies House record-retention requirements vary depending on whether you trade through a company, as a sole trader or partnership, and on the type of record. Keep records for at least the statutory period that applies to you.

Xero subscriptions are priced on our pricing page along with everything else, with our Platinum Partner preferential pricing already applied — so you'll see the current price for the right plan rather than a figure that's gone stale. Tell it roughly how many invoices and bills you handle and whether you need payroll, and it works out which plan fits and what it costs.

At CASS, we update your bookkeeping daily, not just once a month. By keeping your records up to date throughout the month, you'll always have access to accurate financial information when you need it, rather than relying on figures that are weeks out of date. It also means any questions or issues can be identified and resolved much sooner, giving you greater confidence in your numbers and helping you make better business decisions.

We process your data on a daily basis to ensure your Xero is as up to date as possible

We aim to respond promptly, although timing depends on urgency, complexity and workload. Mark anything time-sensitive clearly and include the relevant deadline.

Yes. We use cloud technology to give clients faster access to information, simpler processes and better visibility over their finances.

Through us, yes — less than paying Xero directly, because Platinum Partners are able to pass on preferential pricing. You also get our Xero support alongside it rather than as an extra.

Xero is excellent at holding accurate records and showing you what is in them. What it cannot do is decide what should go in, check that it went in correctly, or tell you what the numbers mean for the decision you are about to make. Good software plus nobody looking at it is still nobody looking at it.

Xero uses established security measures, but users must also protect their accounts with strong passwords, multi-factor authentication and sensible access controls.

Absolutely.

Yes. We can start with the basics and build confidence at a comfortable pace.

We can keep your accounting records up to date, reconcile bank and credit card accounts, process transactions, manage customer and supplier records and provide regular financial information.

Typically, we need access to bank information, sales records, supplier invoices, receipts and details of any transactions that are not clear from the records.

When bookkeeping is behind, you can't rely on the accounting system to tell you current profit, cash commitments, customer debts or VAT. Decisions then start being made from the bank balance or incomplete information.

Xero is cloud accounting software that allows businesses and their advisers to work from the same up-to-date financial information.

A setup may include organisation details, financial settings, bank feeds, chart of accounts, invoice templates, users, opening balances and agreed integrations.

Keep sales invoices and the invoices or receipts supporting business purchases and expenses. Bank transactions on their own do not always explain what was bought or whether the cost has the correct tax treatment.

Bookkeeping is the ongoing process of recording and reconciling sales, purchases, bank transactions and expenses so the underlying financial data is complete and current.

A year-end or VAT quarter-end can be convenient, but it is not essential. We will recommend a suitable date based on your circumstances.

Ideally, set Xero up when the business starts or as soon as you decide to use it. Starting with clean opening balances and bank feeds is much easier than rebuilding several months of activity later.

For most small businesses it comes down to volume and payroll. If you raise a handful of invoices a month, an entry-level plan is usually plenty. If you're running payroll, dealing in more than one currency, tracking projects or processing a lot of bills, you'll need one of the higher plans. Our pricing page asks for those volumes and tells you which plan fits and what it costs — including if that's a cheaper plan than you're on now.

The right plan depends on your transaction needs, payroll, reporting and additional features. We will review your business and recommend the most appropriate subscription.

We believe Xero gives small and medium-sized businesses a strong combination of accessibility, automation, reporting and integration with other cloud tools.

Outsourcing gives you accurate, up-to-date records without taking time away from running your business. It also gives you access to an experienced team rather than relying on one person.

No. We'll safely transfer the relevant information.

We will agree what history needs to be transferred or retained before the migration. Some older information may remain available in your previous system or archive.

Your business information remains yours. We will explain subscription ownership, access and transfer arrangements clearly.

Absolutely. It's your organisation and your data. If you ever want to take the billing back or move elsewhere, you can, and nothing is held hostage.