Moving to Xero
A smooth, fully managed move to Xero with minimal disruption and complete peace of mind.
Setting up Xero from scratch or changing accounting software can feel like a big step, but it doesn't have to be. We'll manage the process from start to finish, whether that's getting you a clean Xero setup or transferring your data, checking everything is accurate and making sure you're up and running with as little disruption as possible. Whether you're moving from Spreadsheets, Pen & Paper, Sage, QuickBooks, FreeAgent or another accounting system, we'll make the transition straightforward so you can start enjoying everything Xero has to offer from day one.
What's Included
Who It's For
Our Moving to Xero service is ideal if you:
- Want to move away from your current software.
- Are looking for cloud accounting.
- Need a hassle-free migration.
- Want confidence everything has been transferred correctly.
- Are ready to modernise your accounting.
Why Choose CASS?
We've helped many businesses move successfully to Xero. We'll manage the process from beginning to end, ensuring everything is transferred accurately and your business keeps running smoothly.
Frequently Asked Questions
See how we've helped businesses like yours
From Reactive Accounting to Proactive Business Decisions
Domestic Heroes moved from paper-based accounting and unexpected VAT bills to better financial visibility, improved forecasting and more proactive business decisions with CASS.
Read their story
From Feeling Kept at Arm’s Length to Having a Finance Team Behind the Business
See how CASS helped Jam-AV gain greater control over its finances, move from sole trader to limited company and build a finance function that lets the owner concentrate on running the business.
Read their story
From Sage and Spreadsheets to Live Financial Information
See how CASS helped Allect International replace Sage and spreadsheet-driven processes with an integrated Xero finance system, providing live information and a better foundation for business decisions.
Read their storyLet's Talk About Your Business
Every business is unique, which is why we don't believe in one-size-fits-all pricing. Whether you're looking for bookkeeping, payroll, tax support, Xero expertise or advice to help your business grow, we'd love to learn more about you. We'll discuss your business, answer your questions and provide a tailored quotation based on the support you actually need. No pressure. No obligation. Just honest advice from people who genuinely want to help your business succeed.
What our clients say on Google
Been with Paul and team a while now. They are really efficient an knowledgeable. I can forget about tedious paperwork and focus on the core element of my business. Would highly recommend.
Gurdip Singh
5 months ago
Absolutely fantastic service from the team at CASS, (especially Paul). Not only did they support us with our book-keeping/accounting and EPOS system, but they genuinely went above and beyond — even helping us out of hours and on a Sunday to get everything set up properly. Nothing was too much trouble, and their support has been a massive part of getting our pet shop up and running smoothly from day one. We couldn’t be happier with the service we’ve received and honestly couldn’t have done it without them. Thanks again Paul and the team at CASS — truly appreciated! X
Pet supplies Polesworth
4 months ago
Since starting our new business in 2026, Cloud Accounting Support Services has been fantastic. They have made everything so much easier to manage, and their support has always been there whenever we’ve needed help. We couldn’t have asked for a better accounting partner.
Andy Latham
a month ago