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.
How much is Xero per month? See every UK plan and price.
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
More on moving to xero, answered
Is Xero enough on its own?
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.
Read the answerHow long does it take to switch accountants?
It depends on the records available, the systems involved and cooperation from your existing provider. We write for professional clearance and the records, agree what information and historical periods come across, set up 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.
Read the answerAre you a Xero Platinum Partner?
Yes. CASS is a Xero Platinum Partner, which reflects the volume of work we do in Xero and our experience supporting businesses that use it. It also means we can offer preferential pricing through CASS under our current subscription arrangements, confirmed with the VAT treatment and terms before you proceed. Taking a Xero subscription through CASS does not create an accounting engagement. Any additional services and support will be agreed separately.
Read the answerCan bookkeeping help me understand my cash flow?
Yes. Accurate, current bookkeeping gives you a much clearer picture of what is owed, what needs paying and how much cash is really available.
Read the answerCan I buy my Xero subscription through CASS?
Yes. We hold the subscription and bill you for it at our preferential pricing through CASS. We'll confirm the current price, VAT treatment and subscription terms before you proceed, along with your access arrangements and how a future handover would work. Taking a Xero subscription through CASS does not create an accounting engagement. Any additional services and support will be agreed separately.
Read the answer
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 different, so your price is built around your business and the services you need rather than put into a package. 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. You can build an indicative price online in a few minutes, and we'll verify the detail and confirm it on a short Discovery Call. No pressure. No obligation. Just honest advice from people who genuinely want to help your business succeed.
What our clients say on Google
Paul, Ali and the team are simply amazing. Every time I ask for help, someone comes back to me straight away, and I always feel supported. They take the stress out of accounts, explain things in a way I understand, and genuinely care about helping me get it right. Having an accountant like Paul gives me complete peace of mind, and that’s priceless when you’re running a business and wearing lots of hats.
Louise McCarthy
6 months ago
We are literally just signing up with CASS accounting but already we are seeing benefits for our business and have received such a brilliant level of service from our first enquiry to making our decision. We had met Paul at networking events and we could see how knowledgeable he was but also how friendly and supportive he is and this is exactly what we have received so far. The systems are so organised we know we are in very good hands and we are really excited about what this will mean for us and our business. It really does feel more than accountants, or more than the numbers as CASS say. As a smaller business, we feel we are missing on strategic support and feeling like we have a plan and already feel better about this. Thanks so much, Paul and team. We're really excited to be on board with you and for the future! Hope we're not too much work haha
Penny Kay
2 months ago
⭐⭐⭐⭐⭐ The team at CASS have made me feel welcome and at ease from day one. As a business owner, having people I can trust to take care of the accounting side of things takes a huge weight off my shoulders and gives me more time to focus on growing my business. Professional, approachable and supportive—I couldn’t recommend them highly enough. If you’re looking for an accountant who makes everything feel less daunting, you’ll be in great hands with CASS!
Anthony Fletcher
3 weeks ago