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 and all the team at CASS are extremely knowledgeable and supportive with no question being any trouble to them. They've really helped us to structure our business and lay down great foundations for growth and have also given us so much time back to be able to concentrate on what we do best as they are the best at what they do. Would highly recommend.
Patricia Whan-Hatfield
a year 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
6 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
3 months ago