Accurex Accounting Solutions Ltd - Xero Software Setup & Training Booking Form

Rebekah Scott

Rebekah Scott

Founder of Accurex Accounting Solutions | Helping Trades & Motor Businesses Thrive Visit Our Website

Meet Rebekah

Hi, I'm Rebekah, founder of Accurex Accounting Solutions. I specialise in helping construction and motor trade businesses take control of their bookkeeping, tax and finances without the jargon and confusion that often comes with accountancy services. Having worked with businesses across the trades, I understand the challenges that come with running a business while trying to stay on top of paperwork, VAT, payroll and HMRC requirements. My approach is simple: provide clear advice, practical support and proactive guidance so you can focus on running your business with confidence. Whether you're a sole trader just getting started or an established limited company looking for a more organised and supportive accountant, I'm here to help. At Accurex, we believe accountancy should be straightforward, approachable and built around your business—not the other way around.

Let's Talk About Your Business

1 Select Time & Date

RS

Xero Software Set-up for MTD and Xero Training
Rebekah Scott
Perfect for businesses moving from manual bookkeeping to digital. I’ll fully set...
Duration: 3 hours
RS

Personalised Xero Training
Rebekah Scott
A focussed 2 hour session taking you through all things Xero - from raising invo...
Duration: 2 hours

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2 Your Details

Xero Software Setup & Training Booking Form

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First Name*

Last Name*

Company Name

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Primary Email*

Please select how your business is currently set up, or going to be set up.

What industry does this business operate in?

Are you registered for CIS?

Financial year-end date? If you're a sole trader, this is 5th April by default. If limited, you can find the info on Companies House.

Which accounting software do you currently use?

How have you been keeping records until now?

How many months/years data will need migrated to Xero?

Which bank accounts/business accounts are used in the business? Please list ALL accounts used for business, even if it's a personal account.

Do you use PayPal, Stripe, Zettle, SumUp, Shopify, or other payment systems? (List all)

What do you need help setting up?

Chart of accounts

Bank feeds

Bank rules

Contacts tidy-up/import

Invoice branding

Opening balances

VAT setup

CIS setup

Tracking categories

Payroll

What do you want to learn in this session?

Invoicing

Bills

Bank reconciliation

VAT in Xero

CIS

Reporting

Bank rules

Chart of accounts

Other

If other, please specify

Will you be able to provide access to your current bookkeeping records before the session?

Please upload any documents you feel would help?

What is your goal for this session?

Anything else you'd like me to know before the session?

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