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FOR SMALL BUSINESSES

Running a small business is a huge achievement, but learning the ins and outs of bookkeeping, digital tax and cloud accounting doesn’t need to feel overwhelming.

 

At Number-wise, we help sole traders and small business owners take control of their finances with clear, practical Xero setup and live training that gets you up and running confidently from day one. Whether you’re just starting out or want the reassurance of ongoing support, our hands-on approach means you understand why you’re doing things, not just how.

XERO SETUP + LIVE TRAINING FOR SOLE TRADERS & SMALL BUSINESSES

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STARTER
XERO SETUP + BASICS

Get up and running with Xero! We’ll set up your account and walk you through the basics, no confusion, no overwhelm.

PRICE: £179

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INCLUDES:

  • Pre-call data collection form

  • 60–90 min live call

  • Xero organisation setup

  • Custom basic chart of accounts

  • Invoicing + bills + bank reconciliation

  • Follow-up email with recordings & checklists

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IDEAL FOR:

Sole traders and new startups who just need to get started right.

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ESSENTIAL
XERO SETUP + FULL TRAINING

Everything in Starter, plus full training on invoicing, expenses, reconciling, and reports. Leave the call confident in your bookkeeping.

PRICE: £279 

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INCLUDES:

  • Everything in Basic

  • Pre-call setup and prep

  • Extra 30 min live call

  • VAT basics if needed

  • Practical exercises with the client in the system

  • Hubdoc set up and walk-through

  • Recording + checklists + quick reference guides

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IDEAL FOR:

Small businesses want confidence and independence in daily bookkeeping.​

PRO
XERO SETUP + ONGOING SUPPORT

Includes follow-up sessions and support for a month, so you’re never stuck and your Xero is

fully optimised.

PRICE: £449

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INCLUDES:

  • Everything in Essential

  • 2 follow-up Q&A sessions (30–45 mins each)

  • Email support for 14–30 days

  • Optional review of 1 month of transactions

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IDEAL FOR:

Business owners who want reassurance, accountability, and help through the first reporting cycle.

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HOW IT WORKS​
Step 1: Pre-call Prep

We collect the details we need so the session is tailored to your business.

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Step 2: Live Training Call

In a 90–120 minute live call, we set up your Xero account and show you exactly how to manage your everyday bookkeeping.

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Step 3: Follow-Up Pack

Receive a recording of the call, checklists, and quick reference guides so you always know what to do next.

XERO HEALTH CHECK 

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SMALL BUSINESS & SOLE TRADERS

Perfect for busy small businesses that want clarity fast.

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Get a concise review of your Xero accounting in under 90 minutes. We’ll check your bank feeds, invoices, bills, VAT setup, and chart of accounts.

 

You’ll receive a summary of findings with key recommendations and optional training to fill any gaps.

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Benefits:

  • Quick peace of mind for your finances

  • Ensure VAT and basic compliance are in order

  • Identify small errors before they become big issues

  • Optional quote for further training or support

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Price: £150–£250

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LIMITED COMPANIES & LARGER SME'S

Comprehensive review for businesses that need full visibility.

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Our Full Xero Health Check dives deep into your accounting system, including bank reconciliations, chart of accounts, aged debtors and creditors, VAT and PAYE compliance, payroll (if applicable), and RAG scoring for risk prioritisation. You’ll receive a detailed summary of findings and a tailored quote for additional training or support.

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Benefits:

  • Identify risks and errors in complex accounts

  • Ensure full HMRC compliance for VAT, PAYE, & payroll

  • Unlock actionable insights to streamline processes and improve cash flow visibility

  • Optional training to upskill your team and address gaps

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Price: £350–£600

SELF-EMPLOYED POWER HOUR

A 60-Minute Clarity & Strategy Session for New & Aspiring UK Sole Traders

WHO IT'S FOR

This Power Hour is ideal for individuals who:

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  • Are considering going self-employed but feel unsure where to begin

  • Have recently started and feel overwhelmed

  • Need clarity on tax, bookkeeping, or registration

  • Want expert guidance before making decisions

  • Need focused direction rather than a full programme

WHAT WE COVER DURING THE SESSION 

The session is tailored to the client, but may include:

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  • Registration steps and HMRC overview

  • Tax and National Insurance basics

  • Bookkeeping & Basic Allowable Costs

  • Business Banking

  • Workflow review and protection

WHAT'S INCLUDED

  • 60-minute live online session

  • Personalised advice tailored to your situation

  • Follow-up summary email with key action points

  • Resource recommendations

  • Opportunity to upgrade to Xero set up etc

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BY THE END OF THE POWER HOUR:

  • Feel clear and confident about next steps

  • Understand key business and financial basics

  • Have a defined direction for their business

  • Leave with a structured action plan

INVESTMENT

Power Hour Investment: £75

Limited availability each month.

Payment is required to secure the booking.

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