QuickBooks not quite cutting it? There is a cleaner way.
A lot of businesses land on QuickBooks because it seemed like the obvious choice. Some find it works fine. Others find it is more hassle than it is worth — and the reports still do not tell them what is actually happening with their money. If that sounds familiar, there may be a better setup for you. Fees are scoped to your situation, Annabel is AAT Licensed, and every enquiry gets a response within one working day.
- Cloud books set up properly on Xero from day one, no loose ends
- Migration from QuickBooks handled cleanly — your data arrives intact
- Management accounts delivered within 5 working days of month close, every month
- Plain English reports that tell you what the numbers mean and what to do next
No long-term contract. If it is not working after three months, you leave with clean books and nothing owed.
Get a free quote
Scoped to your situation. Response within one working day.
What our clients say
★★★★★
Switched Accountants Without the Stress
“She has made the whole process of changing accountants so smooth and stress-free. Her step-by-step guidance and clear communication made everything easy to follow.”
★★★★★
Fixed Mistakes, Saved Thousands
“She has fixed so many lazy, unprofessional mistakes by my old accountant by being so meticulously thorough, offering amazing business advice & has saved me thousands.”
★★★★★
Set Mind at Ease From Day One
“Having never been self employed or a limited company before, the support and advice I have had has been extremely helpful and has set my mind at ease.”
★★★★★
Genuinely Cares, Meticulously Thorough
“I 100% trust Annabel & she proves time & time again why it was the best move for my business to switch to her.”
QuickBooks running, but the numbers still not making sense?
A lot of small businesses set up QuickBooks because someone said it was easy. Sometimes it is. More often, the reconciliations pile up, the reports look fine but mean nothing, and the month-end becomes something you dread rather than something you use. The software is not the problem. The setup usually is.
- QuickBooks running but month-end reconciliation is still a Sunday evening job
- Reports produced but no clear picture of whether the business is actually profitable
- Software in place but no accountant explaining what the numbers mean or what to do next
What properly set up looks like
Cloud accounting on Xero, set up correctly from the start or migrated cleanly from QuickBooks. Books that are current, reconciled and VAT-ready. And management accounts in plain English that tell you where you stand and what the smartest next move is.
- Books reconciled and current every month — no backlog, no Sunday evening catch-up
- Monthly management accounts in 5 working days, with commercial insight attached
- An accountant who explains the numbers and tells you what to do with them
- Fees scoped to your situation — no template tiers, no surprises
What clients say about switching to a better setup
Three verified Google reviews, all five stars. Different businesses, different situations — same experience of actually understanding their finances for the first time.
Working with Annabel has been fantastic. She has made the whole process of changing accountants so smooth and stress-free. Her step-by-step guidance and clear communication made everything easy to follow, even for someone who does not naturally “speak accounts.” Annabel’s energy, passion, and genuine desire to help people understand their business finances really shine through in everything she does. Her support and knowledge have been superb, and I now see her as a vital part of my business and its continued growth. Thank you, Annabel, for all your help; you truly live up to your company name!
I have recently had the pleasure of the wonderful service of Annabel, appointed as my bookkeeper and accountant. Having never been self employed or a limited company before, the support and advice I have had has been extremely helpful and has set my mind at ease knowing that any problems or queries I have will be handled or answered. Friendly, supportive and very quick to respond to any queries or sort advice. I would 100% recommend.
Cloud accounting that actually works for your business
Whether you are migrating from QuickBooks or starting fresh on Xero, here is what the engagement covers from month one.
Xero Setup and QuickBooks Migration
Your existing data migrated cleanly from QuickBooks — chart of accounts structured properly, bank feeds connected, opening balances reconciled. No data lost in transit, no messy workarounds. You start on Xero with a clean ledger and everything in the right place.
Included in onboardingOngoing Bookkeeping and VAT
Books kept current every month, not just at year-end. Bank feeds reviewed, transactions coded, VAT records MTD-compliant and ready to file. You know where you stand without having to ask.
Included as standardManagement Accounts in 5 Days
Monthly management accounts delivered within 5 working days of month close — not a spreadsheet export, but a clear picture of revenue, margin, cash position and what is driving each. In plain English, with commercial commentary on what to do next.
Delivered every monthConsistent across different businesses and situations
Small businesses from Bournemouth to UK-wide, across different industries and starting points. The through-line is the same: clarity where there was confusion.
Opened Eyes to How an Accountant Should Work
“I switched accountants to work with Annabel because I felt she truly cared about helping businesses to take control of their finances. She opened my eyes to how an accountant actually should work with you! She has fixed so many lazy, unprofessional mistakes by my old accountant by being so meticulously thorough, offering amazing business advice & has saved me thousands! She even went through my dad’s accounts who had been through liquidation & had a really tough time just because she cared & wanted to see if she could help. I 100% trust Annabel & she proves time & time again why it was the best move for my business to switch to her. I highly recommend her to anyone who is looking for someone who genuinely cares, who is meticulously thorough & offers great advice!”
Now a Vital Part of the Business
“Working with Annabel has been fantastic. She has made the whole process of changing accountants so smooth and stress-free. Her step-by-step guidance and clear communication made everything easy to follow, even for someone who does not naturally “speak accounts.” Annabel’s energy, passion, and genuine desire to help people understand their business finances really shine through in everything she does. Her support and knowledge have been superb, and I now see her as a vital part of my business and its continued growth. Thank you, Annabel, for all your help; you truly live up to your company name!”
Set Mind at Ease, Very Quick to Respond
“I have recently had the pleasure of the wonderful service of Annabel, appointed as my bookkeeper and accountant. Having never been self employed or a limited company before, the support and advice I have had has been extremely helpful and has set my mind at ease knowing that any problems or queries I have will be handled or answered. Friendly, supportive and very quick to respond to any queries or sort advice. I would 100% recommend.”
What makes this different from any other cloud accountant
Anyone can set up Xero. Fewer people can tell you what the numbers mean and what to do about them.
16 Years Inside Real Businesses
Annabel has worked at a strategic and operational level inside real businesses for 16 years — not processing numbers from a distance, but contributing to the decisions that grew them. When she looks at your Xero data, she is not just reconciling transactions. She is reading a business. That changes the quality of the advice.
Management Accounts in 5 Working Days
Every month, without exception. Cloud accounting is only useful if the data is current and interpreted properly. Management accounts land within 5 working days of month close — not when there is time, and not in a format that requires a degree to read. Decision-ready, every month.
Plain English, No Jargon, Ever
No overwhelming dashboards, no chart dumps, no report that tells you everything except what to do next. The numbers that matter are presented clearly, with commercial commentary that tells you where you stand and what the sensible next move is. Which is, frankly, the point of having an accountant.
Up and running on Xero in three steps
The migration from QuickBooks and the onboarding are handled by Annabel. Your job is to answer a few questions. Everything else is dealt with.
Free discovery call
A free, no-obligation 20 to 30 minute call. Annabel asks about your current setup — whether you are on QuickBooks, a spreadsheet, or something else entirely — and what is not working. No scripts. You get honest advice whether you become a client or not.
Tailored proposal
A proposal built around your specific situation — not a template tier. Migration scope, ongoing bookkeeping, management accounts, VAT. Clear fee, no surprises, and no charge for the scoping work itself.
Migration and handover
Annabel handles the QuickBooks migration, Xero setup and bank feed connections. Your previous data arrives intact, the chart of accounts is structured correctly, and opening balances are reconciled before anything goes live. You do not touch any of it.
Clean books from month one
From the first month, your books are current, your VAT records are MTD-compliant, and your management accounts arrive within 5 working days of month close. You know where you stand. Which is more than most business owners can say.
“I switched accountants to work with Annabel because I felt she truly cared about helping businesses to take control of their finances. She opened my eyes to how an accountant actually should work with you! She has fixed so many lazy, unprofessional mistakes by my old accountant by being so meticulously thorough, offering amazing business advice & has saved me thousands!”
Things people usually ask before getting in touch
Next Level uses Xero — can you still help if I am currently on QuickBooks?
Yes. If you are on QuickBooks and it is not working for you, migration to Xero is part of the onboarding. Your existing data comes across cleanly — chart of accounts structured properly, bank feeds connected, opening balances reconciled. If you want to stay on QuickBooks, that is a conversation worth having on the discovery call, but the honest answer is that Xero is what Next Level runs on, and it is a better fit for the way management accounts are produced here.
What does cloud accounting with Next Level actually cost?
There is no published pricing. Fees are scoped to your situation on the free discovery call — what software you are on now, how complex the migration is, whether you need ongoing bookkeeping, management accounts, VAT, or all three. You get a clear proposal before anything is agreed, and the fee does not change once the scope is set. No surprises, no upsells.
My QuickBooks records are in a bit of a state. Is that a problem?
Not an unusual starting point. The migration scope is assessed before any proposal is made, so if there is catch-up work needed, that is costed separately and honestly. Backlog clearance and compliance rescue are a regular part of what Next Level does — it is not a reason not to get in touch, and it is not a reason to be charged twice for work that should have been done once.
Is there a minimum contract or a lock-in period?
No long-term contract. If it is not working after three months, you leave with clean books and nothing owed beyond the fees already agreed for work already done. Most clients stay because the setup is right and the management accounts are useful, not because there is a contract keeping them in place.
Will Xero work for my industry, or is QuickBooks a better fit for certain businesses?
Xero works well across a wide range of business types — from trades and retail through to professional services, hospitality and eCommerce. Some businesses do have QuickBooks integrations that are harder to replicate, and that is worth discussing on the discovery call. The honest answer is that the right software depends on your specific setup, and Annabel will tell you if Xero is not the right move before scoping any migration.
Will moving to Xero give me better visibility of my tax position throughout the year?
That is one of the main reasons to get the cloud setup right. With Xero connected to your bank feeds and bookkeeping kept current every month, your VAT liability is visible in real time, your corporation tax estimate is not a year-end surprise, and your management accounts arrive within 5 working days of month close with commentary on what the numbers mean. That is considerably more visibility than most businesses have on QuickBooks or a spreadsheet.
Related services you may be looking for
Stop guessing what QuickBooks is telling you. Get a proper setup.
Cloud accounting on Xero, migration from QuickBooks handled, management accounts in 5 working days every month. Fees scoped to your situation on a free discovery call.