That's Ideal Limited


  • Silver champion partner

    Partner status

    Silver champion partner 
  • Partner since 2012


    Partner since 2012 
  • Xero advisor certified


    Xero advisor certified 
  • Xero payroll certified


    Xero payroll certified 

About us

Bookkeeping services for small businesses who wish to outsource the mundane but positively direct the professional management of their finances.

Streamlining experts with time-saving skills adapted to suit your unique requirements. Xero conversion, set-up and staff training for in-house bookkeeping. Friendly, organised and focused, we are a dedicated team. Five years Xero experience across many business types, we listen to you, learn your business requirements and put best practices in place with guaranteed results. We care that you understand your finances and can therefore make timely and accurate decisions. That's Ideal at your service... Looking after the small businesses in a big business world!


  • Institute of Certified Bookkeepers (UK)

Meet the team

That's Ideal Limited advisors: 6 - Xero certifications: 2

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Jayne Smith

Director, Bookkeeping & Admin Manager

Profile image for Jayne Smith
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 3 years Xerocon attendance

Assisting Small Businesses in a big business world. Love using and training others to use Xero and streamlining Apps. 5 years experience across many business types. Friendly, organised and focused.

That's Ideal Limited: Bank experience

Clients of That's Ideal Limited connect to a range of banks via Xero. That's Ideal Limited specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections 

  • Barclays
  • Santander
  • NatWest
  • PayPal
  • HSBC

That's Ideal Limited: Industry experience

That's Ideal Limited works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served 

  • Professional services
  • Repairs and personal services
  • Agriculture
  • Accommodation and hospitality
  • Marketing, advertising and consulting
  • Construction and trades
  • Media and communications
  • Education
  • Healthcare and social services

That's Ideal Limited : App experience

That's Ideal Limited serves clients who use 12 different apps that connect and integrate with Xero.

New to Xero? That's Ideal Limited can help

Xero is beautiful online accounting software for smaller businesses. That's Ideal Limited can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 3 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2012
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.