Bookkeeping
Accounting software setup and training done for you
Getting your accounting software set up correctly from the start saves months of mess later. The right setup and a bit of training means you and your team use it with confidence.
What's involved
What accounting software setup & training covers.
- Choosing the right package: Xero, QuickBooks or FreeAgent
- Setting up your chart of accounts, VAT settings and bank feeds
- Migrating data and opening balances from your old system
- Connecting apps for receipts, payments and reporting
- Hands-on training for you and your team on day-to-day tasks
- Configuring Making Tax Digital so VAT returns file correctly
Why it matters
Software set up badly creates errors that take time and money to unpick, and poor training means features go unused. A good local firm configures everything properly and shows you how to use it, so you get clean records and real value from what you are paying for.
FAQ
Good to know.
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Yes. A good firm will migrate your opening balances and history so you start clean, then train you on the new system before you go live.
A straightforward setup often takes a few days, with training in short sessions afterwards. The firm we match you with will give you a clear timescale for your business.
One small step
Get matched with a firm that handles this.
Take the free, no-obligation review. Tell us what you need and we'll introduce you to a local firm that does it well.
