Why the set-up matters
Software is only as good as the way it’s configured. A clean chart of accounts, correct opening balances and reliable bank feeds mean your reports and VAT returns can be trusted from day one.
Home / Services / Accounting Software Set-up
Accounting Software Set-up
We get you set up on the right accounting software and make it work properly for the way you run your business.
How we help
What’s included
Choosing the right software for your business (Xero, QuickBooks, FreeAgent)Full set-up, data migration and chart-of-accounts configurationConnecting bank feeds, receipt capture and app integrationsTidying and cleaning up existing records where neededTraining you and your team to use the system with confidence
The detail
Everything this service covers.
- Choosing the right software for your business (Xero, QuickBooks, FreeAgent)
- Full set-up, data migration and chart-of-accounts configuration
- Connecting bank feeds, receipt capture and app integrations
- Tidying and cleaning up existing records where needed
- Training you and your team to use the system with confidence
Good to know
Clear guidance, in plain terms.
General information to help you understand this area — not personal advice. Rules, thresholds and deadlines can change, so check the latest HMRC guidance or ask us about your circumstances.
Making Tax Digital-ready
Cloud accounting software keeps digital records and files returns in line with Making Tax Digital, and gives you real-time visibility of your numbers from anywhere.
Migration done carefully
Moving from spreadsheets or another system is where errors creep in. We handle the migration and reconcile the opening position so nothing is lost in the move.
Let’s talk
Contact us to speak with one of our experts.
We’ll be happy to answer your questions, take the time to understand your current tax and accounting position, and discuss how we can help you.