Businesses going digital
Companies moving off spreadsheets or paper records.
Finance Automation & Digital Accounting
Accounting Software Setup
Setup and configuration of cloud accounting systems such as Xero, QuickBooks and Sage.
Overview
How we help with Accounting Software Setup
Most of the value in cloud accounting comes from the setup. A default chart of accounts and no bank rules produces a system that is harder work than a spreadsheet.
We select the platform that fits your business, build a chart of accounts that reflects how you actually want to see your results, connect bank feeds and payment platforms, and set up rules so routine transactions code themselves. Invoice templates, payment links, recurring invoices and user permissions are configured at the same time.
You get training on the parts you will use daily rather than a tour of everything the software can do.
What's included
Everything covered in this service
Scope is agreed in writing before we start, and the fee is fixed against it. If something falls outside, we tell you what it costs before doing it.
- Platform selection — Xero, QuickBooks or Sage
- Chart of accounts designed around your reporting needs
- Bank, credit card and payment platform feeds
- Automated coding rules for recurring transactions
- Invoice templates, payment links and recurring billing
- User permissions and practical training
Who it's for
Built around how you actually operate
New companies
Startups setting the system up correctly from day one.
Businesses with a poor setup
Companies already on a platform that was never configured properly.
FAQs
Accounting Software Setup — common questions
Which platform should we use?
Xero suits most small service businesses, QuickBooks works well for sole traders and simpler operations, and Sage tends to fit businesses with stock or more complex requirements. We recommend based on your transactions and reporting needs.
How long does setup take?
A straightforward setup takes a few days. A migration with historic data and open balances takes two to four weeks.
How is your fee worked out?
Fixed fee, agreed before we start. Pricing depends on the size and complexity of your business, so get in touch for a free, no-obligation quote.
Can you help if we're switching from another accountant?
Yes. We handle professional clearance with your previous accountant and update the agent authorisations with HMRC and Companies House, so you don't have to manage the handover.
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Let's talk about Accounting Software Setup
Tell us where you are now and what you need. We'll come back with a fixed fee and a clear scope — no obligation.
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