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Software Setup & Configuration
We set up your chosen cloud platform from scratch, including your chart of accounts, VAT settings, invoice templates, user permissions and any integrations with your bank, payroll or ecommerce platform. Everything configured correctly before you go live.
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Data Migration
Switching from spreadsheets, Sage desktop, QuickBooks desktop or another system? We migrate your opening balances, customer and supplier records and historical transaction data accurately and cleanly, with no gaps in your financial history.
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Bank Feed Connection
We connect your business bank accounts and credit cards directly to your cloud software so transactions import automatically each day. This alone removes hours of manual data entry every month and keeps your reconciliation consistently up to date.
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MTD Compliance Setup
We register your business with HMRC as an MTD-enrolled taxpayer, link your software to HMRC's systems and test the connection with a real submission before handing over. You are fully compliant with Making Tax Digital requirements before anything goes live.
MTD Ready
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Training & Handover
Every new setup includes a practical training session so you and your team can handle day-to-day tasks confidently, from raising invoices and uploading receipts to running reports. We explain things in plain English, not accounting jargon.
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Dashboard & Reporting Setup
We configure your financial dashboard and set up the key reports that matter to your business, including profit and loss, cash flow summary and outstanding debtors. You always know where your business stands without having to dig through raw data.
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Third-Party App Integration
Cloud accounting becomes even more powerful when connected to the other tools your business uses. We set up integrations with Stripe, GoCardless, Shopify, PayPal, Dext and other apps to automate data flows and reduce manual work further.
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Ongoing Support & Management
Once you are live, we remain your accountant within the software. We can review your records regularly, fix any coding errors, advise on new features and ensure your software stays up to date with any changes to HMRC requirements or accounting standards.
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Construction Industry Setup
CIS-aware configuration for construction businesses, including correct treatment of the VAT domestic reverse charge within your cloud software. This is one of the most commonly misconfigured areas in cloud accounting and we get it right from the outset.
Construction