Your books, live, wherever you are.
We set up and support cloud accounting platforms — Xero, QuickBooks and Sage — so your financial data is current, accessible and easier for us to work with together.
The problem this solves
Spreadsheets and desktop software fall behind quickly, and they make it hard for you and your accountant to work from the same, current numbers. Cloud accounting platforms solve this, but choosing the right one and setting it up correctly matters.
What we handle
- Platform selection guidance — Xero, QuickBooks or Sage
- Cloud accounting setup and chart of accounts configuration
- Migration from spreadsheets or legacy systems
- Bank feed and reconciliation configuration
- Ongoing platform support and training
Process
Platform fit assessment
We assess your business size, industry and workflow to recommend the right platform.
Setup & migration
Your chart of accounts, bank feeds and historical data are configured and migrated.
Training & handover
We walk your team through day-to-day use of the platform.
Ongoing support
We continue working from your live data for bookkeeping, reporting and tax preparation.
Deliverables
- A configured cloud accounting platform matched to your business
- Connected bank feeds and reconciliation workflow
- Clean migration of historical records where applicable
- Basic team training on day-to-day use
Who it's for
- Businesses still working from spreadsheets or paper records
- Companies wanting real-time visibility into their financial position
- Organisations that want their accountant working from live data
- Businesses evaluating Xero, QuickBooks or Sage and unsure which fits
Benefits
- Real-time visibility into your financial position
- Faster, more accurate collaboration with your accountant
- Bank feeds that remove manual data entry
- A platform that scales as your business grows
Common questions
It depends on your business size, industry and existing systems. We'll talk through the trade-offs with you and recommend a fit rather than defaulting to one platform for everyone.
Yes, migrating historical records into a cloud platform is part of the setup process where applicable.
We provide basic training so your team is comfortable with day-to-day use, while we continue to handle the accounting work behind it.
Other ways we can help
Ready to talk about cloud accounting solutions?
Book a consultation and we'll walk through exactly how this applies to your business.