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Accounting Software Setup
Set up a practical bookkeeping workflow for a new business or a move from spreadsheets to accounting software.
Book a free 30-minute call 07429 762957
Newport & remote support across the UK
Newport & remote support across the UK
WHAT WE TAKE CARE OF
What’s included
- Review your existing records and agree suitable software before setup.
- Configure accounts, bank feeds and receipt capture where supported.
- Agree opening balances and check an initial bank reconciliation.
- Show you how to record transactions and share information, including an MTD-compatible workflow where required.
Scope & exclusions
Software subscriptions, historic data migration and ongoing bookkeeping are quoted separately. We confirm support for your chosen software before accepting the work.
Need this service regularly?
Can you work with my existing software?
Tell us which product and plan you use. We will confirm whether we can support it and whether a change is needed before recommending a setup or migration.
Does setup include ongoing bookkeeping?
Setup establishes the workflow and opening position. Weekly or monthly bookkeeping is agreed separately, so you know who records transactions after handover.
START WITH A CONVERSATION
Let’s make your next step clear.
Tell us what you need help with. We’ll discuss the right support, the scope and the fees before work starts.