Cloud accounting systems, set up properly
The software is rarely the problem. The way it has been set up usually is. We build QuickBooks and Xero systems around how your business actually works, and we move your history across for you.
More than 500 conversions. Almost every accounting system.
Worried about moving years of data? Don’t be. We have moved more than 500 businesses across from almost every accounting system out there, with history checked and reconciled.
Euan has worked on hundreds of finance systems and is a member of the QuickBooks Accountants Council. We design the apps around the ledger so data is entered once and flows everywhere it needs to.
What’s included
- QuickBooks and Xero setup and rebuilds
- Conversions from desktop and legacy systems
- Receipt capture and purchase approval apps
- Job management, stock and e-commerce integrations
- Bank feeds and payment integrations
- Chart of accounts and reporting structure designed for your KPIs
- Training for your team
Part of our fixed monthly fee, tailored to your business and paid by Direct Debit. No long-term contract.
Simple for you. Thorough behind the scenes.
- ReviewWe look at what you have, what works and what doesn’t.
- DesignAgree the ledger, apps and processes that fit your business.
- ConvertMove your data across, checked and reconciled.
- RunWe run it with you, or for you, as part of Total Accounting.
Questions owners ask
Which software do you work with?
We specialise in QuickBooks and Xero, and integrate the apps around them for receipts, approvals, jobs, stock and e-commerce.
Will we lose our history?
No. Your history comes with you, checked and reconciled. We have done more than 500 conversions.
How long does a conversion take?
It depends on the size of the business and the system you are on. We pick a switch-over date that misses your VAT and payroll deadlines.
Can you just review our current setup?
Yes. The Finance System Review & Recommendations session does exactly that, for a fixed £495, refunded if you become a client.
See it all in one view.
Every service we run feeds Total Clarity: your cockpit of sales, margin, cash, debtors and the few things that need you.
See Total Clarity →What changed for clients
Joinery and civil contracting
From struggling to pay merchants to £50,000 into a pension in one year.
Engineering and fabrication business
A once-cautious director now uses his pension to buy commercial property.
Fast-growth e-commerce retailer
A business that lacked visibility now scales with confidence.
See your business clearly.
Come and see us at Moncrieff House. An hour or so with our directors, getting to the bottom of what’s really going on, and a one-page summary to keep.