Cloud Set Up

Setting Up your Cloud Accounting – Cloud is a smart way of working with our Clients

The bookkeeping profession & software available has changed.  We’d like to ask you these questions – is your business facing tightened budgets? increased competition? increasing monthly overheads? If the answer is Yes to any of these questions then you will understand why your business must innovate! The business of cloud accounting is being redefined by companies such as Xero – enabling Clients to connect to their Bookkeepers and Accountants by way of the cloud.  Cloud changes the dynamics of accounting for Micro and small sized businesses. Let us help you make the change over from your present accounting system to Xero.  We will assist in the training and setting up office systems to steamline your bookkeeping processes.

Cloud bookkeeping saves you significant time, gives you 24/7 access to your accounts, with no system downtime in order to update software.  You will get answers quicker from your Bookkeeper and Accountant and most importantly it will prepare you for the soon coming mandatory Making Tax Digital.

Our Set up Solution

Because we specialise in Xero Cloud Set up, let us save you time and frustration by getting this right the first time.

How you Benefit by our Set up Service

  • We will Analyse your specific needs and help you select the best solution
  • We will set up your business information in the new software
  • We will set up your Chart of Accounts
  • We will Create your customer and supplier records
  • We will enter comparative balances if you have these records to hand
  • We will maximise your Tax deductions
  • We will assist you to chose any additional Add-on software for your businesses bespoke requirements

What do you need to do to get set up?

Make sure that your current accounts are fully reconciled, and completely up to date so that an accurate Trial Balance can be extracted.  If there are errors in your current accounts or the work is behind, then this will need to be dealt with firstly.  If you need assistance to do this, please just ask us.   We call this ‘Having a Health Check’ and it will be billed for separately.  This step is really important if your new software is to be set up with reliable information.

The Institute of Certified Bookkeepers

The Institute of Certified Bookkeepers is the largest bookkeeping institute in the world. It promotes and maintains the standards of bookkeeping as a profession, through the establishment of a series of relevant qualifications and the award of grades of membership that recognises academic attainment, working experience and competence.

Xero – Certified Advisor

Xero describes itself as ‘beautiful accounting software’ – we agree! It has brought our work right up to date with current technology and pressing forward. Try their mobile app, daily Bank Feeds, and integrations – your former idea of bookkeeping will be turned up side down!