Software Integration & Training
Accounting software can be brilliant when it is set up properly.
Book software trainingTraining built around what you need
You don’t need to learn every feature inside your accounting software.
You need to know how to use the parts that matter to your business.
That could mean raising invoices, recording expenses, understanding your bank feed, checking who owes you money or simply knowing where to find the information you need.
We’ll tailor the training around the way you actually work, so you’re not spending time learning features you’ll never use.
The right setup matters more than the logo
QuickBooks, Xero, Sage and Apron can all be useful, but there isn’t one system that is automatically right for every business.
The best setup depends on how you work.
We’ll look at things like how you invoice, whether you’re VAT registered, who needs access, what information you want to see and how much of the bookkeeping you want to manage yourself.
Sometimes the answer is new software.
Sometimes it is simply making better use of what you already have.
You probably don’t need more software.
You need the software you already have to work properly.
A lot of the frustrations people have with accounting software are not because the platform itself is wrong.
It might be that the bank feed has not been set up properly, invoices are being entered twice, the chart of accounts has become messy or nobody has ever shown you the quickest way to do something.
Sometimes a few small changes can save a surprising amount of time and make the whole system much easier to use.
Already using something?
If you already have software in place but feel like you’re only using a fraction of it, we can take a look at how it is set up.
We can help tidy things up, improve the way bank feeds and invoicing are handled and show you the features that will genuinely make a difference to your day-to-day work.
Sometimes a few relatively small changes can make the whole process much smoother.
We can help with the setup too
Moving onto new software does not need to become a huge project.
We can help get the essentials in place, bring across the right information and make sure everything makes sense before you start relying on it.
That might mean moving away from spreadsheets, changing accounting platforms or connecting other tools to reduce manual work.
Want us to do more of it for you?
Some clients want to manage their bookkeeping themselves and simply need the right setup and training.
Others would rather hand the day-to-day bookkeeping over completely.
Both are absolutely fine.
If you want to stay hands-on, we’ll help you feel confident using the software.
If you would rather spend your time elsewhere, we can take care of the bookkeeping for you.