A modern cloud accounting system gives you the following benefits:

• Saves you a very significant amount of time,
• Gives you 24/7 access to up-to-date financial information and reports (you can use cloud-based software from any device with an internet connection),
• Sleep at night knowing your sensitive financial data is always secure and backed up automatically,
• Installation of upgrades is automatic so there is no system downtime. This worry-free maintenance saves you time and hassle, and
• More value from the bookkeeper and accountant – they will help you run and grow your organization rather than just adding up the numbers.​

Our cloud accounting setup service for QuickBooks Online will help you in the following ways:

• There are a myriad of Cloud Accounting solutions. Getting the wrong solution will cause you a big headache. And assessing all of the options is time-consuming. We will analyze your organization and recommend the most appropriate cloud software solution that best meets your needs.
• Setting up an organization on any Cloud Accounting software is tedious and time consuming. We will do the set up for you, which will save you time to get up and running.
• If this is the first time you have set up an accounting system you will need a ‘chart of accounts’. The ‘chart of accounts’ is your list of sales types, different revenue sources, expenses, assets and liabilities. It’s unique to you. Setting this up correctly at the outset will save so much time and make it much easier to post your transactions to the right place. It will also make your accounts more meaningful and so you will be able to make much better decisions.
• Of course, you may already have a computerized accounting system with your own unique ‘chart of accounts’. And if that’s the case, we will convert that for you into the new system along with existing data such as supplier and customer details.

Many cloud accounting systems integrate with other solutions. For example, you can integrate with your online banking so that bank transactions are automatically posted. This will save you time and ensure everything is entered. There are programs that allow you to photograph receipts with your smart phone and enter them into your system. You can also integrate with payment and payroll systems. The list goes on… but we’ll simplify it for you.

You will be amazed at what you can do to run your organization more easily and to save you time. As part of our set up service we will let you know of the most beneficial integrations.

​Even with training there will be times when you are not sure how best to account for something. As part of our set up services you get unlimited email and telephone support.

Bank feeds mean your bank transactions are automatically entered into your accounting system. This saves you a huge amount of time and helps ensure your bank accounts are fully reconciled.

​We recommend a system that will remove the admin burden that bills, invoices and receipts place on small organizations. It makes the gathering, storage and processing of receipts and invoices as easy and cost effective as possible. The system will make your life easier and remove clutter by filing paperwork in the cloud. Let me explain one of the most popular features of this system…

Every time you get an invoice or cash receipts (for example, a car park ticket or train ticket) all you need to do is take a photo with your smartphone. You can then throw that piece of paper away! The system will store the image of your invoice and, when you’re connected to the Internet, it will be sent from the system into our cloud accounting system for us to post it to the correct place.

Reconciling your bank account on a regular basis is critical. When you get to the year-end, if this doesn’t reconcile your accounts will be wrong. You could risk fines and penalties from because you’ve missed payroll taxes or other state requirements. Or you have to pay higher accountancy fees for the accountant to sort it out.

So, what we do is review the reconciliation of your bank account each quarter for the first 12 months and this means you get an early warning sign if something is going wrong with your bookkeeping. We can fix it before it becomes a serious problem for you.

Here are a couple of things we are often asked about that we can give you a fixed price for:

Before moving across a trial balance and other data into a cloud accounting system it’s essential that everything fully reconciles and balances. If this isn’t the case, we will give you a fixed price for reconciling and balancing everything which means the transfer across will be as seamless as possible and ensure your accounting records are accurate.

Creating a full chart of accounts and data conversion takes time. Please allow 30 days for the completion of your cloud accounting system set up. However, if it’s important to get this done quickly, for a small upgrade we will make this a priority and guarantee completion in 5-10 working days.

Bookkeeping is not easy. It has to be very precise. Combine that with having to learn a new software system and it can get very frustrating. We want to help you get your bookkeeping done fast and accurately. The training consists of a full day of training which you can access either all at once or broken down into a series of shorter sessions.