Accounting System Set-Up & Clean-Up
- Cash Flow Forecasting & Budget Management
- Debt Recovery and Query Resolution
- Financial Process Review & Efficiency Improvements
- Accounts Error Correction & Ledger Fixing
- Bank Reconciliation & Compliance Management
- Financial Procedures & Internal Controls
- Accounting System Set-Up & Clean-Up
- Credit Control & Invoicing Automation
- Management Accounts & Reporting
- Business Rescue & Turnaround Planning
- Finance Management
- Bookkeeping & Compliance
Background
Your accounting system should make life easier — not harder. If it’s messy, slow, or producing unreliable data, it becomes a liability. I review, clean, and properly configure your accounting software so it gives you accurate, consistent, and useful information every time.
Whether you’re starting fresh, migrating from another platform, or dealing with years of untidy records, I’ll ensure your system works the way it should.
The Challenges I Solve
- Poorly structured chart of accounts
- Duplicate or inconsistent data entry
- Incorrect system settings causing errors
- Historic transactions recorded incorrectly
- No automation or efficiency tools in use
How I Work
- System Audit – I analyse your current setup, looking at structure, data, and reporting.
- Data Clean-Up – I remove duplicate entries, fix coding errors, and tidy historic data.
- Configuration – I set up the system properly, adjusting settings, permissions, and workflows.
- Automation – I add tools and rules to reduce manual work and improve accuracy.
- Training – I show your team how to use the system effectively going forward.
Why It Matters
A clean and properly configured accounting system is the foundation of good financial management. It means:
- Accurate reports – so you can make better decisions with confidence
- Time saved – less manual input and fewer corrections down the line
- Scalability – your system can grow with your business without breaking down
- Reduced risk – fewer errors creeping into your ledgers and HMRC submissions
- Improved collaboration – your accountant, finance team, and managers all work from the same reliable data
Without this, your business risks wasted time, distorted reports, and poor decision-making.
Who This Service Is For
- Businesses migrating to new software – ensuring setup is correct from day one
- Companies with messy accounts – where errors or bad habits have built up over time
- Owners who lack confidence in their reporting – and want to know the numbers are right
- Teams under pressure – who need automation and cleaner workflows to reduce admin
- Businesses preparing for growth – who need their system to scale without becoming chaotic
Frequently Asked Questions (FAQs)
Yes — I can handle data migration and ensure accuracy during the move
I have extensive experience with Xero, Sage, QuickBooks, and ERP systems.
It depends on the size of your accounts and level of issues, but I’ll give a clear timeline.
Yes — you’ll get more accurate and meaningful reports that you can trust.
Absolutely — I provide tailored training so your staff can use it properly.
Not sure where to start?
Let’s talk it through. Book a free, no-obligation call and we’ll discuss your challenges, explore solutions, and see how I can help get your finances back on track.
