Accounting System Set-Up & Clean-Up
Optimise or tidy your accounting software for accurate, efficient reporting.
Your accounting software should make your life easier, not harder. Whether you're setting up a new system, migrating from an old one, or cleaning up a messy setup, I ensure it's configured correctly across Sage, Xero, QuickBooks, FreeAgent and more.
Background
Your accounting software should make your life easier, not harder. Whether you're setting up a new system, migrating from an old one, or cleaning up a messy setup, I ensure your software is configured correctly for accurate, efficient, and reliable reporting.
I work with Sage, Xero, QuickBooks, FreeAgent, and other major platforms to get your system working the way it should.
What's included
- Software selection and configuration
- Chart of accounts review and restructuring
- Data migration and clean-up
- Training for your team on best practices
Typical outcomes
- Accurate, reliable financial reports
- Faster bookkeeping and less manual work
- Better use of software features you already pay for
- Clean data ready for year-end
Challenges I solve
- Software set up incorrectly from the start
- Chart of accounts that doesn't match your business needs
- Data migration errors from old systems
- Reports that don't give you useful information
- Staff not using the software effectively
- Integrations between systems not configured or broken
How I work
- 01
Review & Assessment
I assess your current setup and identify issues.
- 02
Configuration
I restructure your chart of accounts, tax codes, and settings.
- 03
Data Migration
I move data from old systems cleanly and accurately.
- 04
Team Training
I train your staff on best practices for day-to-day use.
Why it matters
- Accurate, reliable financial reports
- Faster bookkeeping and less manual work
- Better use of software features you're already paying for
- Clean data for your accountant at year-end
- Smoother collaboration between finance, operations, and management
- A system that grows with your business instead of holding it back
Who it's for
- Businesses setting up accounting software for the first time
- Companies migrating between platforms
- Firms with messy or inaccurate system data
- Teams who need training on their existing software
Frequently asked
Your questions, answered.
See how this fits your business.
A 30-minute call, no obligation — we'll map this onto your numbers.
Book a discovery call