Cloud accounting
Move from spreadsheets to cloud accounting with set‑up, migration and training on Xero, QuickBooks or FreeAgent — and live numbers whenever you need them.
Is this for you?
You’ll benefit most if…
You still use spreadsheets
And spend too long keeping them up to date.
You’re preparing for MTD
Compatible software is now a requirement for many.
You want numbers on demand
From your laptop or your phone.
You want less paperwork
A fully cloud‑based, paperless way of working.
What’s included
Set up properly, from day one
We recommend the software that fits your business, move your data across and show you how to get the most from it.
- Choosing the right software
- Set‑up and data migration
- Bank feeds and app integrations
- Receipt capture with Dext
- Training for you and your team
- Ongoing support
How it works
Up and running in four steps
01
Free consultation
We talk through your business, what you need and what isn’t working today.
02
Clear proposal
A written proposal with the scope and monthly fee agreed before we start.
03
Set‑up and training
We set up your cloud software and show you how to use it.
04
Regular reviews
Monthly or quarterly reviews to talk through your numbers and next steps.
Which accounting software is best?
It depends on your business. We’re a Xero Gold Partner and also work with QuickBooks, FreeAgent and Sage, so we recommend what fits rather than a single product.
Will cloud software help with MTD?
Yes. Making Tax Digital requires digital records and compatible software, which cloud accounting provides.
Can you move my existing data?
Yes. We migrate your opening balances and history so you can carry on without a gap.
Related services
Let’s talk about where your business is going
Book a free initial consultation. We’ll listen, review where you are, and suggest the right next step.