Accounting Software Setup

What's Included

• Accounting software setup

• Company profile and financial year setup

• Chart of accounts setup or review

• Bank and credit card account setup

• Customer and supplier setup

• Income and expense account configuration

• Tax settings configuration

• Invoice and payment settings

• Basic bookkeeping workflow setup

• Initial system review

When Do You Need This Service?

This service can be useful if:

• You're setting up accounting software for the first time.

• You've been using spreadsheets and want to move to an accounting system.

• Your current accounting software is poorly configured.

• You're starting a new business.

• You're switching from one accounting system to another.

• Your existing setup makes your financial reports difficult to understand.

Our Process

1. Understand Your Business

We look at your business activities, income sources, expenses, customers, suppliers, and the type of financial information you need.

2. Configure the System

The accounting software is set up according to the structure and requirements of your business.

3. Set Up Your Accounts

Relevant accounts, customers, suppliers, tax settings, and other necessary information are configured.

4. Review the Setup

We review the system to make sure the setup is logical, organised, and ready for use.

5. Show You How It Works

Where needed, we provide guidance on the basic workflow so you understand how to use the system correctly going forward.

Get Started

Have questions or ready to get your bookkeeping on track? Request a free consultation or contact us to discuss how we can support your business.