Package
Cloud Accounting Setup & Migration
Full setup on the right platform, or a clean migration from Sage, QuickBooks, FreeAgent, BrightPay, or spreadsheets. Scoped after a short discovery call.
Overview
Move to the cloud without the chaos.
Moving to cloud accounting should make your life easier, not create a mess of mismatched data. This package gets you onto the right platform properly, whether you are starting fresh or migrating from an existing system.
We scope the work on a short discovery call, then handle the full setup or a clean migration from Sage, QuickBooks, FreeAgent, BrightPay, or spreadsheets. Your accounts, feeds, and integrations are configured correctly and your data arrives intact.
You finish on modern software that fits your business, with a confident team and the option of ongoing support if you want it.
What's included
Everything that comes with it
- Tailored software setup and chart of accounts
- Data migration from your current platform
- Bank feeds, VAT, and integrations configured
- Handover session so your team is confident
How it works
A clear, simple process
Discovery
A short call to scope your setup or migration and agree the plan.
Build
We configure the platform and migrate your data so everything reconciles.
Handover
We walk your team through it and offer ongoing support if you want it.
FAQs
Common questions
Interested in Cloud Accounting Setup & Migration?
Send us a short enquiry and we will scope the right fit and quote it before any work starts.