Service
Software Setup & Consultation
Full setup on the right platform for your business (Xero, QuickBooks, BrightPay and more), including chart of accounts, bank feeds, and a handover session so you know exactly how to use it.
Overview
What Software Setup & Consultation covers
Accounting software only saves you time when it is set up properly. A rushed or default setup creates messy records that cost more to fix later, so we build yours correctly from the start.
We help you choose the right platform for how you actually work, then configure it end to end: your chart of accounts, tax settings, bank feeds, and the day to day workflows your business relies on.
You finish with software that fits your business and a handover session so you and your team know how to use it with confidence.
What's included
Everything that comes with it
- Platform recommendation based on your business needs
- Chart of accounts tailored to how you trade
- Bank feeds, VAT, and tax settings configured
- Invoicing and key workflows set up and tested
- A live handover session and reference notes
How it works
A clear, simple process
Discovery
We learn how your business runs and recommend the platform that fits.
Configure
We build out the software properly: accounts, feeds, tax, and workflows.
Handover
We walk you through it live so your team is confident from day one.
FAQs
Common questions
Ready to get started with Software Setup & Consultation?
Tell us about your business and we will scope and quote the work before anything begins.