Setup & configuration
Company settings, chart of accounts, VAT and bank feeds configured for how you actually trade — not the default template.
QuickBooks Online
QuickBooks, set up properly and kept that way
One accountant for your books and the software they live in. Whether you're starting fresh, switching over, or untangling a file that's got away from you — fixed fees and plain English, from Derby or entirely online.
Why an accountant?
The software is only as good as the setup behind it
QuickBooks makes bookkeeping faster — once it's configured for your business. Most of the messy files I'm asked to fix weren't caused by the software, but by a rushed setup: the wrong VAT scheme, a generic chart of accounts, or bank rules quietly filing things in the wrong place.
- Set up by the person who does your accounts — so year-end just works.
- Fixed fees, agreed in writing before any work starts.
- Training included, so you're confident using it yourself.
What I do in QuickBooks
Everything from first login to year-end
Migration to QuickBooks
Moving from Desktop, Sage, Xero or spreadsheets with every balance reconciled before switch-over.
How migrations workCleanup & catch-up
Unreconciled accounts, duplicates and suspense entries sorted, and any backlog brought up to date.
Training
Plain-English sessions for you and your team, plus a one-page cheat sheet for everyone's desk.
Monthly bookkeeping
Your books kept current in QuickBooks, with a monthly snapshot of profit, cash and who owes you.
Payroll
Pay runs, payslips, pensions and RTI filings handled in QuickBooks Payroll or alongside it.
VAT & Making Tax Digital
The right VAT scheme set up, returns checked and filed to HMRC straight from QuickBooks.
Ongoing support
A direct line for "it's doing something odd" moments — answered by the accountant who knows your file.
Not sure where you stand?
Start with a QuickBooks health check
In the free 30-minute review I look through your file with you on screen-share and tell you plainly what's fine, what needs fixing, and what it would cost.
The things I check first:
- Bank and credit-card accounts reconciled
- Suspense and uncategorised items cleared
- Duplicate customers, suppliers and items
- VAT codes and scheme settings
- Chart of accounts fit for your business
- Bank rules that are misfiling transactions
- Aged debtors and creditors that don't add up
- User access and permissions
Who it's for
QuickBooks setups that fit the way you trade
Every business gets a chart of accounts, VAT setup and reports shaped around its trade.
- Sole traders & freelancers
- Limited companies
- Builders & CIS trades
- Shops & e-commerce
- Cafés & hospitality
- Consultants & agencies
- Landlords
- Charities & clubs
How it works
Three steps to books you can trust
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Free review
We look at your QuickBooks file — or your plans for one — and agree what you need.
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Fixed-fee proposal
A written quote listing exactly what's included. The price doesn't move unless the work does.
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Sorted & supported
The work done, you trained, and a direct line to me whenever QuickBooks surprises you.
Fixed fees
What QuickBooks help costs
Typical starting fees — your exact price is confirmed in writing after the free review.
| Service | What's included | Fixed fee from |
|---|---|---|
| Setup & training | QuickBooks set up or migrated, chart of accounts tidied, 1:1 walkthrough | £120 |
| Full migration | History moved, balances reconciled, team training, 30 days' aftercare | Fixed quote |
| Cleanup & catch-up | Per month of backlog brought up to date and reconciled | £75 |
| Payroll (per month) | Up to 5 employees, RTI filing included | £35 |
| Monthly packages | Bookkeeping, VAT and accounts with QuickBooks support included | £49 / month |
All prices exclude VAT where applicable. Full details on the pricing page.
Common questions
QuickBooks questions, answered
Do I need to buy QuickBooks before we start?
No. We'll work out which subscription fits your business in the free review — many small businesses pay for features they never use. I'll help you set up the right plan.
Can you take over a QuickBooks file someone else set up?
Yes — it's one of the most common requests. I'll review the file, fix what needs fixing for a fixed fee, and take it on from there.
Will I still be able to see and use my own books?
Always. It's your QuickBooks subscription and your data. I'm added as your accountant user, and you can remove that access at any time.
Do you only work with QuickBooks?
No — Xero, Sage and FreeAgent are fine too. If another package suits you better, I'll say so. See the software support section for more.