QuickBooks · Sage · Xero

Cloud accounting software, set up properly & actually explained

Software setup, migrations, muddled-books cleanups and patient training — done by a chartered certified accountant, for a fixed fee agreed before we start.

  • Free 30-minute consultation
  • Fixed fee, quoted up front
  • Derby office or fully remote
Laptop and tablet showing cloud accounting dashboards side by side

Software covered

QuickBooks

Setup, cleanup and ongoing support — including sorting VAT schemes, bank feeds and the odd "it's doing something weird".

Sage

Sage 50 and Sage Business Cloud: chart-of-accounts rebuilds, year-end prep, or a planned move to Xero when Sage stops fitting.

Xero

Clean setups, migrations from Sage or spreadsheets, app-stack advice, and training your team will actually thank you for.

Sound familiar?

Four signs your books need a professional eye

You're behind and it's growing

Months of unposted transactions, unreconciled accounts and a VAT deadline you're pretending isn't coming. I catch the backlog up quietly and fast.

The software is winning

Duplicate customers, mysterious suspense entries, a chart of accounts nobody understands. I rebuild it to fit your business — not the other way round.

You're migrating and terrified

Moving from Sage to Xero (or anywhere else) without losing history, balances or your mind. Planned, tested and rehearsed before switch-over day.

The team guesses, then asks you

Everyone does it "their way" and month-end is chaos. One structured training session and a one-page cheat sheet later, they stop needing to ask.

What you get

Everything sorted, from hello to handover

  • Software review & setup — the right package and VAT scheme for how you actually trade.
  • Data migration or cleanup — opening balances and reconciliations verified before you rely on them.
  • Bank feeds, rules & receipt apps — configured so most transactions file themselves.
  • 1:1 team training — plain-English session plus a one-page cheat sheet for everyone's desk.
  • 30 days of aftercare — those "quick questions" answered free while it beds in.

Setup, migration & training from £120 — always a fixed quote first.

Get my fixed quote
Close-up of financial figures on a screen

How it works

Three steps to books you trust

  1. Free 30-minute review

    Screen-share your current setup. I'll tell you plainly whether to fix, migrate or start fresh — and what it costs.

  2. Fixed-price sort-out

    Setup, migration or cleanup done to a written plan — with your books verified and reconciled before handover.

  3. Training & aftercare

    Your team trained, cheat sheets delivered, and 30 days of free follow-up questions while it settles.

Free consultation

Tell me about your software headache

e.g. "We're on Sage 50 and want to move to Xero before the new tax year."

Ready to hand over the paperwork?

Book a free, no-obligation chat about your accounts, tax or payroll — in person in Derby or online.

Book a free chat