Accounting software setup & support

It depends on your business. Sole traders with simple needs suit the low-cost MTD-compatible platforms; VAT-registered businesses with stock, multiple currencies or e-commerce integrations need one of the major cloud platforms. We recommend on fit and price and we do not take commission, so the advice is not steered by referral income.

Creating the file with your business details and financial year, a chart of accounts tailored to your trade, VAT scheme and codes configured, bank and card feeds connected, opening balances entered from your last accounts, invoice template branded, and the software authorised with HMRC for MTD where relevant. You come away ready to use it.

Yes. Migration from £199 brings across customers, suppliers, outstanding invoices and bills, the chart of accounts and historical transactions, typically for the current and previous financial years, with balances reconciled to the old system before it is closed. More history or very large files are quoted before we start.

When the bank has not reconciled for months, the suspense account has a large balance, there are duplicate transactions or customers, VAT returns in the software do not match what was filed, or the balance sheet contains figures nobody can explain. From £149 we reconcile, correct and document the file so it can be relied on.

You do, directly to the software company, so that the data is yours and you can change accountant without losing it. Subscriptions range from a few pounds a month for basic sole trader tools to around £35 for the fuller platforms. We will tell you if a cheaper tier is sufficient.

Yes. The £89 session is 90 minutes by video call, recorded for you to replay, covering the tasks you actually do: raising invoices, capturing receipts, matching bank transactions, running the VAT return, reading the reports. A written quick-reference follows. Several staff can attend the same session.

Usually, yes. Our own limited company and sole trader accounts fees assume reconciled records, and a properly set up file produces them. Accounts prepared from a tidy software file take days; accounts rebuilt from a broken one take weeks and cost more. The setup fee is typically recovered in the first year-end.

Yes. Marketplace and e-commerce platforms, card processors and payment gateways can be integrated so that sales, fees and payouts post automatically and reconcile to the bank. Getting the fee and VAT treatment right on these integrations is where most e-commerce files go wrong, and we configure it as part of the setup.

A new setup is usually complete within three working days of receiving your details and last accounts. A migration takes one to two weeks depending on the volume of history and the state of the old data. A cleanup depends on how broken the file is, and we give you a timeline with the fixed quote.

If you are VAT registered, yes, already. If you are a sole trader or landlord with qualifying income over £50,000, yes, since April 2026, with lower thresholds following. Every platform we set up is MTD-compatible and we authorise it with HMRC as part of the setup.

That is exactly what the setup and training are for. Many clients keep their own books in the software we set up and come to us only for the year-end accounts and tax return, which is cheaper for them. We configure bank rules and automations so the routine work is mostly matching, not typing.

Yes. We reconcile each filed return to the transactions, identify the errors, and correct them in the software and, where required, with HMRC through the next return or a formal error correction. The cleanup fee covers the software work; any HMRC correction is quoted separately before we start.