Cloud Accounting Setup
Set up and migrate to Xero, QuickBooks, Sage, MYOB, or any cloud platform.
Cloud Accounting Setup— what we do
Moving to cloud accounting or setting it up for the first time? We handle the full migration from your old software, configure your chart of accounts, connect bank feeds, set up invoicing templates, and train you on day-to-day use. We work with Xero, QuickBooks, FreeAgent, Sage, MYOB, Zoho Books, Odoo, NetSuite, FreshBooks, Tally, and Dext — you name it, we've got it.
What’s included
- →Data migration from any existing software
- →Chart of accounts configuration
- →Bank feed and payment gateway connections
- →Invoice and quote template setup
- →Opening balance entry
- →Staff user setup and permissions
- →1-on-1 training session
- →Supports Xero, QuickBooks, FreeAgent, Sage, MYOB, Zoho, Odoo, NetSuite, FreshBooks, Tally, and Dext
Who is this for?
- →Businesses migrating from legacy software or spreadsheets
- →New businesses wanting a proper cloud setup
- →Companies consolidating multiple tools into Xero
- →Anyone who tried to set up cloud accounting themselves and got stuck
What happens next:
We will review your current setup, plan the migration, and complete it within one to two weeks with minimal disruption.
Indicative Pricing
From £300
Available add-ons
Bookkeeping (monthly)
From £75/month
Backlog bookkeeping
From £50/hour
Final fee confirmed after free consultation
Book Free Consultation →Not sure if this is right for you?
All new clients get a free 30-minute consultation before any commitment. We’ll assess your situation and recommend exactly what you need.
Book Free Call →Frequently asked questions
Yes. We migrate from Sage, spreadsheets, FreeAgent, and any other platform. We import your historical data, set up your chart of accounts, and ensure opening balances are correct before you start using the new system.
We include a 1-on-1 training session as part of the setup. We cover day-to-day tasks like raising invoices, reconciling bank transactions, and running basic reports. Most clients are comfortable within a week.
No. We carefully import your historical transactions, customer and supplier records, and opening balances. Your old data remains accessible in your previous system as a backup, and we verify everything balances after migration.