Set up Quickbooks XERO like a pro

£290
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What you get with this Offer

Hi, so you want to set up a new accounting software. You need expert level support. You have decided on Quickbooks, XERO or Zoho or Sage – or perhaps you need advice?

I can help with bespoke set up and training. A comprehensive system set up to meet your particular business needs will get you off to the best start.

I am a UK chartered accountant. I have set up a complex property, brokerage, medical and e-commerce businesses with convoluted tax affairs. Advanced level certificates are available on request from XERO and Quickbooks since 2015 and with SAGE since 2010.

Your focus can be EFFICIENCY - integration and time-saving use of your system; or COMPLIANCE - storing of accounting evidence with your records; or REPORTING to HMRC and the management - it's only as good as the transactions you can capture;

Get more with Offer Add-ons

  • I can set up Legal/Charity/Property/Construction business – extra jobs and categories in the system

    Requires no additional time

    +£200
  • I can set up integration with expense apps (ReceiptBank/DocHub/Expensify ect)

    Additional 1 working day

    +£100
  • I can set up Payroll for existing employees

    Requires no additional time

    +£50
  • I can set up Integration+training with timesheet or scheduling apps (this requires team flow analysis)

    Additional 2 working days

    +£235
  • I can train you how to operate Payroll 1h

    Requires no additional time

    +£75
  • I can train you how to submit VAT 1h

    Requires no additional time

    +£75
  • I can define fancy Monthly Board/Management Reporting pdf/doc

    Requires no additional time

    +£235
  • I can set up integration with available POS or e-commerce (this requires inventory set up)

    Additional 2 working days

    +£235
  • I can set up bespoke invoice templates (limitations exist on some systems)

    Requires no additional time

    +£35

What the Freelancer needs to start the work

I will translate your info into a chart of account, 6 custom reports, upload customers/suppliers/inventory; start relevant bank and cash reconciliation and accepting payments via GoCardless, Stripe or PayPal; set up accounting procedures*, basic invoice template, VAT; You will receive also 45 mins of system overview.
*procedures – a short guide on how to utilize the system functions I have set up to best results. As you know there are many ways to skin a cat - different accountants can do transaction capture differently on your system, and it can lead to errors or inefficient, time-consuming bookkeeping;
YOU NEED
Time to tell me about your business (how you communicate with clients, suppliers, staff and subcontractors)
How do you wish to look at your business reports (revenue lines, expense lines you wish to see)
How you finance your business (spend much cash? Are there currencies? Do you have grants or loans from institutions or individuals? Bank accounts? Accepting card payments?)
How do you wish to work with your accounting software (do it all yourself or just do invoicing or purchase; have inhouse assistant, automate most functions, outsource support)
DOCUMENTS YOU WILL PROVIDE:
Is there a ready list of suppliers, customers or past transactions, do you have bank statements for past periods
Integration with systems will require log in details - we will exchange those if necessary via a secure portal only or you will enter them yourself under instructions