Bookkeeping systems and software support

There are many options when deciding what book-keeping system to use. Whether you prefer to use specialist accounting software, spreadsheets, or keep a manual cashbook, we will work with you to decide the most appropriate system for you.

You can then decide whether you will maintain the book-keeping records yourself or outsource the task to us.

There are many specialist accounting software options to consider, however we have identified our preferred partners as follows:

Xero’s modern cloud-based accounting platform has smart bank feeds, an easy-to-use financial dashboard, simple online invoicing and connections to many other useful apps. Xero automates tasks that used to take up a lot of time, from reconciling bank transactions to sending invoice reminders to automatically capturing invoice data through Hubdoc, it works for you.

We’re Xero-certified advisors which means we know how to help you get the most out of the software. Xero allows us to become more closely involved in your business – allowing us to give you the best advice, and pass on significant discounts.

FreeAgent accounting software

FreeAgent is an online accounting software made specifically for contractors, freelancers and small business owners.

This innovative software is able to send invoices electronically and automatically send email reminders to overdue customers; offers hassle-free expense tracking, simply take a picture of your receipt with your phone and upload it to FreeAgent; connect FreeAgent to your business bank account and automatically import transactions straight into your accounts every day with live bank feeds, saving significant time having to manually input transactions.

We are part of FreeAgent’s partnership programme and should you proceed to order through ourselves we are able to pass on significant discounts.

 

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Whether you are a small business or larger organisation, Sage will have a version suitable for you. We have many years experience working with Sage, and we have a team of experts who are able to provide advice and support on the package.

Also, with the new Sage Drive service we are now able to link to your live data from our office which makes ongoing support hassle-free and the year end process more streamlined.

We are part of Sage’s Accountant programme and should you proceed to order through ourselves we are able to pass on significant discounts.

 

We also have experience working with many other accounting packages, so please feel free to ask about other options available.

For more information on the various platforms available, please read ‘Why now is the time to switch to online accountancy software’.

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Phone us on 01892 891902 or contact us to talk about your financial plans