Accounting Systems


We believe that regardless of externally imposed factors such as Making Tax Digital, all software will ultimately transition to cloud-based and this process has already resulted in a significant shift in the world of accountancy.

We remember (somewhat fondly) the days of Sage 50 and Sage Instant Accounts (Plus) for smaller clients. These products were designed for accountants and did their job very well – but clients mostly hated them.

The new era of cloud based accounting systems (we have chosen to partner with Xero, Sage and Quickbooks) have been designed from scratch with the end-user in mind, and clients love them (as much as one can love a piece of accounting software).

However, this redesign does not mean accountants are redundant!

Our Service

There are a number of ways in which we support clients who are starting up, or are upgrading and overhauling their accounting systems:

  • Preparing or critically reviewing an organisational budget, ensuring it recognises varying income streams, projects or restricted funds, and establishing a basis for sharing of overheads (or full cost recovery)
  • Using this budget to configure the accounting system and design the chart of accounts and cost centres
  • Setting up the bank feed, and if unavailable for a certain bank, establishing a robust method of importing regular bank statements in .csv format
  • Configuring multi users and specific user roles
  • Preparing journals (salaries, depreciation, accruals/prepayments etc.) and loading these as templates for regular use
  • Configuring the VAT status of the relevant categories in the chart of accounts and setting up VAT accounting
  • Establishing clear procedures around expenditure approval, raising of invoices (sales order processing) and storing of digital documents within the software
  • Establishing a robust month end procedure with checklist
  • Training of clients and their staff in the use of new systems
  • Overseeing the preparation of regular management accounts with budget variance analysis and provision for Corporation Tax (bafflingly still absent from most commercial products designed for use by small companies)

Please get in touch if you would like to obtain a quote for upgrading or implementing new accounting systems.

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