The system set up once, properly.
Most software problems are setup problems. A chart of accounts built for somebody else, permissions nobody reviewed, and an opening balance that was never tied out.
Who this is for
- You are choosing between QuickBooks, Xero and Zoho Books and want an answer, not a demo.
- You are on software already and do not trust the opening balances.
- Everyone shares one login.
How it runs
- We assess what you actually need before recommending anything.
- Chart of accounts and reports configured for how you run, not the default.
- Opening balances and history migrated and tied out.
- Permissions set per person, and your staff trained on the parts they use.
What is included.
- Software assessment and selection
- QuickBooks / Xero / Zoho Books setup
- Chart of Accounts and report configuration
- Opening balance and old data migration
- User and permission setup
- Training for your staff
- Ongoing system support
- Dashboard and AI-assisted workflows
The software we set up and run.
Zoho Books too, which is often the right answer here on price. We recommend after looking at how you actually work, not before.
The setup matters more than the choice.
People arrive wanting to know whether QuickBooks, Xero or Zoho Books is better. It is usually the wrong question. Any of the three will do the job for most businesses this size, and the ones we see struggling are rarely struggling because they picked the wrong name. They are struggling because nobody set it up for how they actually work.
The two failures that do real damage are opening balances that were never tied out during migration, which makes every report since then untrustworthy, and one shared login, which removes the only record of who entered what.
What a proper setup includes
- An assessment of what you need before anything is recommended, including the case for staying where you are.
- Chart of accounts and reports configured for how you run rather than left on the defaults.
- Opening balances and history migrated and tied out, so the first report you run can be trusted.
- Permissions set per person, and the subscription in your name rather than ours.
- The system set up to produce what the VAT portal expects, so filing is a short job rather than an export followed by an afternoon of rework.
Keep the software you have. We make it accurate.
Whoever runs your software keeps running it. We add the setup underneath: a chart of accounts that fits how you sell, rules that keep entries consistent, and training for your person, so the reports it prints can be trusted. A system set up wrong does not fail loudly; it reports wrong, quietly.
The easiest way to test this is the look at your accounts: thirty minutes, no charge, and we tell you what we find, including the parts you will not enjoy hearing. Request the look ›
Before you call.
Which software do you set up?
QuickBooks, Xero and Zoho Books. We assess what you actually need before recommending any of them, because the honest answer is sometimes that the software you have is fine and the setup is what is wrong.
Do we have to buy something new?
Not automatically. If you are already on software and do not trust the opening balances, that is a migration and tie-out problem rather than a licensing one.
Who owns the licence and the data?
You do. The subscription is in your name. If you stop working with us, your accounts, documents and software access come back to you in usable form.
Everyone here shares one login. Does that matter?
Yes. It means no entry can be traced to a person, which removes the only record you would have if something needs explaining. Permissions get set per person as part of the setup.
More general questions are answered on the contact page.
Get a free review of your accounts.
Thirty minutes, no charge. We say honestly whether we can help, and what it would cost.