Designing the perfect digital solution for your business is what we are good at, our process workshops are lead either via video call or face to face and can take anywhere from one to four hours depending on the size or complexity of a business.



Before any sessions start, we offer a free consultation. An important outcome is to agree a set of business & personal objectives. This ensures we are both working towards a common goal and means you can hold us accountable for delivery throughout the process.

During the workshops we will go through a broad exercise of mapping all the different types of transactions in your business, what they are, how and who in business does the entry. This is known as business process mapping.

Through the mapping exercise we will be able to find the areas or manual processes. We then dive deeper on these individual processes and start to build specific features and Cloud Software types that would best streamline your business and get the best results.


After the workshop a full write up and report is provided which will include the process information uncovered, software recommendations, software and service pricing as well as the return on time savings we would expect you to see in the delivery phase.


We will provide a full project plan with agreed timescales, key dates to Implement software and training. Support is ongoing and usually our work Is carried out In two stages; pre work (Including migration or clean-up work) and ongoing bookkeeping work and support.


Cloud Bookkeeping

Keeping records is a fundamental requirement for all business. Compliance with HMRC is paramount but what often gets overlooked is the data driven decisions you can make that have a positive impact on your business and personal life.

We aim to work with business owners who are looking to Outsource Bookkeeping to free up time and In-house bookkeepers who wish to outsource specific areas of their processes to become more efficient.

What Cloud Bookkeeping elements can we help with?

Our Cloud Bookkeeping Services are flexible and focussed

  • QuickBooks Online, Xero & Sage Cloud Systems
  • Migration from Excel or Desktop Software
  • Clean Up Work
  • Data Entry
  • Bank & Statement Reconciliation
  • Statutory Reports Preparation
  • Monthly Management Reporting
  • VAT
  • Making Tax Digital Integration & submissions
  • Payroll
  • Payment systems
  • Automated Invoicing Chasing
  • Accountant Integration
  • Direct Debits & Automated Payments
  • Invoicing
  • Expense Management

Our Commitment

All our Bookkeeping services will involve complete co-operation with your Accountant and include your own online accounting system where you can log in to check your business performance and securely share documents. All accounting software we use Is safe and uses bank level encryption.

Training & Support

Our Training packages are built around your time commitment and what bookkeeping tasks you can do yourself or have an internal bookkeeper help you with. We train to data entry level and training is delivered one to one via online video calls. Training can be booked late evenings and weekends and covers all skill levels and types of devices including mobile, personal computers and tablet.

We can also offer training and full support on some but not all third-party applications. Where do not support or train we usually have key contacts in place at the app company that provide this service at no extra cost.

Training & Support Packages


1-2 Hr Sessions

For those who want to learn the basics

  • Cloud Accounting Software Set Up
  • Importing Customers & Suppliers
  • Customise forms like Estimates, invoices
  • *Data entry training including processing transactions on Mobile App
  • Open Banking Set Up


3-4 Hr Sessions

Specialist app training outside of Standard Cloud Accounting software features

  • STANDARD Package Included
  • Smart Payroll - Digital Timesheets & Employee Portals
  • Online Sales & Inventory integrations
  • Till and Payment App Syncing
  • Automated Debt Management Systems
  • Ecommerce Integrations
  • Geo Tracking Systems


Ongoing month retainer

  • Two months free cloud accounting data entry support
  • Ongoing cloud accounting & data entry support
  • Third party application support

Accountant MTD migration to cloud service

We offer support to Accounting firms to help with the transition of clients from manual systems to cloud accounting software. The services we offer include outsourced migration, set up, training & support services. We strive to create a positive experience for your clients, helping them to see the value in the software and migrate compliantly in time for Making Tax Digital.

Our Accountant MTD migration to cloud service Is as follows.