Software Set-up & Training
Since becoming bookkeepers, we’ve yet to come across a do-it-yourself set-up bookkeeping system that was configured correctly. Incorrect tax mappings and poor structure quietly cost businesses money. By identifying these issues and correcting past BAS lodgements, we’ve recovered thousands for our clients.
Is Your Bookkeeping Software Set-up Right?
You Could Be Losing Money Unnecessarily
Many business owners assume their accountant should handle software setup. In practice, we’re frequently engaged to undo setups completed by accountants. Software configuration is specialist work—and it sits squarely in the bookkeeping space.
Bookkeeping Software Setup & Training
This is not a side service for us. It’s a core specialty we’ve delivered for over a decade.
Software Setup
- Structured digital onboarding to capture the right information
- Full configuration of your accounting file to our compliance and reporting standards
- Industry-specific setup aligned to how your business actually operates
Software Training
- One-on-one training customised to your workflow
- Recorded sessions so you can revisit the material anytime
- Ongoing support after training to ensure everything sticks
There’s no shortage of software options today. Our view is simple: if you can define the process, the right software can support it. We’re accredited partners with Xero, a leading accounting platform (we are efficient across several accounting platforms) and work with a multitude of add-on apps to streamline data capture, reporting, and operations.
We help with:
- Selecting and setting up the right accounting and bookkeeping software
- Paperless solutions for bills, receipts, and data capture
- Industry-specific systems for trades, services, retail, and more
Get your software set up properly from the start—and start saving time and money immediately.
Our 3 point service guarantee gives you peace of mind.
Ready To Proceed?
Book a call or zoom meeting.