Services · Day-to-Day Finance
Cloud Accounting Setup — Xero, FreeAgent, QuickBooks & Sage
We set your cloud accounting up properly the first time, migrate your data, integrate the right apps, and train your team — on whichever platform suits your business.
What's included
- Platform recommendation — Xero, FreeAgent, QuickBooks or Sage
- Subscription setup (often at partner pricing on Xero)
- Chart of accounts tailored to your business
- Historic data migration
- Bank feeds, Dext and app stack integrations
- 1-to-1 training
Frequently asked
Which software do you recommend?
We're software-agnostic. Xero is our most common pick for limited companies, FreeAgent is great if your bank gives it to you free (NatWest, RBS, Mettle, Ulster), QuickBooks works well if you're already on it, and we happily support Sage too.
Can I get Xero cheaper through you?
Yes — we pass on Xero partner pricing where applicable.
Client stories
What it's like to work with us.
Owner-managed businesses across Lancashire — same approach, same fixed fee, same Francis on the other end of the phone.
“Francis is the first accountant we've had who actually picks up the phone. Fixed monthly fee, no surprise bills, and our year-end was done weeks ahead of deadline. Honestly a weight off — feels like having a finance director on the team.”
Jack
Director · Tech Warehouse Group Holdings Ltd
“Running a property business means HMRC keep moving the goalposts. Francis stays ahead of it — explained Making Tax Digital for landlords in plain English and had us set up on the right software in a day. Couldn't recommend the team more.”
Chris Stevenson
Director · CS Properties Ltd