Move your accounts to the cloud with ease

Data migration, software training and small business coaching from a team

with more than ten years’ experience using Xero, FreeAgent, IRIS and QuickBooks

What we do

• Data migration between any accounting platforms

• Practical training so you can use your new software from day one

• Business and life coaching that links your systems to your wider goals

Benefits

• Secure transfer of every transaction, client and supplier record

• Clear tuition that suits your pace and learning style

• Guidance that helps you turn numbers into decisions

Your data, safely moved

Moving from desktop to cloud or switching cloud providers can feel daunting. We handle the entire process, including:

• Exporting and cleansing historical data

• Importing it to your chosen platform

• Verifying balances and reconciliations

You keep full control, and nothing is lost.

Learn the essentials in one session

After migration we guide you through:

• Setting user roles and permissions

• Creating invoices and bills

• Bank feeds and reconciliations

• Basic reporting

Training is delivered online, tailored to your workflow.

Systems are only half the story

• Clarify your business vision

• Align personal and professional goals

• Build habits that support growth

The result is a clearer path from data to action.

1. Discovery – 15 minutes online

We review your current setup and define your objectives.

2. Migration & training – 60 minutes

Walk through of the chosen software with answers to your questions.

3. Follow-up checklist

A concise to-do list that keeps the changeover simple.