Digital Bookkeeping Setup

What the service covers

This setup is designed to remove friction from your bookkeeping and give you reliable, up-to-date numbers.

• Selection and configuration of cloud bookkeeping software (where required)
• A practical chart of accounts and categories that match how you trade
• Bank feed connections and rules to reduce manual entry
• VAT settings (where applicable) to support compliant returns
• Supplier and customer setup, including invoicing basics
• Receipt capture and document storage workflow
• Opening balances or migration plan (based on what records you have)
• Clear month-end checklist so nothing gets missed
• Handover and guidance so you know what to do next

Who this is for

This service suits sole traders and limited companies who want tidy records without spending hours in spreadsheets. It is particularly useful if you are new to cloud bookkeeping, switching software, starting VAT registration, or have bookkeeping that has become inconsistent. If you are time-poor but want confidence in your numbers, a solid setup makes everything else easier.

How delivery works

You will start with a short fact-find to understand your business activity, how you invoice, how you take payments, and what you need from your reports. The bookkeeping system is then configured, bank feeds and rules are set, and a simple workflow is agreed for receipts, invoices and reconciliations. If you have existing records, you will also agree what to migrate and what to keep as a clean starting point.

What happens after setup

Once the system is live, you will have a repeatable routine for keeping your books up to date and a structure that supports VAT, year-end accounts and tax returns. If you prefer to outsource the ongoing bookkeeping, the setup makes it easy to hand the work over without disruption. You can also review and refine the setup as your business grows or your VAT position changes.