Cloud Accounting Setup And Training

Seamless Transition to Efficient Cloud Accounting Solutions

KPI Bookkeeping Services expertise in facilitating the adoption of cloud accounting solutions, from initial setup and customisation to comprehensive training and ongoing support, ensuring businesses can leverage the full potential of modern accounting technology.

Software Selection

Guidance in choosing the right cloud accounting software (e.g., Xero, QuickBooks Online, MYOB).

Initial Setup:

Setting up cloud accounting software tailored to business needs and structure.

Chart of Accounts Configuration:

Customization of chart of accounts for accurate financial tracking.

Bank Feeds Setup:

Integration of bank feeds to automate transaction imports and reconciliation.

Invoice and Payment Setup:

Configuration of invoice templates and payment gateways for streamlined operations..

Payroll Integration:

Integration of payroll systems with cloud accounting software for seamless data flow.

Transition Management:

Smooth transition from traditional accounting methods to cloud-based solutions.

Training Workshops:

Hands-on training sessions for staff on using cloud accounting software effectively.

Ongoing Support:

Providing ongoing support and troubleshooting assistance post-setup.