1. Initial Consultation
We start by understanding your business, current systems and future goals. This allows us to design a setup structure tailored to your operations.
2. Installation & Base Configuration
We install and configure the software to ensure it’s aligned with Australian accounting standards and ATO requirements.
3. Customisation
Your setup is personalised with business details, chart of accounts, GST codes, invoice templates, payroll categories and more.
4. Data Migration
If you’re moving from another system, we transfer all essential data accurately, ensuring nothing is lost or duplicated.
5. Bank Feed & Automation Setup
We integrate your bank, payment gateways and automation rules so your daily bookkeeping becomes quick and easy.
6. Testing & Review
Before going live, we thoroughly test the system to confirm everything is accurate and functioning smoothly.
7. Training & Support
We provide easy-to-follow training so you feel confident using your new system, plus ongoing support whenever you need it.