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