Training

We have experience using Cloud based software, such as SAGE, Xero and Kashflow. If you are interested in carrying out your own bookkeeping but are taking the first steps in using an online software, we can come out to you and spend a few hours going over the processes to enter information with you. If you need more training after those hours then we would be more than happy to continue to stay out with you and go through it with you. We are always available by phone to offer support if you have any further questions as you build up your bookkeeping information.
Why is online bookkeeping so important these days? Because HMRC are rolling in their Making Tax Digital (MTD) processes. So far this applies to VAT submissions, and it will be extended to account submissions. You yourself are not required to make the submissions; an accountant can still do this for you. It means that the way invoices and expenses are recorded are required to be on cloud software. For a training session you should have the computer you intend to work on for data entry, a log in account for your chosen software (if we haven't helped you set one up), income invoices and expense receipts and invoices. It's useful to have a variety of expense types to see the small differences in coding and treatment. A notepad and pen for notes on the process is also recommended.We will point out other features in the software that you can use to track the progress of your business, so there is more to the training than just data entry. We will show you how to view and understand a balance sheet and trial balance, and go through the steps to set you up for VAT submissions via the software.