WT Bookkeeping can help you to know your software tools and get the best from them
Accounting software is a tool and like any tool you need to learn how to use it.
You need to be confident that the software data on which are you relying to make business decisions and meet compliance obligations is complete and accurate from day one.
WT Bookkeeping can help you with the setup and training relating to your new accounting software, whether it's desktop or cloud, so that it serves your business efficiently, saves time, and gives you data you can confidently rely on.
WT Bookkeeping can help you set up and manage your software so that it serves you, not the other way round. We will partner with you to help you learn to get the best from your accounting software whether you're just starting out or you've enjoyed some business growth.
WT Bookkeeping is trusted by a wide range of industries. We also specialise in trade and construction, hospitality, transportation, property (development and management), legal and professional services.
Our software setup and training services include:
Setting up your software
WT Bookkeeping can help you with the initial set up of your new software. We can help you develop a chart of accounts that fits your business and make sure your opening balances from other systems have been input correctly.
We can help you set up automatic functionality such as bank data feeds that can save hours of data entry each month.
Training on your software
WT Bookkeeping can train you and your team to use your new software simply and efficiently, including:
- How to enter the data accurately
- How to complete an invoice or set up the automatic invoice function
- How to send out customer statements to help maintain a healthy cash flow
- How to create a purchase order to track and manage suppliers and purchases
- How to run financial reports such as cash flow, profit and loss and balance sheets
- How to reconcile your bank, loan and credit card accounts
- How to run your monthly or quarterly BAS reports
- How to prepare and process your payroll
- How to run your superannuation reports
WT Bookkeeping software training can take as little as one hour to get you started.
Once you are up and running, a quick 30 minute session over the phone or an online review can often be enough to keep things on track and answer any queries or concerns you might have.
The qualified team at WT Bookkeeping also has the expertise to help troubleshoot and manage complex software issues.
We have the knowledge and expertise to work with all desktop and cloud-based accounting software products including MYOB, XERO, QuickBooks, Sassu, Reckon and Cashflow Manager.
View some of our packages here. We can also tailor training packages to your specific needs.
Please contact us to book a complimentary meeting to discuss your bookkeeping requirements today.