Cloud Accounting Setup & Training

Making Tax Digital means more businesses, sole traders and landlords now need compatible accounting software. Verdi Bookkeeping helps you choose the right HMRC-recognised package, move your records across from paper or spreadsheets, and learn to use it confidently through patient, one-to-one training at our Camden office or online.

Laptop showing cloud accounting software dashboard
The right software, set up properly, saves time every week.

We are not tied to any one software provider. Popular options include Xero, QuickBooks, Sage and FreeAgent, and each has its strengths. Our aim is to recommend what genuinely suits the way you work, then set it up so that it produces accurate records for your VAT Returns, MTD updates and year-end accounts. You will have a named member of our team to guide you through every step.

What's included

  • An impartial review of your needs and the software options available
  • Help choosing an HMRC-recognised package that suits your business
  • Setting up your organisation, chart of accounts and VAT settings
  • Migrating opening balances from manual books or spreadsheets
  • Importing customers, suppliers and outstanding invoices
  • Connecting bank feeds and setting up bank rules
  • Setting up receipt capture apps so expenses are recorded on the go
  • Invoice templates and recurring invoices
  • Connecting to HMRC for MTD for VAT or MTD for Income Tax
  • One-to-one training at your own pace, in person or online
  • Ongoing support, or regular bookkeeping by us if you prefer

Choosing the right software

There is no single best package. The right choice depends on your business type, number of transactions, whether you are VAT-registered, whether you run payroll and how comfortable you are with technology. We look at these points with you:

QuestionWhy it matters
Are you a sole trader, landlord, partnership or company?Some packages are designed with particular business types in mind
Do you need MTD for VAT or Income Tax?The software must be recognised by HMRC for the relevant obligations
Do you employ staff?Some packages include payroll, others need a separate solution
How many transactions do you have?Affects which subscription level is sensible
What does your accountant use?Shared access can make the year end quicker

HMRC publishes lists of compatible software on GOV.UK. Requirements change, so check the current position or speak to us or your accountant. Our article on Making Tax Digital for Income Tax explains who is affected and when.

Tip: going digital does not mean throwing away your paperwork straight away. Check our guide on how long to keep business records before you shred anything.

Who it's for

  • Sole traders and landlords coming into MTD for Income Tax
  • Businesses still keeping manual books or spreadsheets
  • Companies unhappy with their current software or its set-up
  • Freelancers in entertainment, TV and publishing who want simple, reliable records
  • Anyone who has bought software but never quite got it working

How it works

  1. Free initial chat. We find out how you work now, what you need the software to do and any deadlines you face.
  2. Gather records. We collect your existing books, spreadsheets, bank details and customer and supplier lists.
  3. Set up and migrate. We configure the software, bring across your balances and connect bank feeds and apps.
  4. Train and support. We show you, one to one, how to handle your everyday tasks, then check in to help with questions.
  5. Handover to your accountant. We give your accountant access where appropriate, so year-end work is straightforward.

Why choose Verdi Bookkeeping

Independent advice

We recommend software based on your needs, not a particular brand.

Bookkeepers first

We set up software the way a bookkeeper needs it, so your records are accurate from day one.

Patient, personal training

One-to-one sessions with a named member of our team, at a pace that suits you.

Support afterwards

Keep doing it yourself with our help on hand, or hand the bookkeeping over to us.

Once your software is running, we can take care of your bookkeeping, VAT Returns and MTD Income Tax quarterly updates, as well as payroll.

Frequently asked questions

Which software do you recommend?

It depends on your circumstances. Xero, QuickBooks, Sage and FreeAgent are all widely used and HMRC-recognised for various obligations. We help you compare them against your needs.

Can you move my spreadsheets into software?

Yes. We bring across opening balances and, where useful, historic data, so you start with accurate figures.

I am not confident with computers. Can you still help?

Certainly. Our training is one to one and at your pace. If you would rather not use the software yourself, we can keep the books for you.

Do I still need a bookkeeper once I have software?

Software makes record keeping easier, but it still needs to be coded and reconciled correctly. Some clients manage it themselves with our support; others prefer us to do it.

Go digital with confidence

Talk to us about choosing, setting up and learning accounting software.

Book a free consultation Call 020 7482 4641

Other services: Bookkeeping Services · Payroll & PAYE · VAT Returns & MTD for VAT · Accounts to Trial Balance · Self Assessment & MTD Income Tax Support