Cloud Software services
Cloud Accounting Software Implementation & Support
K&R Accountants helps businesses across Stoke-on-Trent and Staffordshire implement and optimise cloud accounting software. As certified advisors for Xero, Sage, QuickBooks, and FreeAgent, we guide you to the platform that best fits your operations and budget. Our implementation service covers data migration from legacy systems, chart of accounts setup, bank feed connections, and custom reporting dashboards. We train your team on daily workflows and provide ongoing support as your needs evolve. For businesses already using cloud software, we offer health checks that identify configuration improvements, unused features, and automation opportunities. The right software setup saves hours of admin time and gives you real-time visibility of your financial position.
Where we help
- Clean migration from legacy systems with minimal business disruption.
- Platform selection guidance based on your specific business needs and workflows.
- Custom configuration with chart of accounts, bank rules, dashboards, and automations.
- Comprehensive training for your team on daily operations and best practices.
- Ongoing support, troubleshooting, and optimization as your business grows.
- Integration with apps and add-ons to streamline invoicing, expenses, and reporting.
- Regular health checks to keep your accounting software accurate and audit-ready.
How it works
Discover & plan
We understand your current systems, business processes, and goals to recommend the best platform (Xero, Sage, QuickBooks, or FreeAgent) and scope the implementation.
Migrate & configure
We cleanse and migrate your data, set up chart of accounts, configure workflows, build templates, and establish permissions tailored to your operations.
Train & launch
We deliver hands-on training for your team on daily tasks, provide comprehensive documentation, and support the go-live transition.
Support & optimize
We provide ongoing expert support, run regular reviews, fine-tune automations, integrate new apps, and ensure your system evolves with your business.
Next steps
Tell us about your current accounting setup and we will recommend the right cloud platform and implementation approach.
Frequently asked questions
Which cloud accounting software is best for my business?
It depends on your needs. Xero excels for most small businesses with its excellent bank feeds and app integrations. QuickBooks suits businesses needing strong inventory management. Sage works well for established businesses familiar with desktop Sage. FreeAgent is ideal for freelancers and sole traders.
Can you migrate my data from spreadsheets or other software?
Yes, we handle complete data migrations from Excel, legacy desktop software, and other cloud platforms. We clean and validate your data, set up your chart of accounts, and ensure historical information transfers accurately.
What support do you provide after implementation?
We provide ongoing support including troubleshooting, training for new team members, regular health checks, integration with new apps, and optimisation as your business grows. Many clients include support in their monthly bookkeeping package.
Serving businesses across Stoke-on-Trent, Staffordshire, and the wider Midlands.