Virtual Accounting Solutions

CBKLtd

T: 07939101900

E: info@completebookkeeping.co.uk

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We can help you set up your new

accounting system

Sage Business Cloud

Ideal for a Sage user looking for an online accounting solution

Accounting Features:

Simple Wizard to  Import data -

Upload customer & suppliers from csv

Creates customer invoice's and statements - easily emailed to clients.

Allows you to create more than one bank

Option to transfer money between bank accounts

Integrates with Sagepay and Sagepayroll

Online VAT return wizard

Full bank reconciliation

Accounting summary snapshots

Good Help area for how to do !

Free 24/7 support

 

 

Systems we support:

 

Sage-Business-Cloud logo

Sage 50 Accounts (desktop)

Sage Business (cloud)

QuickFile (cloud)

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Accounts Set up

QuickFile - Cloud Accountancy

Amazing how much this online software can do including bank tagging

Accounting Features:

Bank Tagging - extremely quick and efficient way to upload all your bank entries direct from your bank (or csv file).  

** set up electronic payments - automatically update from Paypal; Sagepay; Worldpay & Gocardless online account.

Upload customer & suppliers from csv

Adaptable invoice's - easily emailed to clients.

Ability to create a secure area for clients to log into own account area to see invoices and pay them.

Allows you to create more than one bank account

VAT Return submission

Upload your receipts for safe keeping

Option to request copy back up via email.

Lots of user friendly demos & help areas

 

"Whilst the bank tagging is a brilliant feature it is not a full bank reconciliation and can lead to confusion which items agree to the bank.   Whilst bank tagging to suppliers you do not have the option to enter invoice date against supplier invoice's which may effect your VAT on accrual basis, no problem for cash accounting VAT though!

 

From £5 per month (plus VAT) - this creates a link for CBKLtd to have direct access to your accounts.  This includes the cost of auto bank feeds.

 

Sage 50 - Desktop

CBKLtd are able to complete any accounting requirements using remote access to log directly onto your computer.   We do ask you set up a log in for our own use.

 

 

Sage-Business-Cloud logo

Sage 50 - Data Conversion

On loading your Sage upgrade you will be able to automatically convert data to your newest version.

 

Full details can be found on sage website : https://my.sage.co.uk/public/help/askarticle.aspx?articleid=15535

 

For older versions it is not possible to auto convert the data.  CBKLtd will update to a compatible version and save a data back up.  We ask that the back up is data only.  Conversion will normally be completed in one day.

 

email now info@completebookkeeping.co.uk

 

Sage Data Conversion is £45 + VAT - payment must be received in advance, when it is not possible for us to convert data a refund will be made to you less £10 + VAT for our time.

QuickFile-