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WHO WE HELP
Limited Company
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Social Media Influencer
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SOLUTIONS
Cloud Accounting
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Management Accounts
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CONTACT
BLOGS
HOME
ABOUT
WHO WE HELP
Limited Company
Small Business
Social Media Influencer
Sole Trader
Recruitment Business
Ecommerce Business
Landlords
Blockchain Business
Contractors
Crypto Business & Investors
Day Care Nurseries
SaaS Business
Homecare and Care Home
SOLUTIONS
Cloud Accounting
Cloud Bookkeeping
Annual Accounts Service
Payroll
VAT Return
Self-Assessment Tax Returns
Crypto Accounting
Bookkeeping Cleanup Service
Auto Enrolment
Virtual Finance Department
SaaS Accounting Service
Management Accounts
Forecasting
Ecommerce Accounting
Supplier Payment
Credit Control
Virtual Finance Director
TRAINING
Xero Traning
Xero Basic Training
Xero Advanced Training
Complete Xero Training
Xero Charity Training
Xero Practical Accounting Training
Xero Payroll Training
Xero Training for Landlord
Xero Training For Business Owner
Xero Bespoke Training
Xero Project Training
QuickBooks Online Traning
QBO Basic Training
QBO Advanced Training
Complete QBO Training
QBO Charity Training
QBO Practical Accounting Training
QBO Payroll Training
QBO Training for Landlord
QBO Training For Business Owner
QBO Bespoke Training
QBO Project Training
Others Traning
Sage Training
FreshBooks Training
Zoho Book Training
MIGRATION
Xero
Xero Migration
Xero Implementation
Xero Apps Advisory
Xero Payroll Setup
Xero Charity Migration
Xero Support
QuickBooks
QuickBooks Migration
QuickBooks Setup
QuickBooks Apps Advisory
QuickBooks Payroll Setup
QuickBooks Support
Sage
Sage Business Cloud Migration
Sage Implementation
Sage Payroll Setup
Sage Apps Advisory
Sage Support
Others
NetSuite ERP
FreshBooks
Reckon
Zoho Books
FreeAgent
PRICES
CONTACT
BLOGS
Get a quote
Migration Quote
Accounting & Bookkeeping Service
Migration Quote
Step
1
of
3
33%
Name
*
Business Name
*
Email
*
Telephone
*
Country
*
Software Migrating From
*
Software Migrating From
Access Dimensions
Aquilla
Akaunting
Bench
ClearBooks
Crunch
Exact
Exchequer
FreshBooks
Freeagent
Godaddy
Kashoo
Kashflow
Microsoft Dynamics
MYOB
NetSuite
Pandle
Pegasus
Quicken
Quickfile
QuickBooks Desktop
QuickBooks Online
Recon
Reviso
SAP
Sage 50
Sage 200
Sage 300
Sage Business Cloud
Sage Intacct
Twinfield
VT Software
Wave
Xero
Xledger
ZipBooks
Zoho Books
Others
Software Migrating To
*
Software Migrating To
ClearBooks
FreeAgent
FreshBooks
KashFlow
MYOB Business
NetSuite ERP
QuickBooks Online
Recon
Sage Business Cloud
Xero
ZohoBooks
Others
Name of the software migrating from
*
Name of the software migrating to
*
Conversion Date (dd/mm/yyyy)
*
Day
Day
1
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3
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28
29
30
31
Month
Month
1
2
3
4
5
6
7
8
9
10
11
12
Year
Year
2026
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
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2002
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1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
Financial Year End Month
*
Select
January
February
March
April
May
June
July
August
September
October
November
December
Migration Period (Historical date from when data needs to be migrated)
*
Do you need full historical transaction or just financial year end figures?
*
Full historical transaction – Useful for reporting or referring to past data
Financial year end figures- Useful for a fresh start or really messy legacy data
Average number of sales invoices per month?
*
Average number of purchase invoices per month?
*
Average Number of Bank Transactions per month?
*
Do you want to use Multicurrency feature?
*
Yes
No
Number of foreign currencies Bank account?
*
Do you want to use Fixed Asset register features?
*
Yes
No
Number of Fixed Asset at Conversion date?
*
Do you want to use tracking/ department/cost centre?
*
Yes
No
Number of tracking/department/cost centre
*
Do you need payroll migration?
*
Yes
No
Number of employees?
*
Do you need Pension setup (UK Only)?
*
Yes
No
Number of employees?
*
Do you want to use Project feature?
*
Yes
No
Number of projects you want us to setup including historical project?
*
Do you want certain files attached to Transaction?
*
Yes
No
Number of attachments?
*
Do you want to use Inventory features?
*
Yes
No
How many inventory items do you have?
*
Do you need third-party app integration?
*
Yes
No
Name of connected App
*
Message
*
Consent
*
I consent to my data being stored and used for onboarding purposes
*
Consent
*
You agree with our privacy policy
*
CAPTCHA
Accounting & Bookkeeping Service
This field is hidden when viewing the form
Common Fields
Name
*
Business Name
*
Business Email
*
Telephone
*
Country
*
Type of business
*
Select Business Type
Sole Trader
Limited Company
Partnership
Self Employed
Landlord Tax Return
Ecommerce Business
Cryptocurrency Individuals
Cryptocurrency Business
Other
This field is hidden when viewing the form
Self Employed
Please describe what type of work do you do as Self-employed?
*
This field is hidden when viewing the form
Landlord Tax Return
How many rental properties do you have?
*
This field is hidden when viewing the form
Limited Company, Partnership, Sole Trader, Other
What size is your business annual Turnover?
*
Select
Under £100K Annually
£100K - £250K Annually
£250K- £500K Annually
£500K - £750K Annually
£750K- £1M Annually
£1M - £2M Annually
£2M - £4M Annually
£4M - £6M Annually
£6M - £10M Annually
£10M - £15M Annually
£15M+ Annually
Do you need us to complete VAT Returns?
*
No
Yes
Do you want us to manage your Payroll?
*
No
Weekly
Fortnightly
Monthly
Number of Employees
*
Would you like us to manage your pension scheme?
*
No
Yes
How many employees are enrolled or need enrolling?
*
Do you need Management Accounts Report?
*
No
Monthly
Quarterly
Do you need Cashflow forecasting Service?
*
No
Yes
Do you need Budgeting Service?
*
No
Yes
Do you need Virtual Finance Director Service?
*
No
Yes
Do you need Supplier Payments Service?
*
No
Weekly
Fortnightly
Monthly
Do you need Credit Control Service?
*
No
Yes
Do you need CIS Return?
*
No
Yes
Number of subcontractors
*
This field is hidden when viewing the form
Cryptocurrency Individuals
Did you make a profit on the sale of cryptoassets exceeding the annual exemption for Capital Gains Tax during any tax year (£12,300 for 2020/21 tax year)?
*
No
Yes
Have you previously declared all of your capital gains or profits to HMRC?
*
No
Yes
Not Sure
How many exchanges have you traded on in the last financial year?
*
Approximately how many trades did you make in the last tax year?
*
What was your estimated gain/profit last tax year?
Did you receive any Crypto from Airdrops, Staking, Mining, Chain splits, referral or Forks?*
*
No
Yes
Please provide a brief description of the relevant crypto assets involved and the value received from these activities
*
Did you buy, sell, swap or create any NFTs ( Non-fungible tokens)in the last tax year?
*
No
Yes
Please provide a brief description of the relevant crypto assets involved and the value received from these activities
*
This field is hidden when viewing the form
Ecommerce Business
Business Type
*
Select
Sole Trader
Limited Company
Partnership
Other
Primary Business Model
*
Select
Private Label
Dropshipping
Retail
Reseller
Wholesale
Print on demand
Other
What size is your business annual Turnover?
*
Select
Under £100K Annually
£100K - £250K Annually
£250K- £500K Annually
£500K - £750K Annually
£750K- £1M Annually
£1M - £2M Annually
£2M - £4M Annually
£4M - £6M Annually
£6M - £10M Annually
£10M - £15M Annually
£15M+ Annually
Which platforms are relevant to your business?
*
Select
Amazon
Shopify
Etsy
Ebay
Woocommerce
Magento
Other
How many orders does your business receive per month?*
*
Do you need us to complete VAT Returns?
*
No
Yes
Do you want us to manage your Payroll?
*
No
Weekly
Fortnightly
Monthly
Number of Employees
*
Would you like us to manage your pension scheme?
*
No
Yes
How many employees are enrolled or need enrolling?
*
Do you need Management Accounts Report?
*
No
Monthly
Quarterly
Do you need Cashflow forecasting Service?
*
No
Yes
Do you need Budgeting Service?
*
No
Yes
Do you need Virtual Finance Director Service?
*
No
Yes
Do you need Supplier Payments Service?
*
No
Weekly
Fortnightly
Monthly
Do you need Credit Control Service?
*
No
Yes
Do you need CIS Return?
*
No
Yes
Number of subcontractors
*
This field is hidden when viewing the form
Cryptocurrency Business
How many exchanges does your business use?
*
Approximately how many trades does your Business do each month?
*
Does your Business use any Custody Solutions?
*
No
Yes
Please provide the name of the platforms
*
Does your Business use any Lending or Defi platforms?
*
No
Yes
Please provide the name of the platforms
*
Do you need us to complete VAT Returns?
*
No
Yes
Do you want us to manage your Payroll?
*
No
Weekly
Fortnightly
Monthly
Number of Employees
*
Would you like us to manage your pension scheme?
*
No
Yes
How many employees are enrolled or need enrolling?
*
Do you need Management Accounts Report?
*
No
Monthly
Quarterly
Do you need Cashflow forecasting Service?
*
No
Yes
Do you need Budgeting Service?
*
No
Yes
Do you need Virtual Finance Director Service?
*
No
Yes
Do you need Supplier Payments Service?
*
No
Weekly
Fortnightly
Monthly
Do you need Credit Control Service?
*
No
Yes
Number of subcontractors
*
This field is hidden when viewing the form
SEMI COMMON FIELDS
This field is hidden when viewing the form
What size is your business annual Turnover?
*
Select
Under £25K Annually
£25K - £50K Annually
£50K- £75K Annually
£75K - £100K Annually
£100k+ Annually
Do you want us to complete your Bookkeeping?
*
No
Yes
Number of transactions we will enter per month
*
What is a transaction?
A transaction is one bookkeeping entry i.e. a sale, purchase, payment, or receipt.
Do you have any other income ? (i.e Employment, Capital Gain, Rental, Pensions etc)
*
No
Yes
Please provide details of your other income.
*
This field is hidden when viewing the form
Common Fields
How Did you hear about Cloud Accounting?
*
Select
Google Search
LinkedIn
Instagram
Facebook
Referral
Other
Please let us know who referred you
*
Please specify in the next field
*
Message
Consent
*
I consent to my data being stored and used for onboarding purposes
*
Consent
*
You agree with our privacy policy
*
CAPTCHA