Are you moving to a new accountant or starting with professional bookkeeping for the first time? A messy start can lead to months of inaccurate reports and costly clean-ups. Our meticulous Take-On service ensures your books are set up perfectly from day one.
What is Accounting Take-On? A Simple Guide
“Take-on” is the critical process of moving a business’s financial records from your old system (which might be spreadsheets, another accountant, or even a shoebox of receipts) to a new, professional accounting software like Xero or Sage. It’s a crucial setup phase that involves creating your company file, establishing the correct opening balances (a snapshot of your financial position on the start date), and setting up a “chart of accounts” (the list of categories for your income and expenses). Getting this foundation right is essential for all future financial reporting to be accurate.
Why Choose StartupHero for This?
We are certified experts in Xero and Sage. Our meticulous take-on process is like building the foundations of a house – we make sure everything is perfectly square and level before we start building the walls. This guarantees a clean slate and accurate opening balances, preventing the common “garbage in, garbage out” problem in business accounting.
Key Features & Benefits
- ✅ A Perfectly Clean Start: We verify and establish your opening balances, ensuring 100% accuracy from day one.
- ✅ Custom Chart of Accounts: We don’t use generic templates. We set up your accounts list tailored to your business needs for better financial insights.
- ✅ Backlog Clearing: We can process any historical transaction backlogs to bring your books completely up to date.
Client Testimonial
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“I moved to StartupHero from another accountant, and their take-on process was so thorough. They found and corrected errors my previous accountant had been making for years. The difference in quality is night and day.”
Frequently Asked Questions (FAQs)
Q: What if my previous bookkeeping is a complete mess?
A: That’s what we’re here for! Our backlog clearing service is designed to sort out messy historical data and establish a correct, reliable starting point.
Q: How long does the take-on process take?
A: This depends on the complexity and cleanliness of your existing records, but a standard take-on is typically completed within one to two weeks.
Start your journey to financial clarity on a solid foundation. Let us handle your accounting setup with the precision it deserves.
Susan P., Durbanville –
I moved to StartupHero from another accountant, and their take-on process was so thorough. They found errors my previous accountant had been making for years. The difference in quality is night and day.