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Take-On Accounting Setup

R950.00

Once-off service to clean up, structure, and migrate your existing books to our accounting platform.
✅ Clean-up of historical bookkeeping data.
✅ Setup of a professional Chart of Accounts in Xero/Sage.
✅ Reconciliation of all accounts to a starting date.

SKU: AT-TKON Categories: , Tags: , , , Brand:

Turnaround
Not Applicable

Requirements
• Access to your previous accounting software or records (e.g., spreadsheets, bank statements).

Process
1. Assessment: We review the current state of your books.2. Cleanup & Structuring: We clean up past transactions, establish a proper chart of accounts, and structure everything correctly in the new accounting software.3. Handover: We provide you with a clean, reconciled set of books, ready for our monthly services to begin.

FAQ
Why do I need a Take-On fee for my accounting?
The once-off Take-On fee covers the crucial work of migrating, cleaning, and structuring your historical financial data into our professional accounting system. This ensures that all future reporting is accurate and built on a solid, reliable foundation.

What affects the cost of the Take-On setup?
The cost depends on the complexity and quality of your existing records. A business with clean, reconciled books will have a lower setup fee than a business with historical data that needs significant cleanup and reconciliation work.

Once-off service to clean up, structure, and migrate your existing books to our accounting platform.
✅ Clean-up of historical bookkeeping data.
✅ Setup of a professional Chart of Accounts in Xero/Sage.
✅ Reconciliation of all accounts to a starting date.

Turnaround

Not Applicable
Requirements

• Access to your previous accounting software or records (e.g., spreadsheets, bank statements).
Process

1. Assessment: We review the current state of your books.2. Cleanup & Structuring: We clean up past transactions, establish a proper chart of accounts, and structure everything correctly in the new accounting software.3. Handover: We provide you with a clean, reconciled set of books, ready for our monthly services to begin.
FAQ

Why do I need a Take-On fee for my accounting? The once-off Take-On fee covers the crucial work of migrating, cleaning, and structuring your historical financial data into our professional accounting system. This ensures that all future reporting is accurate and built on a solid, reliable foundation. What affects the cost of the Take-On setup? The cost depends on the complexity and quality of your existing records. A business with clean, reconciled books will have a lower setup fee than a business with historical data that needs significant cleanup and reconciliation work.

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