Sage and Xero consultancy and implementation

Whether you are about to introduce Sage or Xero accounts / payroll software into your business, or you are wanting to develop the scope of the software further in your business, I can provide the expertise you need to ensure the process runs smoothly:

  • Analysis of your requirements
  • Full implementation support, or guidance giving you the knowledge to set it up yourself
  • Procedures for team members to follow and use
  • Data migration – including import / export
  • Customisation of reports and layouts

I can also provide full training to staff and ongoing support for your software for the duration of its use.

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Flexible Assistance – on-site or remote

If you are local to me then I can work with you at your offices.  The areas I cover in person are:

  • West Sussex
  • East Sussex
  • Surrey
  • Hampshire

If you are further afield we can work together remotely, with the use of Zoom and Teamviewer.

Implementing Sage or Xero into your business

There is always a lot to consider at the beginning,

Making the wrong decisions can impact what you can get out of the software going forwards, and the set-up process itself can be time-consuming, including reading through the dozens of help articles.

I can work through the process with you, step-by-step, saving you a lot of time and stress in getting to where you need to be.

I understand that everyone’s budget is different, and you can choose for me to run the whole project alongside you or just be there in an advisory capacity to offer guidance on what to consider and how to go about the set up.

Getting more from your existing Sage or Xero software

I work with many businesses that have been using Sage or Xero for some time and are now finding that:

  • They need to understand the new features / benefits that have become available in the software
  • They are keen to change the way the software works in their business as their requirements move on.

I can talk through your requirements with you and come up with a plan going forwards, then work with you to achieve them.

Get in touch

Experienced Sage and Xero Consultant

I have trained and supported businesses with their accounts and payroll software for over 30 years.

I have 32 years experience with Sage and am a Xero Accredited Advisor. 

I tailor Sage and Xero consultancy for each client and use their systems and data.  Whether you need me to set up a brand new installation or reconfigure the existing set-up, I will make sure you learn what you need at a pace that suits you.

Then if you have any queries after our session, or need to reach out for any reason, I am on the end of a phone for ongoing support.

What clients say

From day one there was never any doubt that Lisa had the patience for me to succeed!!  She took every step slowly, explaining everything whilst I shadowed her to learn the whole process of entering bank payments, suppliers information, Journal entries, bank reconciliation etc.  Lisa is always on the end of the phone if I have a problem of any kind when left to my own devices. 

Lisa’s patient way of teaching, and explaining was perfect for me.  The screen shots have been an invaluable reference for me when I am on my own, they show me everything I need to know if I’m having a blond moment!  Our next challenge is for me to complete a VAT return on my own, we are not quite there yet but it will happen.

LIN

Keen Consultants

Having been asked to take on the role of Payroll at my present employer and having had no training we asked Lisa to come along and teach me the basic role. She also came back to my workplace to help me produce the P60’s, End of Year Accounts and start issuing our payslips by email.

Lisa has been a real help with all our needs, contacting me before our appointment to make sure I was prepared and after to ask if there was anything else I needed to get the best out of our Sage Payroll system.

She was professional, friendly and above all approachable and nothing was to much trouble. I would have no worries about recommending her to others and will be using her often in the future.

Karen

Local nursing home

Lisa came into our office to do half a days’ Sage training for our new accounts team member.

Lisa was highly professional, arrived in plenty of time (she even found our premises with no help which is unheard of!), had a really great pace of training and provided excellent support.

We would definitely recommend Lisa to anyone needing Sage training and will likely use her again when we come across things we are unsure of.

Emma Walters

NTI Ltd