Cloud Accounting Training & Onboarding

Cloud accounting software is powerful, but only if you know how to use it properly. Without training, you're probably only using a fraction of what it can do, making mistakes, or struggling with setup. Cloud accounting training helps businesses use accounting software effectively—proper training ensures businesses get maximum value from cloud accounting systems. Software onboarding provides structured introduction to accounting software—effective onboarding helps businesses set up and use cloud accounting from day one.

The problem is most businesses set up cloud accounting software but don't get proper training. They try to figure it out themselves, watch YouTube videos, or rely on trial and error. That causes problems—wrong setup means data errors, lack of training means inefficiency, and no onboarding means you never learn the features that could save you time and money.

We handle cloud accounting training and onboarding for businesses wanting to use software properly: software setup training (getting your accounting software configured correctly), user training (teaching you how to use the software effectively), MTD compliance training (ensuring you meet Making Tax Digital requirements), and ongoing support. Whether you're a business in Medway needing Xero training, a company in Maidstone wanting QuickBooks onboarding, or a business in Canterbury needing Sage training, we'll provide training and onboarding that works. No software confusion, no wasted features—just proper training that helps you use cloud accounting effectively.

What this helps you do (fast)

• Use cloud accounting software properly — Training ensures you know how to use the software effectively, including features you might not discover on your own. Better software use means better results.
• Reduce errors and mistakes — Proper training helps you avoid common mistakes (wrong accounts, incorrect VAT codes, data entry errors). Fewer errors mean more accurate bookkeeping.
• Meet MTD compliance requirements — Making Tax Digital requires compatible software and proper setup. Training ensures you meet MTD requirements and maintain compliance.
• Save time and improve efficiency — Trained users work faster and more efficiently. You'll learn shortcuts, automation features, and best practices that save time.
• Get maximum value from your software — Cloud accounting software has loads of features. Training helps you discover and use features that save time and money.
• Confidence in using the software — Proper training builds confidence. You'll know how to use the software properly, so you're not guessing or making mistakes.

How it works

Step-by-step process for cloud accounting training and onboarding:

1. Discovery call — We chat about your business: what cloud accounting software you're using (Xero, QuickBooks, Sage, etc.), what your current experience level is, what you want to achieve, whether you're setting up new software or need training on existing software, and what specific areas you need help with.
2. Software assessment — We assess your current setup:
   • Software review — Review your current software setup to identify issues, missing configurations, or areas for improvement
   • User assessment — Assess current user knowledge and identify training needs (beginners, intermediate, advanced)
   • Gap analysis — Identify gaps between current usage and what the software can do
   • Training priorities — Determine training priorities based on your business needs and current knowledge
   Software assessment ensures training is targeted and relevant.
3. Software setup training — We provide setup training:
   • Initial configuration — Help set up your software correctly (company details, VAT settings, chart of accounts, bank feeds)
   • MTD compliance setup — Ensure software is set up for Making Tax Digital compliance (if applicable)
   • Integration setup — Set up integrations (bank feeds, payment gateways, expense management tools) if needed
   • User permissions — Set up user accounts and permissions correctly
   Software setup training ensures your software is configured properly from the start.
4. Core training sessions — We provide structured training:
   • Basic training — Introduction to software basics (navigation, dashboard, key features) for beginners
   • Transaction entry — How to enter transactions correctly (sales, purchases, expenses, transfers)
   • Reconciliation — How to reconcile bank accounts and credit cards
   • Reporting — How to generate and understand financial reports (profit and loss, balance sheet, VAT returns)
   • Advanced features — Training on advanced features (automation, recurring transactions, budgeting, forecasting)
   Core training ensures you can use the software effectively for daily bookkeeping.
5. MTD compliance training — We provide MTD training (if applicable):
   • MTD requirements — Explain Making Tax Digital requirements and what they mean for your business
   • MTD software features — Train on MTD-specific features (digital record keeping, API submission, digital links)
   • Quarterly submissions — How to prepare and submit quarterly updates (for MTD for Income Tax)
   • Compliance best practices — Best practices for maintaining MTD compliance
   MTD compliance training ensures you meet HMRC requirements.
6. Ongoing support — We provide ongoing support:
   • Follow-up training — Additional training sessions as you become more confident or as your business needs change
   • Troubleshooting — Help with software issues, errors, or questions
   • Software updates — Training on new software features and updates
   • Best practice guidance — Ongoing guidance on using software effectively and efficiently
   Ongoing support ensures you continue to use the software effectively.

We provide training for any cloud accounting software you're using. The key is structured training that builds knowledge gradually, from basics to advanced features, so you can use the software confidently and effectively.

Costs & timelines

Pricing factors:

• Training format — One-to-one training costs more than group training (more personalized attention)
• Software complexity — More complex software (advanced features, integrations) requires more training time
• User experience level — Beginners need more training than experienced users
• Training scope — Basic training costs less than comprehensive training including advanced features and MTD compliance

Commonly reported ranges by local providers:

• Cloud accounting training and onboarding (basic): £400–£800 for initial setup and basic training depending on software and user experience level
• Comprehensive training (including MTD): £600–£1,200 for comprehensive training including setup, core features, advanced features, and MTD compliance
• Additional training sessions: £150–£300 per session for follow-up training or advanced topics
• Group training: £200–£400 per person for small group training (2-5 people)

Why cloud accounting training and onboarding costs what it does:

• Software assessment requires understanding of your current setup and training needs
• Software setup training ensures proper configuration from the start
• Core training sessions require time to cover all essential features
• MTD compliance training requires knowledge of HMRC requirements and software features
• Ongoing support requires continued availability and expertise

Timeline: Basic training usually takes 1-2 days depending on software and user experience level. Comprehensive training including MTD compliance can take 2-3 days. Training is usually delivered in sessions (half-day or full-day sessions) spread over a few weeks, so you can practice between sessions. Software setup is usually done in the first session.

Ongoing support: If you want ongoing support (follow-up training, troubleshooting, guidance), that's separate. Typical ongoing support is £100–£200/month for regular support, or pay-per-session for ad-hoc support (£150–£300 per session).

No hidden fees. Training price includes software assessment, setup training, core training sessions, and training materials. Ongoing support and additional training sessions are separate if you want them.

Kent (UK) focus

We work with businesses across Kent: businesses in Medway needing Xero training, companies in Maidstone wanting QuickBooks onboarding, and businesses in Canterbury needing Sage training.

Kent businesses are increasingly using cloud accounting software, but many don't get proper training. They set up the software, try to figure it out, and end up using only basic features or making mistakes. The difference is when you get proper training and onboarding, you learn how to use the software effectively, meet MTD requirements, and save time. That's what helps Kent businesses get maximum value from cloud accounting software.

Common Kent business scenarios:

• New software users — Businesses switching to cloud accounting for the first time, needing setup and basic training
• Existing software users — Businesses already using cloud accounting but needing training to use it better
• MTD compliance — Businesses needing MTD compliance training to meet Making Tax Digital requirements
• Team training — Businesses needing to train multiple staff members on cloud accounting software

Kent business market context:

• Many Kent businesses use cloud accounting software (Xero, QuickBooks, Sage)
• Proper training helps Kent businesses use software effectively and meet MTD requirements
• Training reduces errors and improves efficiency for Kent businesses

Remote-first, Kent-focused. We don't need to meet in person (though we can if you prefer), and we understand what Kent businesses are dealing with. Cloud accounting training, software onboarding, MTD compliance—we'll provide training that helps you use cloud accounting effectively.

FAQs