Financial Management
Cloud Accounting & Software Setup
Moving to the cloud is the easy part. Xero and MYOB are only as good as their configuration — set up poorly, they create as much work as they save. BPS handles the move and the setup together: the right platform, your data across intact, configured around how you actually work, and a team trained to use it.
What cloud accounting is
Cloud accounting runs your books on secure online software instead of a program tied to a single machine. You and your advisers see the same live data from anywhere, and routine tasks like bank reconciliation happen automatically.
This service covers the whole engagement: selecting the right platform and plan, configuring it properly, migrating your data safely, and training your people to use it day to day. BPS delivers the technical setup and the training together, so you don’t end up with capable software your team never fully uses.
We also switch on what the platform automates natively — bank feeds, reconciliation rules, recurring invoices, approval workflows — so you get the efficiency the software already offers before spending on anything further. And we remain available once you are live.
Who it’s for
Likely a fit if any of these sound familiar.
- You cannot reach your financial data unless you’re in the office.
- Manual data entry and reconciliation are taking too long.
- Setting up Xero or MYOB in-house is a daunting prospect, or you’re unsure how to configure it for your needs.
- Your current configuration was rushed and isn’t working smoothly.
- Your team needs proper training to use the platform well.
- Collaborating with your team or accountant is cumbersome.
- You’re worried about data security and backups on your current setup.
- You want real-time insight into performance, not month-old figures.
How we set it up
Getting you onto the platform, then making sure it earns its keep.
Choosing and setting up
- Assess your needs and recommend the right platform and plan, whether Xero, MYOB or another.
- Handle setup and configuration, including chart of accounts and bank feeds.
- Migrate your existing financial data across accurately and safely.
- Configure the software to match your workflows and reporting.
Getting value from it
- Deliver tailored training covering the features your team will actually use.
- Switch on the platform’s built-in automation — bank feeds, reconciliation rules, recurring invoices and approval workflows.
- Integrate your accounting with other systems, such as CRM, inventory and payroll.
- Set up custom reports and dashboards so the data is actually usable.
- Provide ongoing support and optimisation as your needs change.
From platform to process
Most businesses get further than they expect on the software alone. It’s worth knowing where that runs out.
01
Move
Onto the right cloud platform, with your history intact and nothing lost in the transfer.
02
Configure
Set up around how you work, your team trained, and the platform’s own automation turned on.
03
Extend
Where the gains run past what the software does out of the box, Financial Automation picks up.
What you get
Access to live financial data from anywhere, on any device.
Software set up correctly for how your business runs.
A team that can use the platform with confidence.
Less manual work, as routine tasks run themselves.
A faster, less disruptive transition or implementation.
Secure data with automatic backups.
Meaningful reports and insight from your accounting data.
Numbers that are current, rather than a month behind.
Why BPS
We manage the migration end to end and configure the system around your business, then pair the technical setup with substantive training and ongoing support — so the platform works from the outset rather than after months of trial and error. BPS is based in Perth and works with businesses across Western Australia.
Works well with
Our Financial Management services are designed to connect. These are the ones most often paired with Cloud Accounting & Software Setup.
Next step
Tell us what you’re running your accounts on now and where it frustrates you. We’ll tell you whether it needs replacing or just setting up properly.
Book a consultation