IT Services

IT & Accounting Solutions Limited provides practical technology, cloud accounting and business systems support to SMEs, charities, social enterprises and other organisations.

Established in March 2004, we combine accountancy knowledge with extensive experience in business technology. This allows us to help clients choose, implement and support systems that improve efficiency, strengthen controls and provide better financial information.

Our services range from cloud accounting and Microsoft 365 administration to cybersecurity, backup, communications and general IT support.

Cloud accounting systems

We support organisations using cloud accounting software, including:

QuickBooks Online;
Xero; and
FreeAgent.

We can help clients choose the system that best suits their size, structure, reporting needs and internal resources.

Our cloud accounting support may include:

initial system setup;
migration from spreadsheets or legacy software;
chart of accounts design;
opening balance setup;
bank feed configuration;
VAT settings;
user permissions;
digital receipt and invoice capture;
payroll integration;
management reporting;
Making Tax Digital setup;
staff training; and
ongoing support.

QuickBooks Online

QuickBooks Online is suitable for many small and medium-sized businesses, charities and not-for-profit organisations.

We can assist with:

new company setup;
chart of accounts configuration;
bank feeds and bank rules;
VAT setup;
classes, locations and project tracking;
recurring transactions;
supplier and customer records;
management reports;
expense capture;
purchase approval processes;
app integrations;
troubleshooting; and
training.

We have substantial experience using QuickBooks Online for bookkeeping, management accounts, VAT returns, fund reporting and outsourced finance services.

Xero

Xero is a widely used cloud accounting platform that can support businesses and organisations requiring real-time financial information and integration with other applications.

Our Xero support may include:

system setup;
migration from another accounting package;
bank reconciliation;
VAT configuration;
invoice and bill processing;
tracking categories;
user access and permissions;
reporting;
app integrations;
data review;
error correction; and
staff training.

We can also help clients improve the structure of their Xero records so that the reports are meaningful and reliable.

FreeAgent

FreeAgent can be particularly suitable for freelancers, consultants, contractors and smaller owner-managed businesses.

We can assist with:

initial setup;
bank feed connection;
income and expense recording;
invoicing;
expense claims;
VAT setup;
self-assessment records;
corporation tax information;
project tracking;
reporting; and
general system support.

We can help clients determine whether FreeAgent provides sufficient functionality for their needs or whether a more advanced accounting system would be appropriate.

Choosing the right accounting system

The best accounting system is not necessarily the one with the most features.

When recommending a platform, we consider:

the size and complexity of the organisation;
transaction volumes;
VAT requirements;
payroll requirements;
fund, department or project reporting;
management reporting needs;
number of users;
approval workflows;
app integrations;
budget;
internal finance skills; and
future growth.

We aim to recommend a system that is proportionate, practical and capable of producing reliable information.

Migration and implementation

Moving to a new accounting system requires careful planning.

Our migration and implementation support may include:

reviewing the existing records;
agreeing a migration date;
cleaning existing data;
designing the chart of accounts;
transferring opening balances;
importing customers and suppliers;
configuring VAT;
setting up bank feeds;
creating users and permissions;
testing reports;
checking control accounts;
training users; and
supporting the first reporting periods.

We can also review whether connected applications are needed for expenses, approvals, payments, payroll or reporting.

Digital bookkeeping and document capture

Cloud systems can reduce manual processing and improve access to financial information.

We can help implement:

digital receipt capture;
supplier invoice capture;
expense claim systems;
document approval workflows;
cloud document storage;
automated bank feeds;
recurring transactions;
payment approval processes; and
integration with the accounting ledger.

We work with clients to ensure that automation does not weaken financial controls or result in unreliable data.

Management reporting and dashboards

We can configure accounting systems to provide more useful financial reporting.

This may include:

monthly management accounts;
cashflow reports;
budget comparisons;
department or project reporting;
restricted fund reporting;
profitability analysis;
debtor and creditor reports;
key performance indicators;
board reporting; and
customised dashboards.

The objective is to turn accounting data into information that can support decisions.

Microsoft 365 support

We provide Microsoft 365 administration and support for small and medium-sized organisations.

Our services may include:

Microsoft 365 tenant administration;
user account creation and removal;
licence management;
Exchange Online;
Outlook and email support;
OneDrive;
SharePoint;
Microsoft Teams;
security settings;
multi-factor authentication;
mailbox management;
access permissions;
email migration; and
general troubleshooting.

We can also help organisations establish practical procedures for user access, leavers, document storage and account security.

Cloud storage and document management

We can assist organisations with the secure storage and sharing of business documents.

This may include:

SharePoint document libraries;
OneDrive;
shared folders;
access permissions;
document structures;
version control;
secure external sharing;
retention considerations;
backup arrangements; and
migration from local servers or informal storage systems.

A well-designed document structure can improve efficiency while reducing the risk of unauthorised access or lost information.

Managed IT support

We provide general IT support and can coordinate with specialist suppliers where appropriate.

Support may include:

desktop and laptop issues;
software configuration;
user account problems;
email issues;
printer and peripheral support;
remote assistance;
device setup;
network troubleshooting;
supplier liaison;
system reviews; and
technology planning.

The precise support arrangement will depend on the organisation’s size, systems and requirements.

Cybersecurity

Cybersecurity is an important part of financial and operational control.

We can help organisations improve their security through:

multi-factor authentication;
user access reviews;
password and account policies;
endpoint protection;
email security;
anti-phishing measures;
device management;
software patching;
backup monitoring;
staff awareness;
incident response planning; and
Cyber Essentials-aligned controls.

Where specialist penetration testing, forensic investigation or formal certification is required, we can coordinate with an appropriate specialist provider.

Backup and business continuity

Reliable backups are essential, but they should also be monitored and tested.

We can assist with:

cloud backup;
Microsoft 365 backup;
server and device backup;
backup monitoring;
recovery testing;
retention policies;
disaster recovery planning;
business continuity procedures;
system documentation; and
supplier coordination.

We encourage clients to consider how quickly key systems and information would need to be restored following an incident.

VoIP and business communications

We provide support for cloud-based telephone and communications systems.

Our services may include:

VoIP telephone systems;
user and extension setup;
call routing;
auto attendants;
call groups;
voicemail;
mobile and desktop applications;
number porting;
remote working;
call recording considerations;
reporting; and
general support.

Cloud communications can provide flexibility for organisations with multiple locations, remote workers or changing staffing arrangements.

Google Workspace

Where clients use Google Workspace, we can assist with:

user administration;
Gmail;
Google Drive;
shared drives;
access permissions;
account security;
email migration;
multi-factor authentication;
document sharing; and
general support.

We can also help organisations decide whether Microsoft 365 or Google Workspace is better suited to their needs.

System reviews and process improvement

Technology should support the way an organisation works rather than create unnecessary complexity.

We can review:

accounting processes;
expense claims;
purchase approvals;
payroll workflows;
document storage;
reporting processes;
user permissions;
duplicate data entry;
manual spreadsheets;
integrations;
security controls; and
opportunities for automation.

Our understanding of both finance and technology allows us to assess the wider process, not simply the software.

Support for charities and not-for-profit organisations

Charities and not-for-profit organisations often need reliable technology while working within limited budgets.

We can assist with:

cloud accounting;
fund and project reporting;
Microsoft 365;
Google Workspace;
digital expense claims;
purchase approvals;
shared documents;
trustee access;
backup;
cybersecurity;
VoIP;
remote working; and
technology planning.

We aim to recommend solutions that are secure, proportionate and affordable.

Who we support

We provide IT and cloud accounting support to:

small and medium-sized businesses;
owner-managed companies;
charities;
charitable incorporated organisations;
social enterprises;
community interest companies;
membership organisations;
education and training providers;
professional firms;
property businesses; and
organisations with outsourced finance functions.

Why choose IT & Accounting Solutions?

Established in March 2004
Accountancy and technology expertise in one practice
Experience with QuickBooks Online, Xero and FreeAgent
Strong Microsoft 365 and cloud systems knowledge
Practical cybersecurity and backup support
Understanding of finance processes and internal controls
Strong charity and not-for-profit experience
Director-led and responsive service
Solutions tailored to the size and needs of the organisation
Based in Maidstone and supporting clients across the UK

Important information

Our IT services are provided according to the scope agreed with each client.

Where highly specialist technical, security, legal or regulatory advice is required, we may recommend or work with an appropriate specialist provider.

Clients remain responsible for approving system changes, maintaining appropriate internal policies and ensuring that their use of technology complies with applicable legal and regulatory requirements.

Professional regulation

IT & Accounting Solutions Limited is an accountancy practice regulated by the Association of International Accountants for the provision of accountancy services.

The practice is supervised by the Association of International Accountants for compliance with the Money Laundering Regulations 2017.

Marcel Jung is a Fellow of the Association of International Accountants and holds an AIA practising certificate.