Systems and Support

We bring clarity to your finance systems and calm to your day-to-day.
You stay focused while the tech works for you.

Your systems should help you feel in control not leave you feeling overwhelmed.

The right tools, set up the right way, can save you hours and give you real clarity.

We help you choose, set up, clean up, and confidently run your finance systems.

From cloud accounting and expense capture to dashboards, workflows, and automation.

What you will gain:

Too often systems are underused, overcomplicated, or simply not built to fit how you actually work. We fix that by making them simple and structured.

What you can expect:

Whether you are starting fresh, fixing a mess, or just want reliable support, we make your systems clear, connected, and stress-free.

Smart systems. Less stress. More control.

System Setup & Migration

Smooth. Structured. Stress-Free. Start Fresh With The Right Tools.

Whether you’re moving to Xero, Zoho, or another cloud platform, we handle the setup and migration with clarity and care so your data is clean, your structure makes sense, and your team feels supported.

We map out the right systems for your needs, transfer your data accurately, and configure everything for performance, not just compliance.

We provide tailored setup and migration support to help you start strong, avoid common pitfalls, and build a finance system that truly works for your business.

System Clean Up & Optimisation

Tidy Up. Tune Up. Transform How Your Systems Work.

Already using Zoho, Xero, or QuickBooks but something just feels… off?

We dive into your current setup, fix what’s broken, streamline what’s clunky, and bring order to the chaos.

From fixing chart of accounts and automation rules to reconnecting integrations and simplifying workflows, we’ll turn your system from a daily headache into a powerful tool.

We provide tailored clean-up and optimisation support to help you get the most from the tools you already have with less frustration, more clarity, and full control.

Ongoing Support & Troubleshooting

Real Help. Real People. Right When You Need It.

Even with great systems in place, things sometimes go wrong. A feed breaks. A report looks wrong. A setting gets lost. That’s where we come in.

We offer calm, practical support when you hit a snag whether it’s fixing issues, answering questions, or showing you how to do something the right way.

We provide responsive, jargon-free support that keeps your systems running smoothly so you’re never stuck, stressed, or left guessing.

Training & Guidance

Empowering. Practical. Confidence-Building Training That Sticks.

We don’t just set up your systems. We make sure you know how to use them. Whether it’s a one-off training session or ongoing support, we help you and your team feel confident navigating the tools you rely on.

From finance basics to advanced workflows, we explain things simply, avoid the jargon, and adapt to your pace and style.

We provide clear, tailored training to give you lasting confidence so your systems don’t just work, they work for you.

App Advisory & Integration Support

Smart Tools. Seamless Connections. Systems That Work Together.

With so many finance apps out there, it’s hard to know what works best or how to make them work together. We help you choose the right tools for your needs and ensure they connect smoothly with your finance systems.

Whether it’s linking CRM and projects to your accounting platform, automating data flows, or choosing the best add-ons for expenses, reporting, or payroll, we’ll guide you through it.

We provide clear, practical integration support that reduces duplication, improves visibility, and builds systems that scale with your business.

Stop Struggling With Messy Systems

Too many businesses waste time on tools that do not fit. We will simplify, connect and optimise your systems so they finally work the way you need them to.

 

Book your free consultation today and take back control.

Main Services

Whether you need the essentials handled or a proactive partner by your side, our services are built to make finance simpler, smarter, and more supportive.

Explore our full range of services below.

Accounts

Clean, compliant, and clearly explained.

Annual accounts delivered on time, every time.

Clear insights, not just compliance.

A solid foundation for confident decisions and long-term success.

Taxation

Tax made simple, strategic, and stress-free.

Clear advice you can trust.

Calm deadlines, always met.

No nasty surprises — just confidence.

Payroll, P11D and CIS

Handled with care.

Reliable and accurate every time.

Fully compliant, no stress or risk.

Confidence for you and your team.

Bookkeeping & VAT

Smart bookkeeping.

Accurate VAT.

The foundation for financial clarity.

Stay compliant with confidence.

Support growth with reliable data.

Management Reporting

From insight to impact.

Clear reports that make sense.

Track what really matters.

Insights that grow with your business.

Budgeting & Forecasting

Plan ahead with clarity.

Smart budgets you can trust.

Clear forecasts for better decisions.

No nasty surprises along the way.

Systems & Support

Smart systems, ongoing support.

Simplify your finance tech.

Keep everything running smoothly.

Confidence that it all just works.

Your Digital Finance Office

Your modern, proactive finance team.

Streamlined processes, all in one place.

Proactive support that grows with you.

Finance reimagined for today’s business.

Your Virtual Finance Director

Proactive planning, strategic insights.

Clarity when you need it most.

Control over every key decision.

Confidence to lead and grow.

Owlpha’s Growth Academy

Grow wisely, not wildly.

Clarity in your numbers.

Confidence in your decisions.

Profit that’s built to last.

Smarter Systems. Less Stress. More Control.

Whether you are starting fresh, fixing a mess or just want better support, we will help you build a system that gives you clarity and confidence.

 

Book your free consultation now and make your systems work for you.

What Our Clients Say

Real support. Real results. Trusted by businesses who wanted clarity, control, and confidence — just like you.

With many years in business, I have come across many accountants and can honestly say that AAB go 'beyond'.

AAB pride themselves on their personal approach, expertise and taking accountancy and business support into a new era.

Not only did we need Zoho experts but also key support in a number of areas whether at finance director level or systems and process improvements.

Richard, Louise and their team (our digital finance office) are an asset for our business and we look forward to developing further with them in the future.

Ben Fisher Managing Director

Accounting and Beyond transformed our messy and chaotic Zoho Books and Inventory setup.

By getting the fundamentals right, from setup to processes and reporting, they’ve given us real clarity.

We’re finally in control and looking forward to phase two of our project with them.

Jon Aconley Managing Director

Having worked with Richard for over 20 years, he and his team have seen us through a number of migrations from Sage 50 to Xero to Zoho along with providing regular guidance, advice and their digital finance office service.

Accounting and Beyond are a valued part of our team and look forward to the next chapter and improvements with AI.

Paul Davidson Managing Director

Partnering with Accounting and Beyond through their Digital Finance Office has been a game-changer for us.

What used to feel like constant chasing and confusion is now smooth, structured, and completely under control.

Their mix of expert guidance, smart systems, and proactive support means we finally have the clarity and confidence to focus on growing the business, knowing the finances are in safe hands.

Nathalie Weisberger Managing Director

Working with Accounting and Beyond has given us both the structure and the strategy we needed.

Through their Digital Finance Office everything runs smoothly in the background, while our monthly Virtual Finance Director meetings keep us focused on the right KPIs and future plans.

We now have the clarity, confidence, and proactive support to make better decisions and grow the business with control.

Matthew Smith Managing Director

Having been introduced to Accounting and Beyond a few years ago, I have seen first hand how beneficial their approach is – not only to our business but also myself – as the owner. Not only doing they take care of all the accounting nitty gritty but more importantly their support, guidance and advice in difficult situations has been invaluable both for my businesses but more importantly myself.

Neil Weisberger Managing Director

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