Business Details
Expert Accountants in Merseyside | Shelagh Toolan Sage & QuickBooks
Established to provide tailored accountancy solutions, we specialise in empowering businesses through expert financial management and software training. With over three decades of experience, our team delivers personalised support using the latest Sage and QuickBooks accounting software. We prioritise client needs through free initial consultations, ensuring our services align with individual business requirements. Our approach demystifies financial jargon, enabling clients to gain actionable insights from their accounts. We serve businesses of all sizes, from sole traders to large corporations, offering customised training and bookkeeping services.Our commitment to quality is reflected in our flexible training schedules, one-to-one tuition, and environment-specific software setup. We focus on transforming accounting into a strategic tool for business growth, helping clients automate processes and improve productivity. Our team's expertise spans financial reporting, cash flow analysis, and VAT compliance, ensuring clients receive comprehensive support. We pride ourselves on long-term client relationships built on trust, transparency, and measurable results. Our Merseyside-based team remains dedicated to evolving with industry standards while maintaining a client-centric approach.
Services
Financial Management
Bookkeeping Services
Sage Training
QuickBooks Training
Accounting Software Setup
VAT Returns
Credit Control
Payroll Analysis
Customised Reporting
Business Growth Consultation
Highlights and features
- We offer free initial consultations to tailor our services to your needs
- Our team has over 30 years of experience in accountancy and software training
- We provide one-to-one tuition in your business environment
- Specialists in Sage and QuickBooks software setup and automation
- Flexible training schedules adapted to your business requirements
What people say
Excellent training
Improved productivity
Personalised support
Simplified accounting
Expert guidance
Services
Financial Management
Our financial management services transform accounting data into strategic business tools. We help clients understand cash flow, profit and loss statements, and balance sheets through customised reporting. With over 30 years of experience, we automate financial processes and provide actionable insights for business growth.
Bookkeeping Services
Comprehensive bookkeeping solutions including month-end reconciliations, VAT returns, and credit control. We handle sales receipts, payments, and debt chasing while providing tailored reports to improve organisational focus and reduce operational costs for businesses of all sizes.
Sage Training
Customised Sage software training delivered in your business environment. Our experts teach efficient use of Sage 50 Suite, both online and desktop versions, ensuring staff can maximise software potential for improved productivity and accurate financial reporting.
QuickBooks Training
Tailored QuickBooks training programmes for businesses seeking to optimise financial management. We provide one-to-one tuition using your own systems, covering both online and desktop versions to streamline accounting processes and enhance data analysis capabilities.
Accounting Software Setup
Professional setup and configuration of Sage and QuickBooks software tailored to your business needs. We ensure correct initial setup for accurate financial reporting, including customised workflows and integration with existing business processes for seamless operations.
People
Shelagh Toolan
Founder
With over 30 years of accountancy experience, Shelagh Toolan established this practice to demystify financial management for businesses. Her expertise in Sage and QuickBooks software enables clients to transform accounting data into strategic business tools through personalised training and support.
Questions
How do I find a good accountancy training company?
Look for qualified trainers with industry experience and check client testimonials. We offer tailored training with proven results in Sage and QuickBooks software proficiency.
Do you offer free consultations?
Yes, we provide free initial consultations to assess your accounting needs and recommend the most appropriate training or support solutions.
What areas do you serve?
We operate across Merseyside, Liverpool, North Wales, and Wirral, providing on-site training and remote support services for businesses.
How can your services benefit my business?
We help automate financial processes, improve reporting accuracy, and train staff to use accounting software effectively, leading to increased productivity and better business decisions.
What software do you specialise in?
We specialise in Sage 50 Suite and QuickBooks Online/Desktop versions, offering comprehensive training and setup services for both platforms.
