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  • Our Impact
    • What IMPACT means
    • Meet the Team
    • Why work with us
    • Our History
    • Case Studies
  • Our Services
    • Accounts and Audit Services
      • Annual Accounts Production
      • Accounts Review Meeting
      • Statutory Records
      • Financial Performance Review
      • Pre year-end planning
      • Understanding of key issues within the accounts
      • Bank Reporting
      • Statutory Audit
      • SRA Audits
      • IBRC Audits
      • View All
    • Tax Services
      • Tax Planning Review
      • Inheritance Tax
      • HMRC Test Run
      • Tax Consultancy
      • Pre and Post Transaction Reviews
      • Capital Allowance Reviews
      • Research & Development
      • Income Planning
      • Capital Gains Tax Planning
      • VAT
      • View All
    • Financial Information and Management
      • Profit Improvement
      • Financial Review
      • Budget and Forecasts
      • Cashflow Projections and Management
      • Financial Health Check
      • Financial Control and Decision Making
      • Financial Processes and Control
      • Set up of new accounting systems
      • KPI Reporting
      • Management Accounts
      • View All
    • Business Growth
      • Profit Improvement
      • Group Structure
      • Pricing For Profit
      • Breakeven Analysis
      • Business Health Check and Report
      • Business Planning Day
      • Business Training
      • Funding Review
      • Business Valuations
    • Wealth Management
      • Wealth Review
      • Independent Financial Review
      • Wealth Protection Review
      • Lifetime Cash Flow Plans
      • Wills Review
    • Deal and Events
      • Buying A Business
      • Selling A Business
      • Exit Planning
      • Succession Planning
      • New Business Structures
      • MBO’s and MBI’s
      • Acquiring a business share
      • Family changes – Divorce, separation and death
      • Management Changes
      • Funding and Re-financing
      • View All
    • International Services
      • International Tax
      • Overseas Business Interests or Structures
    • Other ways we can help
      • Independent Insurance Review
      • Independent IT and Tech Review
      • Funding Review
      • Insolvency
      • We can work with other specialists
  • How We Can Help
    • Compliance Plus
    • Dynamic
  • Who We Are
  • Careers
    • Working at Mark Holt & Co Group
    • Available Positions
    • Apprenticeship Zone
    • Register Your Interest
    • The firm of the future…
    • Top tips and How to guides…
    • Take the time to pause and reflect on your career

Home - Our Services - Financial Information and Management - Training

Training

Setting up or creating a new accounting system can be daunting as not only do you want to migrate your data across correctly but you also want to ensure it is being managed and used correctly too.

We can assist you with this transition starting with an initial training session, whether that be at your offices with your team or here at Mark Holt & Co. As every client has a different set of needs and requirements we can discuss the options for follow up training and support to create a tailored package for you. 

Regardless of how much knowledge you have, a little or lot, we will style it to you. Items we could cover would be:

  • Setting up your new software with features such as; syncing your bank, customising the chart of accounts and creating invoice templates.
  • Discussing what processes you currently have in place and provide training on how we can utilise the software to reflect this.
  • Look at current processes to assess where we could streamline tasks. 
  • Investigate apps that could integrate with your software to become more efficient or produce beneficial information.
  • Show you methods of processing information to improve record keeping.
  • Demonstrate how to use the software’s reports and show you how these can be customised to your needs.
  • Show you how to process HMRC returns such as CIS and VAT. 
  • Train you on payroll processing should you plan to use the software for this.

The purpose of the training is to share with you how you can use your new system and also learn the mechanics of how it works to help build your knowledge and understanding.

Ready To Start?

If you are ready to develop your business and wealth please contact us on the details below.

  • mail@markholt.co.uk
  • +44 (0)1752 220979
  • 7 Sandy Court
    Ashleigh Way
    Plympton
    Plymouth PL7 5JX
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  • mail@markholt.co.uk
  • +44 (0)1752 220979
  • 7 Sandy Court
    Ashleigh Way
    Plympton
    Plymouth PL7 5JX

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