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Software training & support

Need help getting the most from your accounting software?

Whether you’re implementing a new system or looking to get more value from your existing setup, we’ll help you and your team use your software with confidence.

From initial setup and training to ongoing support, we make sure your systems work effectively, efficiently and in a way that suits your business.

Book a free discovery call today
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PJCO Accountants
5.0
Based on 114 reviews
review us on
Mark Fortune profile picture
Mark Fortune
3 months ago
Had a brilliant conversation with Peter Jarman. I'm looking forward to finding out more about how we can work together. It was just the conversation I needed to take me to the next level.
Adam Self profile picture
Adam Self
6 months ago
I was referred Kayvan at PJCO by a highly trusted friend, and took up the offer of a free consultation call. My business partner and I were extrememly impressed with Kayvan, who was very generous with his knowledge and advice. It was clear he would be a great fit for us. We're putting our project on ice for other resaons, but I'll have no hesitation in recommending Kayvan, and using his services in the future when required. Thanks again for the call.
Anonymous profile picture
Anonymous
8 months ago
I’ve been genuinely disappointed with the level of service I received from PJCO. Communication was consistently slow from Chloe Britnell, a partner, and I often felt left waiting for responses that should have been straightforward. When I did receive replies, the tone came across as dismissive rather than supportive, which made the whole process more stressful than it needed to be. As a client, I expect professionalism, timely communication, and a sense that my concerns are taken seriously. Unfortunately, that wasn’t my experience here. I hope PJCO takes this feedback on board and improves the way they engage with clients going forward, currently looking for a new accountant.
Kirollos Sourour profile picture
Kirollos Sourour
2 years ago
Discovery call with Peter was lovely. He is a very nice and gentle and took time to explain my options
Josh Martiello profile picture
Josh Martiello
2 years ago
I recently had a discovery call with Peter. Peter listened and explained all my options very clearly. Also the dealings with any of his colleagues were very informative and professional.
Rachel Lovett profile picture
Rachel Lovett
3 years ago
My experience of finding a good accountant was not great until I found Peter Jarman in 2011. They are reliable, friendly and extremely professional. I'm a small business wholesaler and online retailer and have needed a lot of financial advice to get my business off the ground and running. They have always been able to help out. I would highly recommend them.
Dave Bloor profile picture
Dave Bloor
3 years ago
I booked a free discovery call with Peter to discuss the pros and cons starting a LTD company given my specific circumstances. Peter was friendly, knowledgeable, and gave me a clear idea of how to move forward with my business. I would definitely recommend PJCO!
Twenty Eight profile picture
Twenty Eight
3 years ago
Peter was very helpful in explaining his services and how he'd be able to assist me on my journey. Someone I can definitely see myself working with.
Antigoni G profile picture
Antigoni G
3 years ago
I can’t say enough good things about my first contact with Peter. Although it was only an exploration call, Peter took the time to answer all my questions and provided me with very detailed information about my current and future plans. I was particularly impressed by the fact that he advised me to hold off on creating an Ltd (which was the main question I had) to save money instead of basically paying an accountant a considerable amount to create and run an Ltd. Peter’s advice was genuine and didn’t think of his immediate profit but wanted to give me the best possible solution based on my personal circumstances. Finally, I’ve started following the PJCO YouTube channel and I’m again very impressed with the free information they put out there, it’s a great resource. I will follow Peter’s advice for now but I will definitely use PJCO in the near future when the timing is right. Again thank you for being so helpful and patient with me!
D. Parker profile picture
D. Parker
4 years ago
Liaising with Peter has been a pleasure. He has a very calm yet thorough approach with my Business endeavours and I feel secure backed by his years of experience. I'd definitely recommend having a chat if you're looking for pragmatic assistance with your business finances
Matthew Sale profile picture
Matthew Sale
6 years ago
I contacted PJCO via their website after seeing Peter on YouTube. I organised a discovery call with Peter which was very easy to book and very convenient. Peter called promptly at the agreed time and set out very clearly how PJCO could help me and the services on offer. He offered me some very helpful advice in a relaxed and professional manner. Following our call I received an email setting out the services recommended with a clear pricing structure. I now believe I have the knowledge I need to act with confidence.
Amanda profile picture
Amanda
7 years ago
The service was excellent at all levels from Peter's advice, knowledge and quick follow-up to the efficient online booking process & reminder (and the nice office!). I'd also like to stress how friendly and relaxed Peter was. I selected Peter based on the very positive online reviews, and can confirm other reviewers very positive experiences. Peter was able to offer expert (and reassuring) advice at our initial meeting and this was followed up with an email later that day outlining what we'd discussed. The free initial meeting and costings were all clearly laid and Peter's email gave a clear cost for a follow up report. So at all times I knew what to expect. Highly recommended.

Why training and support matters

Accounting software is a powerful tool, but most business owners and teams never receive formal training on how to use it effectively. As a result, many businesses only use a small fraction of the features available to them and miss opportunities to save time, improve reporting and increase efficiency.

The right training and support make your accounting software more effective for your business.

Whether you’re implementing a new system or already using cloud accounting software, the right training and support can help you:

  • Use your software with greater confidence
  • Improve the accuracy of your financial information
  • Create consistent processes across your team
  • Make better use of reporting and automation features
  • Get more value from the systems you're already paying for

We regularly work with businesses that:

  • Want reassurance that their software has been set up correctly
  • Need training for new team members
  • Have recently moved to a new system and want support with the transition
  • Have outgrown their current processes and need a more consistent way of working
  • Know their software can do more but aren't sure where to start

Whatever your starting point, we’ll help you make the most of your accounting software and ensure it supports the way your business works.

Better training means more confident users and fewer frustrations.

How can we help you? Book a discovery call

How we support your business

Whether you’re new to cloud accounting or looking to get more from an existing system, we’ll meet you where you are and provide the support that’s right for your business.

We configure your accounting software around your business, covering your chart of accounts, your VAT settings, and your bank feeds, so the foundation is right before you do anything else.

We help create consistent ways of working across your business, ensuring everyone involved in the accounts process understands the system and follows the same approach.

We deliver bookkeeping training for small business teams, making sure everyone handling your accounts is working from the same process and producing reliable output.

If you’re unsure whether your software has been set up correctly, we’ll review your current processes, identify any issues and recommend improvements that increase accuracy and efficiency.

As your business grows and changes, we’re here to answer questions, provide guidance and help you make the most of new features and functionality.

Most businesses only use a fraction of the tools available to them. We’ll help you make better use of automation, reporting and other features so your software becomes a valuable business tool rather than just a bookkeeping system.

Services we offer

Accurate setup and reliable reporting from day one.

Practical training built around your business.

Consistent processes and confident users.

Smooth transitions from spreadsheets and legacy systems.

Expert help when you need it.

Systems and teams that grow with your business.

Why clients choose PJCO for accounting software training & support

  • Training built around your business

We shape every session around your actual transactions, your industry, and the way your business works. Not a generic tutorial.

  • Specialists in QuickBooks and cloud accounting

We work with QuickBooks and cloud accounting platforms every day. You get someone who knows the software properly, not someone figuring it out alongside you.

  • Support that does not stop after the first session

We are available when questions come up after training, not just at the start. One session is rarely enough and we know that.

  • Practical, hands-on methods that actually work

We work through your software with you using your real figures, so what you learn is useful straight away.

  • A joined-up view of your finances

We look at your wider financial processes alongside the training, so your system feeds cleanly into your reporting, tax, and planning.

  • Clear guidance with no unnecessary jargon

We explain everything in plain language. What we are doing, why we are doing it, and what to do if something looks unfamiliar.

Take the guesswork out of your accounting software.

How can we help you? Book a discovery call

FAQ

QuickBooks is our main focus, both Online and Desktop. We also work with a number of clients on other cloud accounting platforms, including Xero, Sage & Free Agent. Get in touch and we will let you know if we cover yours.

It depends on your starting point. A one-to-one first session usually runs an hour. For teams or bigger programmes, we talk it through with you first and go from there.

Yes. We train entire teams and make sure everyone is working the same way. Inconsistent processes between team members cause problems, so getting everyone on the same page matters.

It happens more than you think. We review and clean up the data before any training takes place. There is no point training on a broken system.

Yes. Questions come up once you are working on your own and we are still there when they do.

Absolutely. Starting with proper guidance means avoiding mistakes that are harder to fix later. We set everything up and walk you through it properly from the start.

Yes. We handle the migration, set the system up correctly, and train your team before we hand it over.