Cloud Accounting
Find out how we can help you
At Haleys, we empower ambitious businesses with modern, efficient, and secure cloud accounting solutions. Based in Preston, our team of chartered accountants and cloud experts free you from manual bookkeeping, giving you real-time financial visibility and the valuable time back to focus on growing your business.
Let us take your financial management to new heights with cutting-edge cloud technology tailored to the local Lancashire economy.
Why Businesses Are Switching to Cloud Accounting
Traditional desktop software and spreadsheets limit your business to the office. Cloud accounting transforms how you manage your finances by putting your data securely in the palm of your hand, anywhere in the world.
- Real-Time Financial Visibility: Access up-to-the-minute cash flow reports, profit and loss statements, and bank balances on-the-go from your smartphone, tablet, or laptop.
- Automated Bookkeeping: Wave goodbye to manual data entry. Seamlessly sync your bank feeds, scan receipts using integrated apps, and automate recurring invoices.
- Effortless Collaboration: Share live financial data instantly with your business partners, team, and your dedicated accountant at Haleys without emailing cumbersome backup files.
- Making Tax Digital (MTD) Compliance: Stay effortlessly ahead of HMRC regulations. Our cloud solutions ensure you are fully compliant with MTD for VAT and upcoming digital tax changes.
Our Core Cloud Accounting Services
We provide a comprehensive suite of cloud support designed to match your business stage and industry:
1. Expert Software Selection & Setup
Not all cloud platforms are created equal. With in-depth knowledge of various accounting apps, we guide you in choosing and setting up the exact software stack—whether that is Xero, QuickBooks Online, or Sage Business Cloud—that fits your unique workflows.
2. Seamless Migration & Historical Data Transfer
Worried about switching? Our Preston-based migration team ensures a smooth, stress-free transition from legacy desktop systems or spreadsheets to the cloud. We map and transfer your historical data accurately with zero disruption to your daily operations.
3. App Integration & Automation
To get the most out of the cloud, we connect your accounting software with best-in-class add-on apps—such as Dext or AutoEntry for receipt scanning, Stripe or GoCardless for fast customer payments, and industry-specific POS or inventory tools.
4. Ongoing Training & Continuous Support
Technology moves fast. We provide hands-on training sessions for you and your staff, ensuring your team feels confident using the platform. Plus, our local support team is always just a phone call away when you need guidance.
Ready to Transform Your Business Finances?
Take the first step toward stress-free financial management. Get in touch with our expert cloud accountants in Preston today to arrange a chat about how we can streamline your accounts.
Corporation tax
Corporation tax reliefs and rates change annually, so we ensure that we can provide all the right guidance and advice when looking at exemptions, allowances and deductions that may be available.
We will thoroughly review and prepare corporation tax returns in great detail in order to ensure you are complaint and that you don’t incur any penalties.
Self assessment
Our tax services make sure that your tax liability is calculated taking into account all allowed exemptions and deductions. We simplify the process by using accountancy software to accurately complete tax returns and calculate any tax liability that may occur, along with any payments that need to be made.
Capital gains tax
You may be looking at investments, a second property or another asset and our team can make sure you maximise your exemptions while simplifying the difficult area of capital gains tax.
Personal tax planning
[insert firm name] can help with the complex issue of personal tax, we know it can be difficult to understand, which is why we help every step of the way. We take away the time and stress by creating a tax planning strategy that suits your tax affairs, helping ensure you pay the least amount of tax. Our team will advise when payments are due along with what forms need to be filed and returned to keep you compliant.
Choosing Haleys gives you the best of both worlds: world-class professional standards and invaluable local market knowledge. Our deep roots in the North West mean we understand the specific economic landscape of Preston and Lancashire. We don't just act as a service provider; we act as a proactive partner, offering face-to-face support and a tailored approach that remote, national firms often cannot match.
Yes. Our Company Secretarial services are designed to take the burden of corporate governance off your shoulders. We ensure you remain compliant with the Companies Act by managing your confirmation statements, maintaining statutory registers, and filing necessary changes with Companies House, allowing you to focus entirely on running your business.
While bookkeeping focuses on the daily recording of transactions, our accountancy services provide the high-level oversight and strategic planning needed for long-term success. We work alongside your internal processes to provide financial forecasting, tax optimization, and data-driven insights that go beyond simple data entry, ensuring your business is structurally sound and tax-efficient.
As specialists in cloud accounting apps, we guide you through the entire implementation process. We help you select the best platform for your specific industry—whether it’s Xero, Sage, or QuickBooks—and integrate it with your existing workflows. This transition reduces manual admin work, provides real-time access to your finances, and ensures you are fully compliant with Making Tax Digital (MTD) requirements.
Year-end accounts are a statutory requirement, providing a historical snapshot of your financial performance for HMRC and Companies House. Management accounts, however, are proactive tools produced monthly or quarterly. They provide real-time data analytics and insights, allowing you to make informed, strategic decisions to grow your business throughout the year rather than waiting until the year-end to see your results.
