Business Details
34 Years
experience
Expert Accountancy Solutions in Merseyside
Established with a commitment to simplifying financial management for businesses, Shelagh Toolan Sage & QuickBooks Solutions brings over 30 years of expertise in accounting software training and bookkeeping services. Our team specialises in tailoring Sage and QuickBooks solutions to meet the unique needs of sole traders, limited companies, and growing enterprises across Merseyside and beyond. We prioritise clear communication, avoiding technical jargon to ensure clients fully understand their financial data.By offering personalised one-to-one training and hands-on support, we empower businesses to automate processes, improve efficiency, and make data-driven decisions. Our approach focuses on long-term client relationships, demonstrated through case studies showing measurable time savings and operational improvements. With flexible training options and a free initial consultation, we ensure businesses invest wisely in solutions that grow with them.
Services
Bookkeeping Services
Financial Management
Sage Training
QuickBooks Training
VAT Returns
Details
- Year established: 1992
Highlights and features
- We offer 30+ years' experience in professional accountancy solutions.
- Our services are tailored to your specific business requirements.
- Free initial consultation with no-obligation expert guidance.
- We provide one-to-one software training in your work environment.
- Proven track record of improving business financial efficiency.
What people say
Improved financial efficiency
Personalised training approach
Quick response times
Measurable time savings
Clear explanations
Services
Bookkeeping Services
Our bookkeeping services provide accurate financial record-keeping tailored to your business needs. From month-end visits to bank reconciliations and VAT returns, we ensure complete financial compliance. Clients benefit from reduced administrative burdens, allowing more time for business development while maintaining precise financial oversight.
Sage Training
Specialist Sage software training delivered in your workplace using your own systems. We cover both desktop and online versions, ensuring you maximise software capabilities. Training includes custom setup, workflow automation, and financial reporting tailored to your business structure and future growth requirements.
QuickBooks Training
Practical QuickBooks training sessions adapted to your business scale and experience level. We implement efficient setup, automate processes, and provide ongoing support. Training occurs at your premises with your actual data, ensuring immediate applicability and rapid user proficiency improvement.
Financial Management
Comprehensive financial management solutions that transform accounting data into strategic business tools. Services include profit analysis, cash flow monitoring, and automated reporting. We help businesses understand financial statements, improve forecasting accuracy, and make informed operational decisions based on real-time financial insights.
Software Implementation
Professional software implementation services for Sage and QuickBooks platforms. We configure systems to match your business processes while planning for future scalability. Implementation includes data migration, custom report creation, and staff training to ensure seamless transition to digital accounting workflows.
People
Shelagh Toolan
Founder & Principal Consultant
With over 30 years' experience in accounting software solutions, Shelagh Toolan established the company to demystify business finance for clients across Merseyside. Her expertise in Sage and QuickBooks implementation has helped numerous businesses improve financial control.
Questions
What accounting software training options are available?
We provide customised Sage and QuickBooks training for desktop and online versions, delivered at your premises using your business data for immediate applicability.
Do you offer a free initial consultation?
Yes, we provide a no-obligation consultation to determine your exact requirements and recommend the most appropriate software and training solutions.
How long does software implementation take?
Implementation times vary based on business complexity, but typically take 2-5 days including setup, data migration, and staff training.
Which accounting software suits small businesses?
We recommend QuickBooks for most small businesses due to its intuitive interface, while Sage 50 suits companies requiring more advanced payroll capabilities.
Do you support businesses outside Merseyside?
Yes, we serve clients across Wirral, North Wales, and provide remote support options for businesses throughout the UK.
