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Financial Systems Advisory

Your Accounting Software Is Installed...
But Your Financial System Is Still Not Working.

We don't just install software. We engineer your financial visibility infrastructure.

Designed and delivered by professionals who understand not just how to configure the system, but what it needs to show, and why that determines every management decision your business can make.

Book a Free Diagnostic β†’

Certified QuickBooks ProAdvisor Β· Global, UK Level 1 & 2

The Problem

Most Financial System Implementations Fail for the Same Reason.

Most small and growing businesses have financial data scattered across bank accounts, partial spreadsheets, and an accountant's working files, with no single, reconciled picture of the actual financial position. Many that do have accounting software find it was configured by someone who understood the platform but not the financial reporting standards, tax implications, or management intelligence the system should be built to produce.

Every SME360 financial system engagement is governed by a single principle: begin with the end in mind. Before a single account is created or a class structure is designed, we establish what management needs to see every month, what questions the system must be able to answer, and what an investor, bank, or institutional partner will require when they look at the records. The chart of accounts, the class and location tracking structure, the project costing setup, and the reporting hierarchy are all built backward from those answers, not forward from what the software defaults to. The deliverable determines the architecture. Not the other way around.

A chart of accounts copied from a generic template produces totals. Class tracking disabled means profitability by segment is impossible to extract. Bank feeds unreconciled for months means the system cannot be trusted. Projects not costed means a job only shows as a loss after the cash is gone. These are not software failures. They are the consequence of building a financial system without first asking what it needs to produce.

The platform is almost irrelevant. The configuration is everything. The financial infrastructure configuration is not a technical exercise, it is the architecture that determines what management intelligence can be produced, and therefore what decisions can be made on data rather than instinct.

This is not a software problem. It is a configuration problem caused by implementers who lack financial expertise. And it is fixable.

What Changes

Before and After Proper Financial Systems Advisory.

Before

  • β€’ Financial data scattered, no reconciled source of truth
  • β€’ System configured for compliance totals, not intelligence
  • β€’ Cannot see profitability by segment
  • β€’ Bank feeds months behind, unreliable
  • β€’ Reports take days to produce, if at all

After

  • β€’ Single reconciled source of financial truth
  • β€’ Profitability visible by product, customer, location, project
  • β€’ Bank feeds reconciled monthly, clean and current
  • β€’ Management dashboards available in real time
  • β€’ The system becomes financial visibility infrastructure

The software is a tool. The financial intelligence it enables is the deliverable.

The Service

Setup. Rescue. Configuration. Ongoing Management.

Every engagement is scoped to the specific business and its current system state.

QuickBooks Online

Certified QuickBooks ProAdvisor Β· Global, UK L1 & L2
  • Advanced configuration, chart of accounts, class tracking, location tracking, project costing, multi-currency, multi-entity
  • System rescue and reconstruction, corrupted or abandoned files rebuilt reliably
  • Data migration from spreadsheets and legacy systems, audit-ready from day one
  • Management reporting dashboards, real-time financial command
  • Automated bank integrations and reconciliation workflow design
  • Ongoing advisory and management, monthly health checks, team training

QuickBooks Desktop Enterprise

Advanced Hands-On Capability

Advanced hands-on capability deployed in live multi-entity group implementations across construction, manufacturing, and fabrication, multi-user configuration, job costing, project tracking, and advanced reporting. Not a formal certification, operational deployment experience at institutional level.

Other Platforms

Advisory Only

Zoho Books, Odoo, Sage, assessment, optimisation, and implementation oversight. Advisory without equivalent certified authority. ERP advisory when QuickBooks Online is no longer sufficient for business complexity.

Platform SME360 Role Certification
QuickBooks OnlineFull setup, rescue, advanced configuration, ongoing managementCertified QuickBooks ProAdvisor Β· Global, UK L1 & L2
QuickBooks Desktop EnterpriseMulti-user, job costing, project tracking, advanced reportingAdvanced Hands-On Capability
Zoho BooksAssessment, optimisation, implementation oversightAdvisory only
OdooAssessment, optimisation, implementation oversightAdvisory only
SageAssessment, optimisation, implementation oversightAdvisory only
The Credential

Certified at Institutional Level. Led by a Certified Professional. Chartered in Finance, Management Accounting, and Tax.

Most QuickBooks implementers are technically competent. Very few are chartered accountants who understand financial reporting standards, tax implications, and the management intelligence architecture the system needs to produce. That is the differentiator, not just the certification, but the professional depth behind it.

SME360, Firm Standing

Intuit QuickBooks ProAdvisor Silver tier badge

SME360 is led by a Certified QuickBooks ProAdvisor and holds Intuit QuickBooks ProAdvisor Silver tier standing, verified expertise in QuickBooks Online advisory, configuration, and client service delivery.

John Agbo, Individual Certification

Certified QuickBooks Online ProAdvisor, Global badge INTUIT Certified QuickBooks Level 1 ProAdvisor, UK badge INTUIT Certified QuickBooks Level 2 ProAdvisor, UK badge

John Agbo holds Intuit QuickBooks ProAdvisor certification at Global level, UK Level 1, and UK Level 2.

Plus: ACA (ICAN) Β· ACMA/CGMA (CIMA) Β· ACTI (CITN) Β· CMC/FIMC (ICMC) Β· FMI Financial Modelling

Intuit actively encourages ProAdvisors to showcase their certification badges as trust signals. These credentials are verified, annually renewed, and subject to Intuit's professional standards programme.

Who This Is For

This Becomes Important When Your System Is Failing You.

Right for you if:

  • β€’ Financial records scattered, no single reconciled picture
  • β€’ Accounting software set up generically or abandoned
  • β€’ Cannot see profitability by segment
  • β€’ Bank reconciliations months behind
  • β€’ Preparing for bank facility, DFI, investor, or partner
  • β€’ Financial records not audit-ready

How it works:

Every engagement begins with a structured diagnostic, a review of your current configuration, data quality, chart of accounts, and reporting gaps. The scope is then agreed: a one-time setup or rescue project, an ongoing advisory retainer, or the technology layer of the broader SME360 Finance Function.

Every engagement is led directly by the Principal Advisor, Certified QuickBooks ProAdvisor, ACA, ACMA/CGMA, not delegated to a junior implementer.

Ready to Talk?

Start with the Diagnostic. Understand Exactly What Your System Needs.

A structured review of your current system configuration, data quality, and reporting capability. Clear assessment of what is working, what is not, and what needs to be built. No obligation. Just clarity.

Book a Free Diagnostic β†’

Takes less than 5 minutes. No preparation required.

Once your system is properly structured, the next step is the SME360 Finance Function β†’