Are You Ready to Get Onto Accounting Software?
Find out with our free readiness checklist for creative business owners.
Making the Switch? It Pays to Be Prepared.
Moving to accounting software like FreeAgent or Xero is a game-changer for your business. You get real-time insight into your finances, tax time becomes easier, and you can make better business decisions.
But here’s the thing: making the switch takes preparation. Without the right foundations in place, you could end up more confused than when you started – or worse, with a mess that takes months to untangle.
That’s why I created this checklist. It’s a practical, honest assessment of whether you’re ready to get onto accounting software – or what you need to sort out first.
What the Checklist Covers
Business Basics
Is your business structure clear? Are your finances separated? Do you have a system – even a basic one?
Time & Commitment
Do you have time for setup? Are you willing to learn? Will you stick with it after the initial excitement fades?
Software & Systems
Are you comfortable with technology? Does your bank support open banking? Can you go digital with receipts?
Knowledge & Confidence
Do you understand the basics? Do you know what software suits your business? Are you willing to ask for help?
Readiness to Migrate
Is your historical data organised? Do you have a migration plan? Are your expectations realistic?
What You’ll Get
A practical self-assessment with 45 honest questions across five key areas. Work through it at your own pace, tick the boxes, and see where you stand.
At the end, you’ll know exactly whether you’re ready to make the switch – or what needs sorting first. No guesswork, no nasty surprises down the line.
Plus, you’ll get clear guidance on what to do next based on your score, whether that’s getting started on your own or getting some support along the way.
Get Your Free Checklist
Pop your details below and we’ll send it straight to your inbox.
Need More Support?
Once you’ve completed the checklist, here’s how Bookgeeking can help you take the next step.
Get Geeking
A self-paced course to migrate your bookkeeping to FreeAgent. Step-by-step tutorials, a personalised blueprint, and expert support throughout.
£300 one-time
Power Hour
90 minutes of dedicated one-on-one support to tackle a specific bookkeeping challenge. Recording and written summary included.
£150 one-time
Rec Check
Monthly expert review of your bookkeeping with written feedback and quarterly coaching calls. Perfect for DIY bookkeepers who want guidance.
£50/month