Set up financial systems so your business functions without you overseeing everything round the clock

You want:

To be able to work the way you want

To be able to put your family first always

To feel in control of your finances

To be excited about your growth

To be in control of how fast you grow and how much you work, your business needs to be able to run without you.

ASSESS:

How are your finances working for you?

Do you have processes in place for invoicing, payroll, chasing payments? How do you keep track of your cash? How and when are you planning for your taxes? Are you paying the right amount of VAT?

We always start with a financial systems and balance review so we have a starting point for the ideal. We’ll help you figure out your baseline and give you a prioritised list of action items to get you moving.

STRUCTURE:

How we make your finances work for you

Bookkeeping Clean
up and Set up

You want to DIY, but need help getting set up or cleaned up.

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Set up of rules for your accounting software
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Set up of rules for your accounting software
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Tutorials, explanation, and help

Starting price: £195+

Systems Migration
and Set Up

You need everything moved to new systems.

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Guidance on processes
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Implementation of add-on software for inventory management
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Supplier invoice approvals
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New chart of accounts, etc.

Starting price: £2995+

PARTNER:

How you get lifestyle balance

Our packages help you track and grow your business. Click below to see what is included in each packages and how we can tailor your services.

WHAT YOU GET:

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Digital Accounting Subscription – Xero / Quickbooks
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Dedicated Senior Accountant
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Year Round Access to Team – Phone / Email 4
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Quarterly Tax Estimates
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Quarterly Xero / QBO Health check
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Annual Self-Employed accounts1
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Annual Self-Employed tax return1
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Payroll2
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CIS Subcontractor Returns
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VAT Returns
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Quarterly Simple Management Accounts
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Book-keeping3
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Digital Receipts collection software
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Training on Xero / QBO

WHAT YOU GET:

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Digital Accounting Subscription – Xero / Quickbooks
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Dedicated Senior Accountant
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Year Round Access to Team – Phone / Email4
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Quarterly Tax Estimates
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Quarterly Xero / QBO Health check
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Payroll2
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Company annual accounts1
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Corporation tax return1
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Director tax return x 1
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Confirmation Statement
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Director Loan Account Checks
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CIS Subcontractor Returns
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VAT Returns
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Quarterly Simple Management Accounts
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Book-keeping3
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Digital Receipts collection software
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Training on Xero / QBO

WHAT YOU GET:

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Digital Accounting Subscription – Xero / Quickbooks
null
Dedicated Senior Accountant
null
Year Round Access to Team – Phone / Email4
null
Quarterly Tax Estimates
null
Quarterly Xero / QBO Health check
null
Training on Xero / QBO
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