OUR SERVICES
Practical support that fits your business
Most small business owners don't need a full-time bookkeeper or a full-time assistant. They need their books right, their admin under control, and someone they can ask when something doesn't look right. That's what we do, on a simple monthly plan.
Bookkeeping
[01] Monthly bookkeeping
Ongoing bookkeeping to keep your financial records accurate and up to date.
[02] Bank reconciliations
We match your bank transactions to your books, so your cash position is always clear and reliable.
[03] Xero maintenance
We maintain and optimise your Xero setup, so your data, rules and reports stay clean and consistent.
[04] Expense categorisation
Every expense correctly classified for accurate tax compliance and clean records.
[05] Supplier invoice processing
Incoming bills managed from start to finish, so suppliers are paid accurately and on time.
[06] Xero setup & migration
Moving to Xero or starting fresh, we set it up properly from day one.
[07] Catch-up bookkeeping
Behind on your books? We bring overdue records up to date.
Reporting and Advice
[08] Monthly profit & loss report
A clear summary each month showing how your business is performing.
[09] Management accounts
Deeper monthly reporting for owners who want to make decisions from real numbers.
[10] Cash flow forecasting & budgets
See what's coming before it arrives, and plan for it.
[11] Quarterly review call
A guided review of your results and a plan for the quarter ahead.
Compliance and Payroll
[12] VAT return preparation
Accurate VAT returns prepared for each period, ready for you or your accountant to submit.
[13] Payroll
Payslips, payroll calculations and payroll submissions prepared each month, ready to file.
[14] Credit control
Invoice monitoring and debt follow-up to protect your cash flow and reduce late payments.
[15] Year-end accountant liaison
We prepare everything your accountant needs and handle the back-and-forth.
Admin and Personal Assistant
[16] Inbox & diary management
Your inbox kept under control and your diary organised, so nothing gets missed.
[17] Filing & general admin
The everyday admin that piles up, handled every week.
[18] Client & supplier admin
Correspondence, invoicing and receipt collection, kept moving so your records stay complete.
[19] Process manual upkeep
Your "how we do things" manual reviewed and kept current as your business changes.
[20] Personal tasks & bookings
Travel, accommodation, appointments, reservations and personal errands arranged for you, so your time goes where it matters.
Systemisation Assistance
[21] Systems audit & map
We review your current tools and processes, map how your business actually runs, and give you a prioritised list of what to fix first.
[22] Inbox & admin detox
Your inbox cleared and filed, with folders, rules and reply templates so it stays that way.
[23] Systems setup
Your tools set up properly, from Google Workspace or Microsoft 365 to Notion, ClickUp or Trello. Includes folder structure, templates, a client onboarding workflow and a "how we do things" manual.
[24] Process write-ups
Any process turned into a clear step-by-step guide, so anyone on your team can follow it.
[25] Automation builds
Simple automations that take repeat work off your plate, like a new enquiry automatically creating a task and sending a welcome email.