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Our Services

We can provide all of the tools necessary to ensure your business is healthy and competitive in your industry.

Bookkeeping & Payroll

Keeping your Accounting Records Accurate and Up To Date

Accurate and Up To Date Bookkeeping

  • Bookkeeping is the bedrock of any organization and we are determined to ensure your books accurately reflect your trading position. We can help set you up with the best bookkeeping software and make sure your accounts are always up to date.
  • We can also manage your day to date accounts payable and receivable functions; making sure you never miss a payment and your customers pay you on time.
  • We are Quickbooks Certified ProAdvisors and work with a variety of alternative systems including Xero, Sage, CDK Global and associated applications.

Our bookkeeping pricing starts at $200 a month for Small Businesses. Book a Free Consultation to receive a Pricing Proposal.

Payroll Processing

  • Periodically running your payroll, we’ll do the hard work for you, and will make sure your staff and taxes are paid on time.
  • We can run your payroll and contractor payments on a weekly, bi-weekly, monthly or on an ad-hoc basis.
  • We are able to work with your current system or set you up on one of our preferred platforms, Gusto or Quickbooks Payroll. We can tailor our service to you.

Payroll pricing starts at $50 per run and varies depending on number of employees and complexity.

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Management Information

Profit & Loss, Balance Sheet, Budgets and Cash Flow Forecasts

Profit & Loss and Balance Sheet

  • We will review your books for accuracy and process a range of management journals to account for things like depreciation, prepayments, accruals etc to ensure your management information is meaningful.
  • This will enable us to provide you with a Profit & Loss and Balance Sheet which can also be linked to your Budget to provide variance and analytical review.
  • If required, we can meet with you in person or virtually to review your management information and help plan ahead.

Year End Preparation and Tax Planning

  • Preparing your year end file and associated schedules ready for your tax preparation and filing.
  • Providing relevant advice around tax savings and planning.
  • We can work with your current CPA and Tax Agent or recommend our partnering firms.

Budgeting and Cash Flow Forecasting

  • If you fail to plan, you plan to fail. We strongly recommend every business has at least a Budget that can be used to help strategically plan ahead. This can be incorporated into a Full Business Plan if required.
  • We find it a prerequisite from banks and lending institutions to request sight of a business budget when borrowing is necessary.
  • Your Budget can be built to account for Cash Flow variations for forecasting purposes.

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Financial Strategy

Ad-hoc Project Work, Business Health Checks, Business Coaching and Training

Business Health Checks

We believe that every business needs to consider a regular Business Health Check of their organisation. To do this we review the Business historical and current financials and produce a Traffic light system to identify potential weaknesses in the business. We will identify what is working well and efficiently, those areas that may require some attention, and those areas that are of great concern. We use bespoke KPI’s to produce our report for you, and present our recommended solutions.

Business Coaching & Training

We offer a range of Coaching & Training options, based upon over 35 years experience in Business, and running and selling multiple businesses in that time. We have been coaching Business Directors and Key Personnel in many areas including understanding their business finances and costings, dealing with staff, business structure and operational challenges. We have also offered financial training for staff, and can help implement new accounting systems.

Ad-Hoc Project Work

  • Costing & Pricing - We have vast experience in being able to guide you in costing your products and services, which in turn can lead to helping you to price your business in the marketplace. We have helped numerous clients who have believed their cost prices to be one thing, when really these costings were out of date, or inaccurately calculated, leading to a false expectation of Profit. We aim to renew your costing, to help evaluate your future pricing.
  • Forensic Accounting - We have helped many clients who have fallen foul to various forms of theft, whether by identity, or by employees etc. We will examine your accounting records and bank accounts to help you in determining the extent of the problem, and recommend solutions to resolve.
  • Other Business Consultancy Projects - We have helped numerous clients work through Operational concerns in their businesses, provide analytical analysis of these areas of concern, and provide general Troubleshooting techniques, which in turn bring recommended solutions.

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Have a specific financial need that you don’t see listed?

We offer bespoke accounting services, so please get in touch to see how we can help you. If we’re unable, we’ll refer you to someone in our network.

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