Numbers ready when you need them
Finance
Invoices that go out late, receipts in a shoebox, and a scramble every year-end. Cash flow is too important to be the thing you get to last.
I keep the day-to-day finance work organized and moving, so your books are always ready, your invoices go out on time, and your accountant gets a clean package instead of a pile.
Not an accountantI don't prepare tax returns or give accounting or tax advice. I work alongside your accountant and bookkeeper: I gather, organize and follow up, so their time goes on the advice and filings — and their bill stays smaller.
What I take on
- Keeping bookkeeping up to date and checked
- Sending invoices and following up on unpaid ones
- Bills, expenses and receipt capture
- Budgets and simple cash-flow forecasts
- Month-end and year-end packages for your accountant
- Gathering records for grants and tax credit claims, with your accountant
How it works
- TidyGet the books and processes up to date.
- RoutineSet a weekly and monthly rhythm.
- ReportClear numbers you can read at a glance.
- Hand offA clean package for your accountant.
The rest of the back office