Services

The Groundwork

Your bookkeeping is taken care of, so your accounts stay organised and accurate. Transactions are recorded and categorised correctly, your bank accounts are reconciled, and your income and expenses are tracked.
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the pro level

Everything in Groundwork, plus full management of accounts payable and receivable, clear Profit & Loss reports, credit control and debt management are handled. Regular cash flow tracking and analysis, so you always know where your business stands.
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strategic lens

Available as an add-on to Pro Level for businesses that want deeper insight and planning support. Go beyond keeping your accounts up to date and start using your numbers to guide your decisions. By looking at your income and costs, you can see what’s really profitable and where your money is going. With budgets and targets in place, and by comparing planned vs actual performance, you can stay on track and adjust when needed. Over time, trends become clearer—helping you plan ahead, stay in control, and make better decisions for your business.
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data craft

Your numbers are transformed into simple, visual reports that really make sense. Track key metrics, performance, and service levels through smart Excel or Power BI dashboards—built once and refreshed monthly. You see what’s working, what’s not, and where to focus—without digging through spreadsheets.
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Projects

Where deeper insight is required, we undertake bespoke, project-led financial reviews — including service charge investigations and transaction tracing — to help you scrutinise, challenge, and substantiate financial data.

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F.A.Q.

No. Our services are billed month-to-month, so you can scale up, pause, or cancel with 30 days’ notice. We believe flexibility builds trust.

Yes. We specialize in popular cloud platforms like QuickBooks Online and Xero, as well as a variety of e-commerce integrations. If you’re using a different system, we’ll evaluate compatibility during our initial call.

Your bookkeeping is kept accurate, organised, and up to date. This includes recording and categorising transactions, reconciling your accounts, and making sure your financial records are clear and reliable.

Groundwork focuses on keeping your records accurate and up to date.
This includes recording and categorising transactions, reconciling your bank accounts, and making sure your accounts are clean and reliable.

Pro Level includes everything in Groundwork, plus full management of your day-to-day finances.
This means managing your invoices and bills, tracking who owes you money and what you need to pay, supporting your cash flow, and providing regular check-ins to review your numbers and answer your questions.

Yes. Catch-up bookkeeping can be done to bring everything up to date before moving onto regular monthly support. This is a common starting point for many businesses.

Yes. You’ll work directly with me, so you’ll always have a consistent point of contact who understands your business.

To begin, you’ll typically need to provide access to your accounting software (if you have one), bank statements, and any invoices or receipts.
Everything is kept simple, and you’ll be guided through the process.

Both are available. While most clients benefit from ongoing monthly support, one-off services such as catch-up work or specific financial reviews can also be arranged.

Support That Works for You

Book a simple conversation about your business, your finances, and where you might need a bit of support.

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