Our approach


Bespoke assessment

Let’s talk

Every situation is different. That’s why everything begins with a conversation. We’ll happily invest time getting to know your business. It’s the way we roll


Agree package

Flexible friends

Once we understand how you work, we’ll suggest a sensible monthly package. There’s no contract, so you’re free to come and free to go


Choose add-ons

Added value

Need extra help? Choose some of our bolt-on services at any point for as long as you like. It really is as simple as that

Standard package

  • Reach for the cloud

    We’ll transfer your books into a reputable cloud-based service, lick them into shape, and then connect your bank account so transactions stay up-to-date

  • Keep your books in check

    Each month, we’ll reconcile your bank statement so that everything stays tickety-boo. We’ll handle the invoicing (if you like) and pretty much any book-keeping task

  • 360° Reporting

    Keep in control of your business with our 360 Insights. These range from simple financial tools, such as a balance sheet, to full-on management reports with detailed commentary

Get a bespoke assessment See extra services

Bolt-on services

Grant-funding support

Glyphs / Chevron (S) / Dark

Tap into our specialist knowledge of why some applications succeed and others are rejected

  • Advise on likelihood of success based on fund criteria
  • Prepare all the financial data needed (e.g. debt ratios)
  • Complete finance sections of the grant-application forms
  • Correspond directly with funder to answer any queries
  • Supply detailed financial analysis reports where needed

Year-end preparation

Glyphs / Chevron (S) / Dark

Ensure your existing accountant can file your year-end in a smooth and timely fashion

  • Create financial records that are easy to maintain
  • Sustain the ongoing accuracy throughout the year
  • Liaise with accountants to answer any queries
  • Provide advice to the client about sign-off prior to filing

Tax exemptions

Glyphs / Chevron (S) / Dark

Secure the tax-free status that your not-for-profit organisation might well be entitled to

  • Advise on whether client is qualified to receive exemption
  • Prepare correspondence to HMRC request change-of-status
  • Liaise with existing accountants to ensure process run smoothly
  • Answer any queries raised by stakeholders due to the above
  • Adjust book-keeping systems once application is approved

Financial planning

Glyphs / Chevron (S) / Dark

Build your business success on credible budgets and reliable forecasting information

  • Begin each financial year by creating a budget and forecast based on real data
  • Consult with management and stakeholders to ensure assumptions are credible
  • Liaise with all parties each month to assess if actual financial targets are met
  • Adjust budget as needed to ensure cash-flow remains reliable
  • Amend forecast based on unexpected surplus or deficits in budget
  • Prepare monthly reports to provide management insights for planning

Credit control

Glyphs / Chevron (S) / Dark

Keep in control of cash-flow and understand the implications of any slippage

  • Create invoices with correct information and send to appropriate contacts
  • Monitor transactions to assess if payments received in timely fashion
  • Establish automated reminders to prompt debtors as needed
  • Liaise with debtors to establish reliable time-frame for payments
  • Update systems and create up-to-date reports for stakeholders


Glyphs / Chevron (S) / Dark

Create a modern expenses system based around class-leading tools that are fit for purpose

  • Advise on which software meets the needs of the organisation (e.g. Expensify)
  • Design friction-free processes to create automated expense-reports
  • Educate staff on how to use these tools
  • Connect expense tools to accounting software to ensure seamless operation

Get a bespoke assessment


What next?

  1. We’ll get in touch to assess your business requirements
  2. Agree a package (no contract)
  3. Choose add-ons

Keen to talk now?

Call us on 0203 951 0665

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