Financial outsourcing & consultation services

We are committed to providing reliable and cost-effective services delivered with a smile and an understanding of the unique needs of your organisation.

Below is a list of the services that we offer and which could form part of an outsourcing or consultation package. This is not an exhaustive list, so if there’s a a particular service that you’re after that’s not listed then please get in touch.

We can help you with…

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

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

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

We will link your existing finance system to the Power Bi analytics tool giving you access to live real time data and bespoke reporting.

Find out more about this service

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

We believe a business should have the choice to bring their finance function back in-house. That’s why we offer training in.

  • Bookkeeping
  • Understanding the financial statements
  • Xero navigation
  • Study help with AAT training
  • Accurate journal posting
  • Cashflow analysis
  • And much more

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

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

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

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

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

Our approach

We understand that entrusting the management of your finances to someone else is a big step, but with our personalised service your Dedicated Account Manager will feel like another member of the team.

Bespoke assessment

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

Agree package

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.

Adjust as we go

You are free to add or remove services whenever you like. So our relationship can evolve in accordance with any change in your circumstances or priorities.

Popular outsourcing package

This is an example of a package that many of our customers go with. Every situation is different though, so we will work with you to tailor a package that fits your particular needs. We work in a flexible way, so you can add or remove services whenever you like.

PowerBi Integration
Bookkeeping & invoicing
Year-end preparation
Get a bespoke assessment