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About Us
We specialise in comprehensive bookkeeping services tailored for Finance Directors and their clients. Our proprietary software integrates with Xero, Google Sheets, and other platforms, facilitating Finance Directors to offer high-quality advisory services backed with accurate, real-time data. With daily bank reconciliations, follow-ups on receipts and invoices at least weekly—often more frequently depending on clients’ needs—and customisable dashboards, we ensure your bookkeeping is always up to date, accurate, and actionable.
Our Story and Mission
With a strong belief in data-driven decision-making, we are committed to ensuring the highest standards of bookkeeping for Finance Directors. Our mission is to provide Finance Directors with reliable and accurate financial data to support their advisory services. We reconcile every balance sheet nominal monthly and provide detailed explanations for all balances. This guarantees clarity and transparency, empowering Finance Directors to offer insightful, data-backed advice to their clients. Through AI-powered bookkeeping checks, we ensure VAT accuracy and identify any errors, missing data (such as descriptions, job codes, etc.), and other inconsistencies, so Finance Directors can trust the quality of their data.
Our Approach
We work closely with Finance Directors, following their instructions carefully while also offering suggestions to improve processes when needed. We consistently follow up on receipts and invoices to ensure complete and accurate data, leaving no gaps in your financial records. Monthly, we reconcile every balance sheet nominal, providing detailed explanations for full transparency. We ensure management accounts are completed promptly after month-end and agree on monthly deadlines with all clients, which we never miss. Whether handling payroll, processing invoices, or creating cash flow forecasts, our goal is to deliver accurate, high-quality bookkeeping that makes decision-making easier for Finance Directors. Our integration with accounting software like Xero and Google Sheets enables seamless data extraction and detailed, customised reporting to track KPIs, budgets, and cash flow.
Our Team & Skills
Our experienced team excels in all areas of bookkeeping, from payroll and cash flow forecasting to preparing management accounts. Our founders strongly believe that quality bookkeeping is fundamental to a business’s entire finance process, which is why we are committed to delivering our services to the highest standard. We perform daily reconciliations for each bank account and monthly reconciliations for all balance sheet nominal, providing comprehensive reports with clear explanations. Our AI-enhanced bookkeeping processes ensure accuracy in VAT calculations and financial entries. Additionally, we provide monthly detailed commentary on key movements across all areas of the P&L, including variances against budgets, month-to-month changes, and comparisons to the same period in the previous year.
Our Technology and Innovation.
Our proprietary software, including custom-built dashboards behind a secure login, integrates seamlessly with Xero, Google Sheets, and other platforms, allowing Finance Directors to easily manage financial data. Google Sheets is used for data storage, offering extensive customisation for anyone with Google Sheets knowledge. These dashboards are fully customisable to track KPIs, budgets, cash flow, and other metrics tailored to each business. With in-house developers, we continuously refine our software, improving reporting and ensuring accurate bookkeeping through AI tools. Additionally, our LLM can instantly identify movements or answer questions, providing real-time insights. Finance Directors can confidently deliver high-quality advisory services with reliable, up-to-date data.
Client Success Stories
We’ve supported Finance Directors by providing reliable, high-quality bookkeeping that helps them serve their clients effectively. We conduct follow-ups on receipts and invoices at least weekly, often more frequently depending on the client’s needs, ensuring no gaps in financial data. Detailed monthly balance sheet reconciliations guarantee accuracy and timeliness. Our scenario-based cash flow forecasting and KPI tracking tools help Finance Directors offer strategic advice tailored to each client’s needs. Whether preparing financial reports or assisting with funding introductions, we ensure Finance Directors have the data and support needed to excel in their advisory role, ensuring long-term financial stability and growth for their clients. Testimonials from our clients can be found on our website, highlighting the impact of our services.
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