Services
Monthly bookkeeping, and the advice that comes with clean numbers.
Every engagement has a fixed fee agreed upfront, a named point of contact and US business-hours coverage. No long contracts.
Bookkeeping
Your books kept current and reconciled, every month.
- Every bank and card account reconciled to its statement
- Transactions categorised; receipts and bills matched
- Invoices and bills recorded; receivables and payables reviewed
- Closed months locked in QuickBooks Online or Xero
Best for: any small business that wants books it can rely on.
Management accounts
Numbers you can read in ten minutes and act on.
- Profit and loss, balance sheet and cash summary
- Comparison with last month and last year
- Short notes on what changed and why
- Delivered within days of month end
Best for: owners who want to understand the business, not just file taxes.
Budgets & cash-flow forecasts
A plan for the year and a forecast that's kept up to date.
- Annual budget built with you, line by line
- Rolling 13-week or 12-month cash forecast
- Monthly budget-versus-actual review
- Scenarios for hiring, pricing or financing
Best for: growing businesses and anyone talking to a lender.
Cost audits
A forensic look at where money leaks out.
- Payroll, supplier and subscription review
- Duplicate and unused payments flagged
- Supplier price and contract checks
- A short report with the savings found
Best for: businesses whose margins have slipped without a clear reason.
Financial statement reviews
An auditor's eye before your numbers leave the building.
- Review of statements and supporting schedules
- Errors and presentation issues flagged
- Questions a lender or investor is likely to ask
- Fixes made, or listed for your accountant
Best for: loan applications, investor updates and year-end packs.
Catch-up & clean-up
Books behind or a mess? We bring them current.
- Missing months entered and reconciled
- Chart of accounts tidied
- Opening balances checked
- Quoted separately before we start
Best for: anyone a quarter or more behind.
Next step
Not sure which you need?
Most clients start with monthly bookkeeping and add the rest when it's useful. A free 20-minute review will tell you where to begin.