Solutions

Bookkeeping

  • Transactions: Recording day to day transactions including purchase invoices and expenses

  • Bank reconciliations

  • Financial statements

  • Review meeting

  • Specialising in PTs, Yoga, Pilates, Spin Instructors, Landlords, Private Investigators and Dog Groomers.

Credit Control

  • Invoicing: Issuing and recording invoices

  • Timely payments: We help you keep a healthy cash flow, ensuring customers pay on time

  • Monthly statements

  • Friendly customer reminders

  • Templates aligned with your business 

Management Accounts

  • Monthly Management Account Pack

    • Financial Health check

    • Financial Analysis

    • Cash Flow

    • KPIs and tracking

  • Budgeting & Forecasting

  • Goal Setting

  • Monthly review meeting

Payroll

  • Accurate and timely payroll processing 

  • Tax compliance

  • Submissions to HMRC

  • Financial insights

  • Budgeting & Forecasting

  • Gender Pay Gap Reporting

Growth Strategy

  • Formulate a strong growth strategy aligned with your personal and business goals

  • Profit Maximation Plan

  • Accountability

  • Business Planning

  • Coaching and development suggestions

  • Preparation for Awards applications

Rental Property Accounts

  • Preparing your rental property accounts

  • Complete your self-assessment in a timely manner with accuracy

  • Avoiding major penalties and fines

  • Tax Advice

People Solutions

  • Exit interviews

  • Appraisal process implementation

  • Employee handbook creation

  • Team offsite/leadership/strategic day agendas and organisation

  • Annual Employee Engagement Survey:

      • Survey creation

      • Results Analysis

      • Structured and focused plan to improve culture & employee engagement

Professional Coaching

  • Career Coaching

  • Supporting you through challenging conversations

  • Navigating promotions or career changes

  • Interview Preparation

  • Identifying personal goals and creating accountability