Accountancy Services

I have so much respect for small businesses, and owner-managed businesses.  The pressure to juggle so many different responsibilities  is intense, and to handle that alongside building and growing your own company is inspiring. 

Do you just want a chat with an accountant who wants to listen and help?

Accounting Systems & Processes

Whether you need your accounting processes set up from scratch or some support developing your existing systems, I can help you.    

I will tailor the processes exactly to you and your preferences.  You might want to hold on to some of the book-keeping work yourself to keep the cost down and I can provide you with templates for this.  Or you might want to pass everything on to me and free yourself up to focus on the rest of your business. 

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Year end Accounts & Compliance

Nine months seems like a long time to get your accounts done, but whether you like the pressure of a deadline or would rather get them out of the way early, help is on hand. 


I can produce and file your statutory accounts and Corporation tax return.  And I can help you with internal processes; posting year end adjustments/closing down your accounting system/rolling your working files into the new year.

Cash-flow forecasting/ Cash management

I have seen a company on the verge of collapse due to a cash-flow crisis and I saw it come out the other side by implementing a robust cash management system.  It doesn’t matter how many zeros are on the end of your bank balance, you still need to manage it closely.


Management Accounts

You are putting so much hard work into growing your business so don’t leave it till the end of the year to review your performance, monthly or quarterly management accounts are the best way of keeping on top your trading. 

It will be a collaborative process to see which areas require more attention and scrutiny.  I will create and build this into a personalised pack of information for you to use as a monthly bible to give you the confidence and focus to drive your business forward.

Budgeting/ Forecasting

You may have started off with a detailed business plan, but as things got going you probably haven’t had any time to review your initial plan and those early assumptions. 

I have the time and knowledge to help you look at the bigger picture of your financial progression?  How did you get to this point, where are you going now, have you got enough cash to facilitate those growth plans?

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Excel based accounts

When you are a small business it might not be necessary or practical to use an accounting package, I have worked on many small companies which have successfully used excel based accounts.  These can be used to produce both management reports as well as the annual statutory accounts without incurring the cost of purchasing and maintaining an accounting package. 

Sometimes a company will grow to the point where excel is no longer feasible and I can migrate them onto an accounting system.

Service Packages

The Essentials – bare necessities for running a limited company

Set up on accounting system/book-keeping templates on excel

Training on the system/excel templates

Annual Company accounts filed at Companies House

Corporation tax return

Personal tax return for the main director

Ongoing support/ posting queries/ advice

The Essentials, including VAT returns

Everything from The Essentials package plus;

VAT registration

Quarterly VAT returns

Liaison with HMRC

Complete Book-keeping Package

Everything from The Essentials package plus;

Raising sales invoices

Posting purchase invoices and expenses

Posting & reconciling bank transactions

Ongoing support/advice/questions

Management Accounting Package

Everything from The Essentials Package plus;

Monthly updates on sales, profit & cash

Monthly Profit & Loss Account & Balance Sheet

Written report on the financial results and performance for the month

Capital expenditure summary

Monthly meeting to discuss the results

Actuals & Forecast Package - building for the future

Everything from the Management Accounting Package plus;

Annual budget setting

Quarterly budget review and re-forecasting

Quarterly strategy & development meetings

Systems & controls review and support

If you would like to discuss these packages or any other services please get in touch.

Do you just want a chat with an accountant who wants to listen and help?