Growing

Growing fast? Keep the numbers up with you.

When decisions come faster than the year-end accounts, you need monthly numbers, a forecast and someone to talk them through.

What helps

Support for a business on the move

Finance Partner

Bookkeeping, payroll, credit control, management accounts and finance director time on one fixed monthly fee.

Finance Partner

Management accounts

Monthly or quarterly numbers from your own Xero, with a meeting to talk them through.

Management accounts

Forecasting

A three-way forecast for a lender or a big decision, or a rolling budget kept up to date.

Forecasting and budgeting

Live reporting

Power BI dashboards built from your Xero data, so you can see sales, margins and cash without waiting for a pack.

See it working

Compare packages

Questions

Common questions

When do I need more than year-end accounts?

Usually when you are hiring, borrowing, investing or watching cash closely. Annual accounts tell you what happened last year. Monthly numbers tell you what is happening now.

What is Finance Partner?

Bookkeeping, payroll, credit control, management accounts and finance director time on one fixed monthly fee, for businesses that need a finance function without employing one.

Can you produce a forecast for the bank?

Yes. A one-off three-way forecast covering profit, cash flow and the balance sheet, scoped and quoted before we start.

What is live reporting?

Power BI dashboards built from your Xero data. You can look at sales, margins and cash whenever you need to, rather than waiting for a month-end pack.

How often will we meet?

Management accounts come with a meeting to talk them through. How often depends on the package you choose.

Other stages

At a different stage?

Starting out

The right set-up, records and first-year deadlines from day one.

Starting out

Established

Accounts, tax, payroll and VAT done early, with a named accountant.

Established business

Selling or stepping back

Exit planning, reliefs and sale support, started early.

Selling or stepping back

Talk it through

A free first call to understand the business and what would help most.