Advisory & Systems
The right setup, and someone to ask
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Getting the accounting system right saves time every week. Having someone to call when a decision comes up saves rather more than that. This is the part of the service that isn't on a deadline.
Cloud Accounting
Selection, setup and migration, then support once you're running.
- ✓Choosing between Xero, FreeAgent and QuickBooks
- ✓Migration from spreadsheets or another system
- ✓Chart of accounts and bank feed setup
- ✓Training for you and your staff
Business Structure
Getting the structure right, and knowing when to change it.
- ✓Sole trader or limited company — which fits
- ✓Implications of incorporating
- ✓Director remuneration and dividend planning
- ✓Shareholding and ownership questions
Internal Controls
A look at how money moves through the business, and where it could go wrong.
- ✓Review of financial processes and controls
- ✓Identification of control weaknesses
- ✓Practical recommendations, not a checklist
- ✓Fraud risk and segregation of duties
Setting Up a New Business
The practical setup that comes before the first invoice.
- ✓Business email, domain and Microsoft 365
- ✓SharePoint file structure and shared access
- ✓ICO data protection registration
- ✓Cloud accounting system selection and setup
- ✓Invoice and document templates
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