Our Packages

Getting Started

This package is suitable for organisations with simpler needs.  If you are thinking of hiring a bookkeeper this package provides more value at a competitive price.  Drawing on years of corporate experience and our knowledge of the charitable sector we will help guide you through your financial challenges:

•  Lets get you set up with an accounting system! We use a cloud based system called Xero so you and your team can access it anywhere. Your subscription cost is included in our fees

• Once set up we will do monthly updates and reviews of supplier payments. We will match transactions to your bank feed, and categorise each item of income or expense based on information and rules set by you, raising queries with you as needed

• We will handle the end of the year handoff of information to your accountant, as well as liaison directly with them to reduce stress on you

In addition to what most bookkeepers would provide we also include the following value add at no additional charge:

• Set up and run monthly payroll for up to 2 staff

• Help you set up automatic invoice chasing in Xero

• Set up 90 day cashflow forecast 

• Monthly zoom meetings (30mins) to discuss your accounts, with prepared information that will guide you through the details

• Unlimited support with questions.  Drop us a line if you need guidance 

Virtual CFO

If finances are starting to eat away at your time or you have more complex needs, like  tracking restricted grant income, or VAT, this package is for you.   Designed to provide strategic support for an organisation looking to move to the next level.   As well as everything above it includes:

• Build and maintain records of restricted grants and funder by category allowing you to identify any under or over spend by funder

• Setup and run monthly payroll for up to 5 staff

• Prepare VAT every quarter (if applicable) for you to approve and file it with HMRC complying with new Making Tax Digital (MTD) rules

• Monthly 60 minute zoom meeting with a detailed explanation of what your accounts mean plus benchmarking, analysis, cashflow and budget review  

• Quarterly strategic review where we will strategize as to what options are best suited for your financial circumstances

• Annual assistance preparing your budget

Virtual Finance Department

Thinking of making your first finance team hire?  Try our virtual finance department instead. We will act as your entire finance department, without you needing to hire or manage any employees.   Providing even more value for clients who need a more hands on approach, support on making strategic growth decisions, or help tracking more complex business processes. In addition to everything above we provide the following:

• Setup and run monthly payroll for up to 10 staff and set up batch payments for you to check and upload 

• Set up an expense claim process so that staff members can record expenses using an app on their mobile, for you to approve

• Raise invoices for grants and sales in Xero where needed, based on details you provide

• Set up and manage invoice chasing for overdue invoices to help you get paid sooner

• Schedule supplier payments and prepare payment batches for you to check and approve 

Bespoke Quotes

Bespoke quotes are available upon request including:

• Manage a larger monthly payroll

• Interface with your shopify/amazon account or similar if you have online sales

• Reconcile your inventory

• Provide additional strategic guidance on a variety of matters