Three ways in
Think of it like raking a zen garden. A little regular tending, with simple routines, keeps your books calm and clear, so you always know where you stand.
Bookkeeping: recording what comes in and goes out, every month.
Monthly accounts: a clear picture of how the month went.
Reconciliations: checking your bank, cards and payment platforms (like Stripe, PayPal, Square or Shopify) all match up.
Invoices, bills and payments: keeping track of who owes you, and who you owe.
Software set-up and clean-up: getting Xero, QuickBooks or similar working for you. [Check which you use.]
Systems and routines: built around how you actually work, so nothing gets missed.
Training: showing you or your team how it all works, at your pace.
Year-end ready: tidy records for your accountant, so year-end is quicker and cheaper.
Financial foundations
A one-off project to get your finances set up properly and running well. If you're starting from scratch, or your setup has never quite been right, this is the clean base everything else builds on. Most people start here.
Strategic projects
Fixed-price pieces of work for the moments that matter — from systems rescue and cash flow intervention to pricing strategy and commercial viability.
Ongoing support
The finance side handled month to month, without hiring a finance director you don't yet need full time. I keep the operations running and stay close enough to the numbers to spot things early and help you make the big calls.
Strategic projects I'm asked for most
- Systems rescue
- Cash flow crisis intervention
- Pricing strategy
- Commercial viability analysis
- Finance training
Not sure which one fits? That's exactly what a first conversation is for.