Finance Management

This is where the fun really begins! With my unique Bookkeeping Plus Finance Management service – tailor made for you – I not only give you the figures, but help you understand what they mean, and they always tell an interesting story.

  • Did I have a good month and how did it compare with last year?
  • Which parts of my business are doing well and which parts are not?
  • How am I going compared with how I thought I would?

I help you learn the answers to those questions, so that you have a good understanding of the financial performance of your business, at any point in time.

Healthy books, healthy business, healthy you.

Finance Management Services

This “Finance Management” part of my service includes:

  • Monthly management reports (including P&L, Balance Sheet and KPI reporting)
  • Easy-to-understand analysis of those reports
  • Cash flow management and forecasting
  • P&L forecasting and budgeting
  • Streamlined financial processes
  • Identification of potential cost savings
  • Preparation of draft end-of-year accounts for the accountant to check and lodge

And the best news is you get this premium service at the standard price.