other business services
Accounting Software Implementation
Transition to accounting software for businesses that have outgrown manual spreadsheet based models.
This service covers:
• Review of current system
• Requirements definition
• Product review and selection
• Implementation (design, build, test, deploy)
• Handover and guidance
• Ongoing support
Bookkeeping for Sole Traders (<£50k Turnover)
Spreadsheet-based cash flow, income and expenditure templates for sole traders who need to keep track of business activity but have no need for accounting software. Suitable for businesses with turnover <£50k, using cash accounting and with no capital allowance considerations.
This service covers:
• Simple income and expenditure tracking templates
• Calculated cash flow and reconciliation to bank accounts
• Straightforward month-by-month record keeping
• Set up for direct input into annual tax returns (SA103S)
• No software subscription required
• Guidance on how to use and maintain the templates
Spreadsheet Automation and Modelling
Automation of manual, error-prone Excel spreadsheets, development of bespoke financial and operational models, and design of management information dashboards.
This service covers:
• Review and streamlining of existing manual spreadsheets
• Bespoke financial and operational models
• Management information dashboards
• Minimal use of macros, so the models remain easy for you to maintain
• Handover and guidance on use
Project Management
A full project management service is available for any services selected.
This service covers:
• Task planning and scheduling including dependencies
• Resource planning
• Stakeholder management
• Reporting
• Post Implementation Review
