other business services

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

The result: reliable, easy-to-maintain tools that save time and reduce error.

Spreadsheet-based income and expenditure templates for sole traders who need to keep track of business activity but have no need for accounting software.

This service covers:

• Simple income and expenditure tracking templates

• Categorisation set up for direct input into annual tax returns

• Straightforward month-by-month record keeping

• No software subscription required

• Guidance on how to use and maintain the templates

The result: a simple, tax-ready record of business activity, without the cost of accounting software.