Bookkeeping and Expense Management
Let us balance the books, rather than tipping them
There are many ways to manage your accounts and many software systems to help you. However, having the time to learn these systems and then to send out invoices, collect payment and carry out credit control can be a challenge to any growing SME.
Regardless of which bookkeeping platform you prefer or how many clients you have our virtual bookkeepers can work with you.
Outsource to a virtual assistant today and work smarter not harder. Our finance assistants are experts in SME Bookkeeping. You'll have all the numbers you need at your fingertips and more importantly, the time to analyse and work with them.
Where we sit:
As the professional ‘buffer’
Invoicing and chasing outstanding invoices can be awkward at times, your dedicated SmartPA can fill these shoes, so that you can concentrate on those business relationships.
As the environmental heroes
Always wanted to go paperless? Our localised team members can certainly assist you with this goal, setting up systems, but also liaising with your clients to communicate this change. Let’s save the planet and streamline business processes together!
As your pocket calculator
Unfamiliar with forecasting or real-time status of your business finances? We can keep you up to date on a daily/ weekly/ monthly/quarterly/annual basis.
As the expense wizard
Let us magic away your receipts and assist with cash flow to ensure expenses are submitted in a timely and orderly fashion. Even a huge backlog, won't faze our team.
Our favourites
We can support you regardless of your accountancy platform. From the last ten years, the most well-used ones are:
- Xero
- Quickbooks
- Freeagent
- Sage 1 and Sage 50
- Expensify (for expense management)
We can give you impartial advice on the best system for you and your business, set you up and maintain on a regular basis.
1
Discuss
Your business financial objectives/challenges
2
Plan
Your systems and processes
3
Implement
Leave the rest to us
As easy as 1, 2, 3
We understand that outsourcing tasks can be daunting, but let us talk you through the process.
We have an initial telephone conversation to understand your business and the help you require. We then find the best Personal Finance Assistant for you.
We manage an Onboarding Call to introduce you to each other, create an Account for your business and keep in touch to ensure there is a smooth transition to outsourcing the work.
