Books closed monthly, not annually

Bookkeeping, monthly management accounts and year-end — reconciled within ten working days so the numbers are still worth acting on.

Numbers you can still act on

Accounts prepared nine months after the year end are a history lesson. They satisfy a filing requirement and tell you nothing you can still do anything about.

We close monthly. Bank reconciled, revenue recognised, accruals posted, and a short set of management accounts within ten working days — so when margin slips in March you find out in April rather than the following January.

Who this is for

If one of these sounds like your situation, it is worth a conversation.

A founder doing the books

At weekends, badly, at an hourly cost far above what this would be.

Accounts arriving too late

Filed on time, useless for decisions, delivered long after the period they describe.

Growing past the spreadsheet

Volume where manual bookkeeping starts producing errors you cannot see.

How we work

Boring, in the way you want your accountant to be boring.

Deadlines tracked, not remembered

Every filing date for your entity is in a calendar we own. You get reminded well before it matters.

Books closed monthly

Reconciled within ten working days, so the numbers you make decisions on are this month's rather than last quarter's.

A named person who answers

Not a ticket queue. You should know who does your work and be able to ring them.

Plain answers on tax

What is allowed, what is aggressive, and where the line is. We will not put you somewhere we would not stand ourselves.

Part of Consulting

Part of Consulting

The unglamorous work that keeps a company out of trouble

Accounting, tax and GST, compliance, payroll, company formation and strategy — handled properly, on time, by people who answer the phone.

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What we commit to

What we commit to

  • A fixed monthly fee agreed in advance — no billing by the hour for a phone call
  • Filings submitted ahead of the deadline, not on the day
  • Management accounts within ten working days of month end
  • We tell you about a problem when we find it, not at the year end
  • Your records handed over in full and without argument if you leave
How we take over

How we take over

Moving adviser is the part people dread. It takes about a month.

Review

We look at the current position, filings, and anything outstanding. You get a written summary of what we found, including bad news.

Transition

Records, access and authorisations moved across, with your previous adviser handled professionally. Nothing lapses in between.

First close

The first monthly close under our process, and the first set of accounts you can actually use to make a decision.

Steady state

Monthly management accounts, filings ahead of deadline, and a quarterly conversation about what the numbers are telling you.

Common questions

Management accounts within ten working days of month end. Accounts arriving nine months after the year end satisfy a filing requirement and tell you nothing you can still act on.

Yes, and it takes about a month. Records and authorisations move across, your previous adviser is handled professionally, and nothing lapses in between.

Tally, Zoho Books and QuickBooks. If yours is set up badly we will fix the configuration rather than insist you move.

Is this the right fit?

Tell us what you are trying to do. If accounting is not the answer, we will say so.

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