This is one of the features our clients find most valuable. We use an industry-leading cloud accounting system giving you instant access to information in real time. This system will put you in complete control of your numbers. Here are just some of the many benefits:

1. 24/7 access to up-to-date financial information and reports from any device with an internet connection (you can access your numbers with your smartphone or tablet). 
2. Up to date - Real time accounting means your records are always completely up to date making it easier for you to make the right decisions
3. Organizational support - Since we can access your data 24/7 you get more value from us – we can help you run and grow your organization rather than just add up the numbers. We can support you with your key decisions. 
4. Automatic processing - Your bank accounts can feed directly into the system, which keeps your accounts up to date and fully reconciled to the bank… this feature will save you a significant amount of time. 
5. Instant reports - At the touch of a button you can get instant reports on your organization. 
6. Security - Being able to sleep at night knowing your sensitive financial data is always secure and backed-up automatically. 
7. Maintenance free - No system downtime because all software upgrades are automatically installed. This worry-free maintenance saves you time and hassle. 
8. Lower professional fees - Reduced accountancy fees because it makes it easier for us to produce end of year accounts. 
9. Free software - As well as helping you, this system makes our life much easier and that means we can pass this onto you in the form of cost savings, i.e. we will pay the monthly fee for the system on your behalf.

So that you can budget and plan accordingly, we have a range of value priced solutions; you choose the option that best meets your needs.

Preferred payment is by monthly bank debits. You only pay for as long as you see real value… if you want to stop the payments just let us know and then cancel your direct debit. You are in complete control.

Whatever your organization, you will find one of our service bundles to suit your needs. The table above summarizes what is included within each of our service levels. To help you identify the best option for you here is a quick overview:

Premium Advisory - This is the best option for ambitious leaders who want the maximum out of their cloud accounting system, get access to the key metrics so they can make the best decisions based on the best quality information and comprehensive support from their accountant.

Full Service Advisory - This is our most popular option because you get valuable reports to help you manage your organization and ongoing support from one of our account managers helping you understand your numbers and make the best decisions.

Entry Level Advisory - This option is best for those leaders who are on a tight budget and want the peace of mind of knowing they are doing things right with their financial data entry.

A cloud accounting system will make your life so much easier. If you do not currently have a cloud accounting system, there is a one off process to get your system set up.

How you benefit

For a small fixed monthly price you will benefit from each of the following:

There will be times when you are not sure how best to account for something. As part of our service you get unlimited email and telephone support. And not only will we support you by email or telephone, we can also take over your system remotely and even help you post the transaction.

Your fixed price is fully inclusive of unlimited email and telephone support for advice on ad-hoc matters.

This means that you can call on us at any time knowing that you will never be charged for our time or advice. So I hope you will feel free to speak to us whenever you need to, without ever having to worry about cost.

Of course, if the issues raised at any of these unlimited free consultations (or anywhere else) require research or analysis beyond the consultation, we will give you a quote for that extra work before any additional work is started. This means you will NEVER get an unexpected bill.

Accruals are adjustments for revenues that have been earned but are not yet recorded in your accounting records and expenses that have been incurred but are not yet recorded in the accounts. Prepayments are when you have paid for something that relates to a later period.

Accruals and prepayments need to be added via adjusting journal entries so that the financial statements report these amounts.

If you do not adjust for accruals and prepayments your revenues, expenses and net revenues for any given period will be distorted and inaccurate. Here is an example…

If your rent is paid quarterly then every third month you have a big expense in your accounts but then no charge in the second and third month. So we need to spread this cost across each of the 3 months it relates to get a true and accurate picture.

Every quarter we will have a 45-minute meeting. In this review meeting we will discuss your latest management information and how you can use the numbers to keep your organization going in the right direction.

Many cloud accounting systems integrate with other solutions. There are systems that allow you to photograph receipts with your smart phone and enter them into your bookkeeping system; never worry about losing that parking receipt again! You can integrate online payment with direct debit systems. You can integrate with payroll systems. The list goes on… but we’ll simplify it for you.

You will be amazed at what you can do to run your organization more easily, to help you and save you time. As part of our accounting service we will provide a report setting out the most popular integrations and the best ones for your organization.

​We recommend a system that will remove the admin burden that bills, invoices and receipts place on small organizations. It makes the gathering, storage and processing of receipts and invoices as easy and cost effective as possible. The system will make your life easier and remove clutter by filing paperwork in the cloud. Let me explain one of the most popular features of this system…

Every time you get an invoice or cash receipts (for example, a car park ticket or train ticket) all you need to do is take a photo with your smartphone. You can then throw that piece of paper away! The system will store the image of your invoice and, when you’re connected to the Internet, it will be sent from the system into our cloud accounting system for us to post it to the correct place.

Budgeting helps you plan, measure against your plan and will give you an early-warning signal if you are likely to face cash shortages. Our service looks at each of your budgeted expenses, cash and net assets giving you a complete picture of what your organization is doing compared to expectations.

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