One-Off Business Services
Sometimes you don't need ongoing bookkeeping support. You simply need expert advice, a fresh perspective or help with a specific task.
Our one-off business services are designed to give you practical, straightforward support without the commitment of a monthly package. Whether you need help understanding your cash flow, learning Xero, reviewing your business performance or getting your finances back on track, we're here to provide clear advice and solutions you can act on.
Every service is delivered in plain English, tailored to your business and focused on helping you make confident decisions.
Plan ahead with confidence.
A Cash Flow Forecast gives you a clear picture of where your business is heading financially. We'll analyse your current figures and create a forecast to help you understand future income, expenditure and cash flow, allowing you to make informed business decisions with confidence.
Whether you're planning for growth, investing in your business or simply want reassurance that you're on the right track, we'll provide a straightforward forecast and explain everything in plain English.
What's Included
Review of your current financial position
Cash flow forecast
Income and expenditure analysis
Identification of potential cash flow gaps
Planning for VAT and tax liabilities
Practical recommendations to improve cash flow
One-to-one review of your forecast
Opportunity to ask questions
Ideal For
Growing businesses
Businesses planning investment
Businesses considering recruitment
Preparing for tax or VAT payments
Businesses wanting greater financial confidence
Our Recommendation
We recommend reviewing your Cash Flow Forecast every six to twelve months, or sooner if your business experiences significant changes, such as rapid growth, employing staff, taking on new premises or making major investments.
Know your numbers. Grow your profits.
Working hard doesn't always mean you're making money.
Many business owners know what they charge, but don't know what it actually costs to deliver their products or services, how much profit they're making, or where they're losing money.
We'll take a deep dive into your business, break everything down into plain English and show you exactly where your business stands.
Together, we'll identify opportunities to improve profitability, increase efficiency and help you make more informed business decisions.
What's Included
✔ Full business performance review
✔ Pricing and profitability analysis
✔ Labour cost review
✔ Product and service profit margins
✔ Overheads and running costs
✔ Business performance analysis
✔ Recommendations to improve profitability
✔ One-to-one consultation
✔ Personalised action plan
When something doesn't add up, we'll help you find the answers.
Not every financial problem is straightforward.
Whether you've discovered missing money, unexplained transactions or simply feel that something isn't quite right, we'll carry out a thorough financial investigation to help you understand exactly what's happened.
We'll review the records, follow the money and provide you with a clear explanation in plain English.
No jargon.
No waffle.
Just honest answers backed by evidence.
Who is this for?
Perfect for:
Business owners with unexplained financial discrepancies
Partnership disputes
Missing income or expenses
Historic bookkeeping reviews
Businesses changing bookkeepers
Business owners concerned about fraud
Directors wanting an independent review
Businesses that need help making sense of historic financial records
What We Can Investigate
✔ Missing money
✔ Unexplained transactions
✔ Historic bookkeeping errors
✔ Duplicate payments
✔ Missing invoices
✔ Supplier payment reviews
✔ Customer payment reviews
✔ Bank reconciliation issues
✔ Cash flow discrepancies
✔ Partnership financial disputes
✔ Xero and bookkeeping audits
✔ Financial record reviews
✔ Identifying bookkeeping mistakes
✔ Producing a clear report of our findings
What Happens Next?
Every investigation starts with an initial discussion so we can understand your concerns and the information available.
We'll then carry out a detailed review of your financial records, identify any issues, explain our findings clearly and recommend the best way forward.
Where possible, we'll also help you correct any bookkeeping errors and put processes in place to prevent the same issues happening again.
Pricing
Financial Investigations
From £500
Every investigation is different, so we'll provide a personalised quotation based on the complexity of the work involved.
Need Some Answers?
If something doesn't feel right, don't ignore it.
The sooner a problem is identified, the easier it is to investigate and resolve.
Get in touch today for a confidential, no-obligation discussion.
Get in touch today for a confidential, no-obligation discussion.
Learn Xero with confidence.
Whether you're completely new to Xero or simply want to get more from it, our one-to-one training is designed around you and your business.
We'll teach you how to use Xero in plain English, helping you understand your finances, save time and feel confident managing your accounts.
No confusing jargon. No rushed sessions. Just practical training you can use every day.
What's Included
One-to-one personalised Xero training
Training tailored to your business
Dashboard and navigation
Creating invoices and quotes
Recording bills and expenses
Bank reconciliation
Managing customers and suppliers
Understanding reports
Cash flow and financial insights
Tips, shortcuts and best practice
Questions answered throughout your session
Perfect For
New business owners
Businesses moving to Xero
Existing Xero users wanting more confidence
Anyone looking to save time and improve accuracy
How It Works
Once you've booked your training session, we'll contact you within three working days to arrange a convenient date and time.
Training is delivered online or in person (where available) and is completely tailored to your level of experience and the areas you want to focus on.
£99 per hour
Book as many or as few hours as you need. If we feel you would benefit from additional training, we'll always discuss this with you first.
A fresh pair of eyes on your business for just £99.
Sometimes all you need is someone to take a quick look.
Our Company Health Check is a one-hour review of your bookkeeping and financial records, designed to identify any obvious issues, answer your questions and highlight quick wins that could save you time, money or unnecessary stress.
No jargon.
No waffle.
Just honest, straightforward advice.
Who is this for?
Perfect for:
Business owners wanting peace of mind
New Xero users
Businesses changing bookkeepers
Companies that haven't reviewed their finances for a while
Directors wanting an independent opinion
Anyone unsure if their bookkeeping is accurate
What's Included
✔ A one-hour review of your bookkeeping
✔ Review of your bookkeeping records
✔ Xero health check
✔ Bank reconciliation review
✔ Review of income and expenses
✔ VAT coding check
✔ Review of your Profit & Loss
✔ Identification of any obvious bookkeeping errors
✔ Recommendations for quick improvements
✔ Time to ask questions
✔ Straightforward advice in plain English
What Happens Next?
We'll spend up to one hour reviewing your records together, identifying anything that stands out and answering any questions you may have.
If we spot any obvious issues or opportunities for improvement, we'll explain them clearly and recommend the best way forward.
Sometimes everything will look great. Sometimes we'll identify simple changes that could save you time, improve your bookkeeping or help your business run more efficiently.
Company Health Check
£99
A fixed one-hour review with no hidden costs and no obligation to use any of our other services afterwards.
Need a Second Opinion?
If something doesn't quite feel right, or you'd simply like reassurance that everything is on track, our Company Health Check is the perfect place to start.
Book your one-hour Company Health Check today.
Know your numbers. Grow your profits.
Working hard doesn't always mean you're making money.
Many business owners know what they charge, but don't know what it actually costs to deliver their products or services, how much profit they're making, or where they're losing money.
We'll take a deep dive into your business, break everything down into plain English and show you exactly where your business stands.
Together, we'll identify opportunities to improve profitability, increase efficiency and help you make more informed business decisions.
What's Included
✔ Full business performance review
✔ Pricing and profitability analysis
✔ Labour cost review
✔ Product and service profit margins
✔ Overheads and running costs
✔ Business performance analysis
✔ Recommendations to improve profitability
✔ One-to-one consultation
✔ Personalised action plan
Our fixed prices are based on the expected time and scope of each service. If we discover that additional work is needed, or you request extra support, we'll always let you know in advance and agree any additional costs before proceeding. Full Terms & Conditions apply.