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.
Cash Flow Forecasting
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
✔ Detailed 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 and explore scenarios
Ideal For
• Growing businesses
• Businesses planning investment or new equipment
• Businesses considering recruitment or taking on staff
• Preparing for tax or VAT payments
• Business owners wanting greater financial confidence
How Our Forecasting Works
Every cash flow model is built specifically around your revenue model, seasonality, and upcoming operational changes. Rather than a generic template, we discuss your goals and transaction complexity upfront to provide a clear, fixed quote before starting work.
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.
Get in Touch for a Tailored Quote
Complete our contact form below or book a quick chat to discuss your planning goals, and we'll provide a bespoke, fixed quote for your forecast.
Business Performance Review
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
How Our Performance Review Works
Every business model carries distinct cost drivers, staff ratios, and margin structures. We scope your business setup, product/service lines, and existing accounting data during an initial discussion to provide a transparent, fixed quote upfront before starting any analysis.
Get in Touch for a Tailored Quote
Complete our contact form below or schedule a friendly, no-obligation discussion about your business performance goals, and we'll outline a clear review plan with a fixed quotation.
Financial Investigations
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 a confidential initial discussion so we can understand your concerns, review the available records, and outline the scope of work.
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.
How Our Investigation Pricing Works
Because no two financial investigations are identical, pricing depends entirely on the timeframe, volume of transactions, and complexity of the records involved. Following our initial confidential scoping call, we provide a clear, bespoke, fixed quotation before any work begins—so you know exactly what to expect.
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.
Xero Training
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 specifically to your business
✔ Dashboard setup and navigation
✔ Creating invoices and quotes
✔ Recording bills and expenses
✔ Bank reconciliations made easy
✔ Managing customers and suppliers
✔ Understanding key financial reports
✔ Cash flow and financial insights
✔ Tips, shortcuts, and best practice
✔ Questions answered throughout your session
Perfect For
• New business owners needing to get started
• Businesses moving over to Xero from spreadsheets or other software
• Existing Xero users wanting more confidence and efficiency
• Anyone looking to save time and improve bookkeeping accuracy
How It Works
Training is delivered online or in person (where available) and is completely tailored to your level of experience and the specific areas you want to focus on.
We scope your training requirements during an initial discussion to confirm how many sessions or hours will give you the most value—offering a clear, upfront quote with no obligation to book further time unless you need it.
Get in Touch to Book Your Training
Complete our contact form below or get in touch to discuss what you'd like to cover, and we'll arrange a training plan and convenient date for your session.
Company Health Check
A fresh pair of eyes on your business.
Sometimes all you need is someone to take a quick look.
Our Company Health Check is an independent 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
✔ Comprehensive 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
✔ Dedicated time to ask questions
✔ Straightforward advice in plain English
What Happens Next?
We'll spend dedicated time 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.
How Our Health Check Works
We carry out a complete initial scoping review of your records with no hidden costs and zero obligation to use any of our ongoing services afterwards. We agree on a clear, fixed quote upfront based on the size and complexity of your bookkeeping setup.
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.
Get in touch today to request your Company Health Check.
Let's Make Running Your Business Easier
Running a business is hard enough without worrying about your bookkeeping, payroll and finances.
Whether you're looking for a one-off service, need help getting back on track or simply want someone to take the stress away, we're here to help.
Complete the form below and we'll get back to you as soon as possible for a friendly, no-obligation chat about your business and how we can help.
Business Performance Review
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
How Our Performance Review Works
Every business model carries distinct cost drivers, staff ratios, and margin structures. We scope your business setup, product/service lines, and existing accounting data during an initial discussion to provide a transparent, fixed quote upfront before starting any analysis.
Get in Touch for a Tailored Quote
Complete our contact form below or schedule a friendly, no-obligation discussion about your business performance goals, and we'll outline a clear review plan with a fixed quotation.
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.