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Foundation

Your financial world, current and in one place.

Cloud accounting and document management, so the numbers are there in real time whether you are in the office, on the road or at home.

What this is

The books stop being a monthly scramble.

We put your accounting in the cloud and keep the documents with it, so the information is available the moment you need it. Everything is stored securely online, which means decisions get made on numbers that are actually current rather than on a picture of last quarter.

Here is how we help

 
Organize receipts. No more piles of paper and no more clutter.
 
Streamline invoices. Raise them, send them and track them without chasing.
 
Simplify financial reporting. Accurate, accessible and ready when you are.
 
Store it securely online, backed up and in one place.

The monthly scramble

Receipts found at year end
Books closed weeks late
Reports nobody can act on
Documents in four places

Cloud accounting

Receipts captured as they happen
Books current every month
Reports you can decide on
One secure system of record
The tax savings

Clean books are what make the tax savings findable.

We review more than 1,000 returns a year, and the average business we look at is overpaying by about 40%. For most clients that saving is larger than our fee, which is what pays for the bookkeeping, the reporting and the advisory.

Based on the returns we review. What any individual business saves depends on its own circumstances.

How the accounting runs.

Step 01

Set up the stack

We fit the cloud tools to how the business actually works, rather than the other way around.

Step 02

Move the records

History, documents and opening balances come across without leaving a gap in the record.

Step 03

Hold the rhythm

A monthly close with a date on it, and a document routine the team can actually keep.

Step 04

Report and review

Numbers you trust, current enough to make the next decision on.

Cloud systems are selected to fit your business. Data is held with the provider security and backup arrangements in place.

Common questions.

Do I have to change accounting software?

Not necessarily. We work with the main cloud platforms and will only recommend a move if the current one is holding the reporting back.

What happens to my existing records?

They come with you. We migrate the history and the documents so there is no break in the record.

How current will my numbers be?

Monthly, with a close date you can plan around. Day to day balances stay live in the system.

More services

The rest of the team works on the same numbers

Acceleration

Proactive Tax Strategy

Acceleration

Profit Consulting

Translation

CFO & Platinum Advisory

Get the books current, then find what they have been hiding.