Challenge
Running a small business means wearing many hats, and finance often ends up at the bottom of the list. Our client wanted confidence that the bookkeeping and accounting were being monitored, queries were being pushed forward and nothing important was slipping through the cracks.
Our Approach
We set up a simple but consistent rhythm:
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Monthly review of the accounts, address outstanding items and flag anything that needed attention.
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Feeding back to bookkeepers and internal staff to make sure accounting is accurate, reconciliations are complete and any material items are addressed promptly.
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A monthly call to keep everyone aligned, provide commercial advice, and give the owners a safe space to ask questions.
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Acting as a liaison with their external accountants, making sure compliance matters were managed without creating extra stress.
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Providing regular reporting and a working budget as the backbone, while staying available for the day-to-day commercial decisions that pop up in a small business.
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Being a trusted partner for bigger strategic decisions, so the owners have someone who already knows the business and can give grounded, practical advice when it matters most.
Outcome
The owners now have peace of mind knowing there’s someone keeping an eye on the details and available when needed. With regular updates, clear reporting and proactive support, they can focus on running the business with confidence - knowing advice and guidance are only ever a phone call away.
