INTRODUCING

Our Done For You

Bookkeeping Packages

Choose from one of our 3 support packages from essential bookkeeping to full financial partnership as your outsourced finance team.

You'll find a quick overview of what's included in each package below.

Ready to take the next step?


Click “Book My Money Fix” to schedule your FREE 15-minute Financial Audit.
We’ll get a clear picture of where you are now and how we can support your next move.

Our foundational bookkeeping package for business owners who want to stop winging it and start making informed, confident decisions.

We don’t just do your books we bring order to the chaos, track your progress, and support your growth with clear monthly records and quarterly insights that show exactly where you stand and what to focus on next.

Min 12 months engagement

By the end of each quarter,

you’ll have:

  • Clear, up to date bookkeeping that reflects the truth of your business

  • A better understanding of what’s working, what’s changing, and where to focus

  • HMRC compliance (VAT and MTD) handled without the headache

  • Accountability check-ins and proactive support when you need it

  • Access to ongoing education, expert events, and optional retreats

This is your first step toward financial empowerment and building a business that’s not just sustainable, but successful on your terms.

DISCOVER is for you if:

You’re growing steadily and need eyes on your numbers to avoid surprises

You want to feel supported, not judged, when it comes to money

You need clarity on VAT, expenses, and whether your business is actually profitable

You’re ready to make financial decisions with strategy, not guesswork

Explore gives you the visibility and direction to start running your business like a CEO with numbers that drive smart, strategic decisions.

This package goes beyond basic bookkeeping to help you understand your performance, improve cash flow, and stay accountable to your goals with monthly reports and quarterly check-ins.

Min 12 months engagement

With Explore,

you’ll get:

  • Clear, detailed monthly reports that show exactly where your money is going

  • Insightful analysis on income, expenses, and trends so you can plan ahead

  • Quarterly strategy calls to track your goals and stay accountable

  • Reliable, done-for-you compliance (including VAT and MTD for Sole Traders)

  • Ongoing support and access to expert masterclasses, community events, and retreats

Explore isn’t just about bookkeeping it’s about making your finances work for you, not just keeping you out of trouble.

EXPLORE is for you if:

You’re bringing in consistent income but want more control over profit and cash flow

You feel unsure about what your numbers are really telling you

You want a finance partner to hold you accountable.

not just a “data entry” service

You’re ready to start making CEO-level financial decisions with confidence

Elevate is our most advanced support package for business owners ready to align personal goals with financial strategy and scale with confidence.

With 1:1 monthly calls, KPI dashboards, and CFO-style insights, you’ll turn your numbers into a clear roadmap for sustainable growth all with personalised guidance and real accountability.

Min 12 months engagement

With Elevate,

you’ll get:

  • Bespoke monthly KPI dashboards and financial reports tailored to your priorities

  • Monthly 1:1 accountability calls to keep strategy aligned and goals on track

  • Forecasting, budgeting, and cash flow planning that helps you plan ahead

  • CFO-level support and strategic insight without hiring in-house

  • Priority access to events, retreats, and exclusive client opportunities

This is more than bookkeeping.

It’s a partnership designed to elevate every part of your financial world with less stress and way more clarity.

ELEVATE is for you if:

You’re ready to make data-backed decisions that drive impact and income

You want a thought partner to support big moves like hiring, scaling, or launching

You crave more control over cash flow and peace of mind around planning

You want your personal and business goals to finally align

INTRODUCING

Structure to Scale with Confidence

Done-With-You Financial Setup & Support (3-Month Programme)

For the business owner who’s ready to stop winging it and finally get their financial sh*t together - with guidance, support, and structure at every step.

What it is:

A 3-month, done-with-you journey to help you build strong financial foundations, clean up the chaos, and create a system you can actually stick to. We’ll roll up our sleeves together to get your business finances sorted without shame, stress, or spreadsheets that make your eyes hurt.

Additional Services

Offered to active clients

Payroll

Director Only pay runs

Weekly / Fortnightly / Monthly pay runs

Pension auto enrolment

CIS Monthly Returns

Strategy Sessions

Available upon request, whether you need to work on your money mindset, accountability or some guidance on your current business processes, these sessions are designed to your needs. We will have an initial assessment call to determine where you most need our support.

Quickbooks Training

Setting up for the first time, got yourself in a mess or not sure where to start?

Don't worry we've got you covered, as expert pro advisors, we will conduct an initial consultation with you and together we will determine the support you need.

Bookkeeping Catch up

The receipts mounted up & your year end has passed? Or it's been a few month's since you logged into your accounting software?

Fear not, we'll get you back on track and up to date as soon as we can.

TESTIMONIALS

What others are saying

LogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogoLogo

© Copyright 2025. Wanderfully Balanced Ltd. All Rights Reserved.