INTRODUCING

Our Done For You

Bookkeeping Packages

Currently we offer 4 bookkeeping packages, starting with basic bookkeeping needs right up to acting as your outsourced finance department.

You'll find a brief description of what is included within each package below, click "find out more" to schedule a free discovery call to specifically discuss your needs.

In addition to our packages you can opt for additional services, detailed at the bottom of this page.

This package is to ensure your financial processes and systems are set up for the aim to successfully grow with financial understanding.

We guide you through the initial set up and continue to ensure data is recorded accurately, maintained and up to date to enhance your financial visibility, in order to make better informed decisions in your business.

Minimum 12 months engagement

Here's what you get:

  • Software Set up & Subscriptions

  • Initial Systems & Processes audit, with roadmap for improvements and optimisation

  • Initial Bookkeeping Health check & continuous monthly checks

  • Initial 1:1 Business Goal Strategy

  • Money Beliefs Masterclass

  • Basic Bookkeeping

  • Attend up to 1 Retreat days per year

  • Monthly email check in

  • Monthly live Q&A Group Calls

  • Quarterly Group Goal Setting Session

  • Option to book review calls as required

Best suitable for those who are under the VAT threshold (annual sales below £90k)

This package is to ensure your financial data is recorded accurately, maintained and up to date to enhance your financial visibility, in order to make better informed decisions in your business.

Minimum 12 months engagement

Here's what you get:

  • Software Set up & Subscriptions

  • Initial Systems & Processes audit, with roadmap for improvements and optimisation

  • Initial Bookkeeping Health check & continuous monthly checks

  • Initial 1:1 Business Goal Strategy

  • Money Beliefs Masterclass

  • Basic Bookkeeping

  • Attend up to 3 Retreat days per year

  • Monthly email check in

  • Monthly live Q&A Group Calls

  • Quarterly Group Goal Setting Session

  • Option to book review calls as required

Best suitable for those who are VAT registered

This package delves into the performance of your business, to hold you accountable to your business goals and work towards improving your cash flow and overall financial health.

Minimum 12 months engagement

Here's what you get:

  • Software Set up & Subscriptions

  • Initial Systems & Processes audit, with roadmap for improvements and optimisation

  • Initial Bookkeeping Health check & continuous monthly checks

  • Initial 1:1 Business Goal Strategy

  • Money Beliefs Masterclass

  • Advanced Bookkeeping

  • Attend up to 4 Retreat days per year

  • Monthly email check in

  • Monthly live Q&A Group Calls

  • Quarterly Group Goal Setting Session

  • Option to book review calls as required

  • Flexibility to add on year-end accounts and tax returns (fee arranged separately)

This packaged helps you grasp accountability of your financial performance and align your personal goals through bespoke reporting, enhanced guidance and rewards for your success!

Minimum 12 months engagement

Here's what you get:

  • Software Set up & Subscriptions

  • Initial Systems & Processes audit, with roadmap for improvements and optimisation

  • Initial Bookkeeping Health check & continuous monthly checks

  • Initial 1:1 Business Goal Strategy

  • Money Beliefs Masterclass

  • Premium Bookkeeping

  • Attend up to unlimited Retreat days per year

  • Monthly email check in

  • Monthly live Q&A Group Calls

  • Quarterly Group Goal Setting Session

  • Option to book review calls as required

  • Monthly 1:1 accountability call

  • Flexibility to add on year-end accounts and tax returns (fee arranged separately)

Additional Services

Retreat Days

Launching in May 2025, we will soon be hosting in person "Wealth & Wander" retreat days. A chance for you to step AWAY from the day to day running of the business and focus ON the business, learning financial growth strategies and a moment to reset your well being.

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.

Financial HEALTH Check

Not sure if you're doing it right?

Our 6 point health check is what you need. We'll conduct our review and provide you with a step by step plan of action to increasing the overall financial systems health of your business.

TESTIMONIALS

What others are saying

"I'd be lost without you"

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without you"

"100% Value Added"