Strengthen your financial foundations

Not sure whether your bookkeeping, accounts and finances are giving you the information you need? Let’s take a look

Business Finance and Accounts Review

MTD Setup and Quarterly Support

Confused about Making Tax Digital?

I’ll check when it applies to you, help organise your digital records and explain what needs submitting.

New Limited Company Starter

Started a limited company and unsure what happens next?

Get the bookkeeping, payroll and first-year deadlines organised properly.

Monthly Numbers for Growing Businesses

Accounts up to date but still unsure where the money is going?

Get monthly management accounts and straightforward cashflow information.

  • Initial eligibility and readiness review

  • Record-keeping assessment

  • Software or spreadsheet/bridging discussion

  • Setup and registration support where included in your licensed services

  • Quarterly bookkeeping and update options

  • Clear annual pricing or “from” pricing after scope

  • Initial compliance checklist

  • Bookkeeping software setup

  • Corporation Tax registration check

  • Director payroll where appropriate

  • VAT discussion where relevant

  • Confirmation Statement and accounts timetable

  • Optional monthly support

 

  • Review of your business performance and profitability

  • Analysis of cashflow and working capital

  • Key management accounts ratio analysis

  • Review of bookkeeping, VAT and compliance processes

  • Identification of risks and improvement opportunities

  • Practical recommendations tailored to your business

  • Clear action plan with prioritised next steps

 

 

I analyse your current position, identify strengths and weaknesses, highlight potential risks and provide practical recommendations to help you make informed business decisions.

At the end of the review you will receive a clear action plan and a choice of support options tailored to your business.

 

My service is ideally suited for small businesses and sole traders in Lee-on-Solent and across the South Coast who are looking to gain control and confidence in their financial operations.

Common challenges I address

Many of my clients come to me feeling overwhelmed by financial paperwork, unsure about compliance, or lacking clear insights into their cash flow and profitability.

My Finance and Accounts review provides the clarity and direction needed to overcome these common problems.

Business Owners Often Discover

✅ Profitability issues hidden by poor reporting

✅ Cashflow pressures before they become problems

✅ Inefficient bookkeeping processes

✅ VAT and payroll risks

✅ Opportunities to improve profit margins

✅ Better ways to monitor business performance