Your financial systems are probably costing you more than you think
I build the financial infrastructure growing businesses should have had from day one.
Invoices going unpaid
Your business may well be profitable, however, delayed payment puts unnecessary strain on your cash position.
Stock figures nobody trusts
Stock is an important aspect of any business, having to little stifles sales, but having too much eats into your margins.
Accountant always chasing you
Your accountant spending hours chasing missing receipts, unreconciled transactions, and incomplete records is time you are paying for - and it is entirely avoidable with the right systems in place.
The figures have no story
Data, data, data - a hidden gold mine if you know how to read it. This all starts with clean data, how best to keep financial information clean? Entering it right, first time.
Inconsistent workflow
Multiple team members, one job - each a different method of executing the task - this is fine, until you need to review the data. Quickly racking up the time it takes to run simple reports.
Multiple touch-points
Having multiple individuals in your business who can tackle problems is a boon, but having your stakeholders contacting different people too often slows down work.
The Problem.
Most SMEs are losing 8-15+ hours a month to finance admin that could be automated in a week.
The Financial Data Architect Framework
Most businesses don't have a finance problem. They have a systems problem.
I start by understanding how your business operates - your workflows, your pressure points, and the numbers that actually matter to you. From there, I build the infrastructure around twelve core systems:
Stock and Inventory control, Invoicing and accounts receivable, Expense management and purchase orders, ERP setup and chart of accounts, Bank reconciliation and automation, KPI dashboard and live reporting, Payroll integration, MTD and HMRC compliance, Accountant Data Handoff, Cash Flow Forecasting, document management and Multi-entity consolidation.
Every system connected. Every number clean. Every decision informed.
For businesses that want to build it themselves - I hand you The Blueprint and guide your through it.
For businesses that want it built properly, once - I come in, build it alongside your team, and hand it over. That is The Build.
For businesses that want it owned and managed permanently - I run it for you every month. That is The Partner.
The Blueprint
A full comprehensive guide for business just starting out or currently scaling, we have broken down systems, processes, and given our recommendations - enough to make your business lean.
Access NowBuild
Building off the Blueprint, we then jump in to help you set-up, for the businesses that are already set up, and looking to scale, and need that extra manpower to improve margins and workflows.
Contact UsPartner
This is setting us up to be part of your business, not only do we help you create the systems, but we actively maintain them - with full access to our expert teams that gives your business that 'edge'
Contact UsHow it works
1. Discovery call
We map every manual finance task in your business and identify what can be automated.
2. System Build
We design and implement your custom automation stack - invoicing, reconciliation, reporting.
3. Ongoing Management
Monthly retainer. We monitor, maintain, and improve your systems. You get monthly reports.
Who is it for
Trade Businesses
You are billing by the job but your books are a mess by the month. We handle your purchase ledger, invoice chasing, and monthly reporting so you an stay on the tools and off the spreadsheets.
E-Commerce
High transaction volumes, multiple payments gateways, returns, and supplier invoices - your finances move fast. We reconcile the chaos into clean monthly accounts and cashflow visibility, so you always know where you actually stand.
Hospitality
Thin margins punish poor financial visibility. We track your costs, reconcile your takins, and give you a monthly picture of where your money is going - before it's too late to act on it.
To maintain quality of work, we only take on a limited number of clients.
Book your free 30-minute review now.