Case Studies
H&H
Architects & Surveyors, turnover c.£500k
Core Requirements:
Implement appropriate software package and convert spreadsheet accounts.
Set up Finance function & train in house staff to carry out bookkeeping & payroll.
Prepare VAT returns & provide management information.
HB
Construction, turnover c.£1.5m
Core Requirements:
Support company set up, including Xero implementation and PAYE/CIS/VAT registrations.
Design custom invoicing and quotation templates & integrate with Xero.
Bookkeeping, payroll, VAT returns & management information.
HL
Start Up Legal Firm
Core Requirements:
Support company set up, including Xero implementation & PAYE registrations.
Provide training on payroll.
Cash flow forecast for 5 year business plan.
CP
Gym, turnover c.£100k
Core Requirements:
Implement accounting software.
Prepare bookkeeping for the prior 18 months & provide training to move in house.
Review accounts quarterly & provide management information.