General Office Administrative Support
- Organising your business records
- Scheduling meetings and handling correspondence
Accounts Receivable (AR) / Accounts Payable (AP) Management
- Invoicing customers
- Sending reminders for overdue payments
- Paying suppliers
Systems Support
- Helping you pick the right system for your needs
- Setting up your accounting and expenses systems (Excel, QuickBooks, Xero, Sage)
Production of Internal Reports and Insights
- Gathering data from your records
- Creating insightful summaries (Profit and Loss Account, Balance Sheet)
Business Secretarial Assistance
- Drafting templates (meeting minutes, resolutions)
- Preparing forms for filing (e.g. changes in directors, addresses)
Services that are not provided are listed below; however, I can point you in the right direction if you require an external audit or tax planning services:
- Statutory audits (always required for PLCs and Ltds that fail the small company exemption)
- Tax advice and tax planning services
- Regulated financial advice on investments and pensions