Establish

For owner managers running profitable businesses, who are struggling to keep all the balls in the air and need an understanding and experienced team player to help them get to the next level.

 

What’s included.

 
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Profits.

  • Management of financial information including debtors, creditors and ledgers

  •  VAT management

  • Monthly management accounts and 1 hour Zoom meeting each month to review them

  • 12 month budget and cashflow forecast

  • Year end accounts

  • Corporation tax return

People.

  • Monthly check ins on the wellbeing of you and your company

  • Support when you need it, via email or telephone

  • Mentoring. A fresh pair of experienced eyes to help you make the best decisions for your business

  • Wellbeing week - 1 weeks company maintenance should you need to take timeout to deal with a mental health issue

  • Payroll for 1 director, including advice on best wage/dividend combination

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Processes.

  • Xero Accounting Software included

  • Ongoing review of existing systems to ensure they are appropriate and efficient

  • An eye to the future and implementation of the systems we will need to grow and scale your business.

 

Investment

12 month contract, £275 per month, payable by monthly DD