YOUR FINANCES TAKEN CARE OF
UNDER ONE ROOF.
Sometimes you may just be looking for a one off project to help you streamline, migrate systems or simply reconcile areas of your business. The bespoke service can help you do this.
Not all businesses will have a Finance Manager or Finance Director in house to provide and manage certain one off tasks, with FD For you, you can outsource your bespoke requirements.
SOME OPTIONS AVAILABLE IN THIS SERVICE
Review of Accounting Systems
Annual Forecast Creation
Manage Migration from one Accounting system to another
Implement Bridging Systems to Streamline your sales process
Analysis and advice on how to reduce your administration time and make sure you are using your systems effectively
VAT checks - are you using the right VAT codes?
Configuration of and advice for your first Accounting software when you start out
EXAMPLES OF WORK WE HAVE PROVIDED THROUGH THIS PACKAGE.
Implement a bridging system between sales platforms such as Amazon, Etsy, Shopify and seamlessly integrate this into Xero so as to remove any manual work required on administration of sales in your accounts system and free up time to sell and promote your business.
MIGRATION OF ACCOUNTING SYSTEM
Migration from one accounting system to another – this can seem a daunting task, but we have successfully migrated customers from one accounting system to another ensuring that all opening balances match with filed companies house figures, migrating balances and setting up all new nominal codes ensuring accurate mapping, implementing any required integration with 3rd party applications including but not limited to payment providers and websites.
IMPLEMENTATION OF STOCK MANAGEMENT SYSTEM
If your business handles a lot of stock then it is imperative that you are costing this stock accurately as it impacts your bottom line – we have created a management system for large stock business so they have information on monthly costs that can be reflected in their accounting system to clearly show their profit accurately.
Looking forward is always more important than looking back, if you want to make financial plans for the future then forecasting is important, we will sit down with you and learn about your business and put a forecast in place that you can work towards.
With all the Brexit changes came a lot of vat code changes and sometimes these can be overwhelming, we worked with a client to give them peace of mind and advise exactly which vat code to use when and ensure they were adhering to HMRC requirements.
XERO, ACCOUNTING SYSTEM IMPLEMENTATION OR MASTERCLASS
We understand that a lot of businesses when they start want to handle their own bookkeeping to save on costs. You want to make sure that your reporting in your Accounting system is accurate so that you can trust the figures you are seeing and know how much money you are making! – we can provide a Masterclass in your Accounting system to help with the below items.
Ensure you are posting things to the correct place, using the correct VAT codes, streamline the process to avoid too much manual work using 3rd party applications.
If you are selling on other platforms then we can integrate these with your accounting system to avoid manual entry.
Does your bank in your accounting system match your bank statements?
What reports are best for you and business to be viewing frequently?
We can have a free chat to work out your bespoke needs and take a look at the requirements you have and review of current systems.
Based on the discovery we can provide a timeframe for the required work and provide a quote.
We will work on all the items and leave you feeling empowered.
We will provide a follow up call to ensure that you are happy with everything.