This page is for accountants, bookkeepers and other finance professionals. If you're looking for help with your own business, start with the enquiry form instead.
Good business support also means knowing when specialist expertise is required. I work on organisation and systems; you work on the technical accounting, tax and compliance side. This page is about how those two roles fit together.
I work on organisation, systems and visibility. I do not provide accounting, bookkeeping, tax, legal or regulated financial advice.
That boundary is useful rather than limiting. It means a business gets practical help with the day to day structure of its records and operations, and a qualified professional gets a client whose information is already organised when the technical work begins.
Some accounting clients have issues before the technical accounting work even begins.
I help address the practical systems and organisation around the client, so the technical work you do starts from a clearer position.
When a business I work with needs technical accounting or finance support, I bring in someone qualified for it.
I work with professional partners depending on what a business needs. I'm not tied to, or representing, a single accounting firm.
For accountants, advisers and other professional partners, I am also interested in relationships where better business systems and client organisation can improve the wider client experience.
Clients arrive with their records already structured, so less time goes into chasing and reconstructing information.
A monthly rhythm on the client side means issues surface early rather than at a deadline.
I stay on organisation and systems. Technical accounting, tax and compliance work stays with you.
If you work with small business clients and think better systems on their side would make your work easier, I would be glad to talk.