How it works

We have created a straightforward six step process to get your books up and running, and to provide you with valuable financial information.

1 - Setting Up Your Digital Platform

We will help you select the best applications for your business. We can complete the set up process for you and can provide ongoing support as you and your team use the platform.

2 - Capturing Your Financial Data

Once you have your digital platform at your fingertips, we will show you how to capture your financial data such as receipts and invoices. The gathering of data then becomes really easy and ensures your books are accurate and up to date.

  • Receipt Bank
  • MileIQ
3 - Crunching Your Numbers

Using cloud based accounting software, we will process this data in your books with our outsourced bookkeeping service to ensure you have accurate financial information. Alongside this we deliver you a quick turnaround on monthly management reports including the preparation and submission of your quarterly VAT returns. At all times, you can log-in and access your books from both desktop and mobile devices.

  • Quick Books
  • Xero
  • Sage
4 - Creating Your Smart Dashboard

This financial data is then pulled through to your bespoke dashboard to deliver real-time information you can rely on. Your dashboard will equip you with the information you need to proactively manage your business on a day to day basis, including current cash position, revenue, expenses and profitability.

  • 9 Spokes
5 - Expert Accounting

With your month end close having the accuracy of a year end, and your year end having the timeliness of the month end, we will ensure you remain compliant for both accounts and tax purposes.

6 - Business Growth Planning

The final part of the jigsaw is twofold. First is reporting in depth on the past performance of your business. Second is forecasting the future with projections, cashflows and scenario planning all being considered. Taken together, this will enable you to drive your business to the next level.

  • Spotlight Reporting
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6 steps to success with My Accountancy HQ

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