The same errors every month
Corrections, credit notes and journals that fix last month's mistakes.
A fixed-fee project · from small businesses to groups
Find why the mistakes happen, and fix the system behind them
Read aloud by your browser
Our team works inside your business for six weeks to three months. We review your finances, purchasing, sales and production, find the errors and their causes, then rebuild how the company runs: procedures, job descriptions, policies, licences, controls and a system that tells every manager what to do and when.
£8,000starter project, from
6–12weeks, a team of 1 to 3 specialists
Prices include VAT. This is a management review, not a statutory audit.
When you need it
Signs your processes need rebuilding
Errors are rarely one person's fault. Usually the process allows them, so fixing the figure is not enough: the cause has to be fixed too.
Figures you do not trust
Reports that disagree with the bank, or arrive too late to use.
Cash that slips away
Unpaid invoices, double payments, costs nobody approved.
Everything depends on one person
If they are off sick or leave, nobody knows how it works.
Nobody knows who approves what
Purchases, payments and discounts agreed by whoever is around.
Access and security worries
Shared passwords, too many people with bank access, no audit trail.
Two-minute check
How healthy are your finance processes?
Tick what is true for your business today. The fewer ticks, the more an error, a fraud or one person leaving can cost you.
We use the same questions, in much more depth, in the diagnostic at the start of every project.
- 7–8Strong processesAutomation can still save your team time.
- 4–6Gaps worth fixingErrors and delays are likely to repeat.
- 0–3High riskOne mistake or one person leaving can cost far more than the fix.
How the project runs
From findings to a system that works
You see the findings and agree the new process before anything changes.
- 1
Diagnostic and interviews
A first look, then interviews with the owner and every employee: what each person does now, and what they should do.
- 2
Finance review
Transactions, reconciliations, VAT and payroll, and how purchasing, sales and production really work.
- 3
Causes and costs
For every error, why it happened and what it costs you, in pounds.
- 4
Redesign
Process map, job descriptions, policies and cross-checks, so each person checks the work before theirs.
- 5
Compliance
Policies required in the UK checked, licences confirmed or applied for, documents put in order in a secure archive.
- 6
System and handover
Everything set up in software, from first customer contact to contract to the books, and your team trained.
What you receive
Everything stays with you
Your company in line with the law and the rules, ready for any inspection, and written so your team can follow it.
Findings report
Every error found, its cause, what it cost and how to stop it happening again.
Process map
How purchasing, sales, production and finance work today, and how they will work from now on.
Job descriptions
Written for each person from their interview: what they do, what they should do, and who checks their work.
Policies pack
Internal policies the business needs in the UK: HR, payroll, internal procedures and the policies on your website.
Licences
Every licence your activity needs checked, and applications prepared for any that are missing.
Approval rules and cross-checks
Who approves what, up to which amount, and where each person checks the one before.
Management reports
The reports each manager needs, built from your own figures.
Secure document archive
Contracts, policies and records in order, in a protected electronic archive.
A configured system
Every step automated, from a customer's first contact to the contract to your books.
After the project
Keep the controls working with a finance director plan: we check them every month alongside your reporting.
Prices including VAT
Estimate your project
A starter project for a business with up to 10 employees and a turnover under £1 million is £8,000. The fee grows with the size of the team and the number of areas we rebuild.
Your estimated project fee, including VAT
£8,000
After the project
System support from £100 a month, including VAT.
An estimate from your answers. We confirm the scope and a fixed fee after the diagnostic, before any work begins.
Book a diagnostic callSoftware built around you · support from £100 a month
A system built around your business
We build your processes into our own management software, adapted to the way your business works, or set up the system you already have. After the project, we keep it running and supported for a monthly subscription, so you control every process yourself.
More than a CRM
Tasks and processes, an internal chat, email and messenger connections, and analytics for the whole business.
People management
An HR card for every employee, bonuses, ratings and motivation, and a view of who completed which tasks and how they are developing.
Includeddevelopment and set-up during the projectfrom £100a month for support afterwards, including VAT
Questions
Process review questions
Scroll over them, use the arrows or select a question.
No. A statutory audit is an independent opinion on your accounts by a registered auditor. This is a review for you and your management: we look at how your finance work is done, find what goes wrong and why, and rebuild the process.
For a small business, about six to eight weeks with one or two specialists. For larger companies, usually three months with a team of two to three. After the diagnostic we confirm the scope, the timetable and a fixed fee, so you know both before we start.
Yes. We check the policies a UK business of your type is expected to have, including HR, payroll and your website policies, and every licence your activity needs. If something is missing, we prepare the documents and the application.
Yes, if it does the job. Otherwise we build your processes into our own software, adapted to your business, or recommend another good fit. Either way your team is trained before we hand over.
Everyone. We interview the owner and every employee about what they do now, watch how tasks are actually done and test the new process with them, so it works in practice, not just on paper.
You keep everything: procedures, job descriptions, policies, controls and the configured system. We keep the system supported from £100 a month, and a finance director plan keeps the controls checked every month.
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Tired of fixing the same mistakes?
Let us find the cause
Start with a diagnostic call. You get the scope and a fixed fee before any work begins.
Guides
Read before you decide
Plain-English guides by our accountants on the questions clients ask us about this service.
