Bookkeeping, Management Accountancy and Legal Finance Specialist.

Telephone: 07809 633776 Email: info@lisadixon.org.uk

Bookkeeping and Management Accountancy

Today we need to work harder than ever: the way we do business, the way we relate to people; the way we live. Working hard each day to promote your business and satisfy your customers is critical for your long term business success. So is keeping on top of your business’s accounting records and financial performance.

I can help manage some of the financial administrative tasks, work with you to ensure you make effective decisions and run your business efficiently. If you are looking to expand into new markets, improve business efficiencies or to grow your current business; I can help your business reach the next level of growth.

This is how I can help you:

Bookkeeping

At a frequency that works best for you and your business (weekly, monthly or longer), I’ll write up your cash and sales books, reconcile your bank and credit card accounts and make sure you know which customer’s invoices are still outstanding. Prices start from £35 an hour.

VAT returns

If you are VAT registered, I’ll complete your quarterly VAT return (or your annual return if you’re using the VAT Annual Scheme) and let you know if there is any payment to make, or a credit that is to be refunded. Prices from £150.00 a return.

Monthly or quarterly management accounts

Preparation of your management accounts can be done on a monthly or quarterly basis. This enables you to regularly check the financial health of your business, review overhead costs, quickly identify trends (whether adverse or positive) and make informed financial decisions based on sound strategic management information. Regular and high quality management accounts can also assist in reducing the costs of the annual accounts preparation.

Business planning, forecasting and budgeting

Securing start-up and growth development funding whether that’s through local and national grant initiatives or from lending institutions, will require a business plan and/or comprehensive budgets and longer term forecasts. I can work with you to produce a professional set of documents to help secure the funding you need to support your business.

Payroll

Paying your staff on time and accurately is key for any successful business. I can manage your payroll, keeping you updated on current relevant HMRC requirements including payment of SMP, pension auto-enrolment, salary sacrifice schemes and RTI (Real Time Information).

Credit Control

Securing payment from your customer’s whilst still maintaining good customer relations, is essential for your business cash-flow and to successfully win repeat business. With this uppermost in my mind, I’ll help you secure payment and maintain your client relationships.

Project Work and Staff Augmentation

I’m available to work onsite with you and your staff to provide additional short term resource should you need it. Whether its help managing a business critical project or perhaps you need emergency cover, I’m here to support you.

Part-time FD

Identifying your long term goals for your business and aligning business strategy to achieving these goals and objectives is key for business success and survival. As your part-time Financial Director, I can explain how financial management and operations relate to business performance.

Business Review

As a business person, you’ll know that you need your business to have efficient, appropriate and value adding sales systems and procedures to ensure that your customers expectations are met.  It’s just as important that your business’s financial systems and processes also support and enhance your business activities. I’ll be happy to conduct a health check on your financial policies and procedures to highlight both the strengths and any potential weaknesses that exist – all for a pre-agreed fee.

Costs

Your business and your needs are unique and so my charges for a tailored service that’s right for you necessarily reflects that. The charges indicated above are meant for guidance only; firm costs can be agreed after we’ve met and talked about your business and your requirements.  This initial meeting is free of charge.

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