Service
Back-Office Support
The finance work that sits between bookkeeping and strategy: chasing what you're owed, paying what you owe on time, and knowing what your cash position looks like eight weeks out.
Scope
What the engagement covers
Scoped in the proposal and priced against it. Nothing outside this list is billed without you agreeing to it first.
- Accounts payable: bill entry, approval routing, payment runs
- Accounts receivable and structured collections follow-up
- 13-week rolling cash-flow forecasting
- Budgeting and re-forecasting cycles
- Software migration and data clean-up
- Expense management and corporate card reconciliation
- Virtual CFO input on pricing, margin and runway
- Board and investor reporting packs
What changes
What you stop dealing with
- Invoices chased consistently
- Collections follow a schedule rather than depending on someone finding the time, which shortens the time you wait to be paid.
- Cash position eight weeks out
- A rolling forecast that gets updated, so hiring, stock and tax payments are decisions rather than surprises.
- Senior input without a senior hire
- Access to Chartered Accountant judgement on the decisions that matter, priced as a service rather than a salary.
Rhythm
How it runs month to month
- Weekly
- Payment run, collections follow-up, cash-flow update
- Monthly
- Forecast reset and a review of aged payables and receivables
- Quarterly
- Budget re-forecast and a strategy call
Available in
Other services
Bookkeeping
Daily transaction recording, reconciliation, and books that are current.
Accounting
Monthly management accounts and year-end financial statements.
Payroll Processing
Accurate, on-time payroll with statutory filings built in.
Tax Return Preparation
Corporate and personal returns, prepared and deadline-tracked.
Get started
Want back-office support off your plate?
Book a free call and we will review your books, your software and your filing position at no cost.
Thirty minutes · No obligation · Free financial health review