Work out what to keep, improve or hand over.

Start with the way things work today.

You do not need a finished brief or a new software choice. Explain how bookkeeping, accounts payable and receivable, payroll, reporting and cash planning work today. We look for repeated handling, information gaps and opportunities to connect the processes.

We consider the responsibilities already covered by your team and accountant, what your current fees include and which tasks have no clear owner. Your size, sector, systems and operational complexity shape the proposal.

• Your business, sales channels and current finance systems.
• Recurring workload, document volumes and reporting needs.
• Existing support, handovers and approval responsibilities.
• Backlog, unresolved questions and your main priorities.

Find a practical next step.

The conversation helps you decide how much to outsource: the full day-to-day finance function, a connected group of responsibilities or one specific service. We discuss how processes, automation and checks can make that scope run efficiently alongside any support you keep.

This is an initial discussion about fit and scope. A detailed diagnostic, historical reconstruction or implementation project is separate work, with any fee and deliverables agreed before it begins. The free review does not commit you to ongoing support.

Tell Andrew what needs attention.

Use the enquiry form to describe your business and the part of finance that is taking up your time. A short outline is enough to start; there is no need to include payroll files, bank statements or confidential customer information in the first message.

We will discuss the next step with you. Sending an enquiry does not confirm an appointment or grant access to your systems. If further work is appropriate, the scope, responsibilities and fee are agreed with you first.