Keeping you informed, not just compliant.
Bookkeeping & Accounting
We keep your financial foundations current, accurate and properly looked after, while making sure you understand what is happening behind the numbers.
Because good bookkeeping and accounting should not leave you waiting until year-end, tax time or the next deadline to find out how your business is really doing.
- Regular bookkeeping and accounting
- Tax, VAT, PAYE and statutory compliance
- Management reporting and financial visibility
- The level of explanation, review and advisory support that fits your business
ONGOING SUPPORT
What good bookkeeping & accounting support should actually give you
Accurate records and compliant submissions matter. But they are only useful if they give you a reliable view of what is happening in the business.
Our ongoing support brings together the financial foundations, reporting and level of interpretation your business needs, so you are not simply handing everything over and hoping it is under control.
1. Regular Bookkeeping
Your books are kept current throughout the month, generally weekly or every second week depending on the business, rather than everything being left until month-end.
2. Accounting & Compliance
The accounting, VAT, PAYE, tax and statutory requirements relevant to your business are handled properly and deadlines are kept on the radar.
3. Management Reporting
You receive financial information at the rhythm appropriate to your level of support, so you can see what is happening beyond the bank balance.
4. Explanation & Interpretation
We do not simply send you reports and expect you to figure them out. We explain what matters, highlight material issues and help you understand what the numbers are showing.
5. Financial Review & Support
Depending on your level of support, we create dedicated opportunities to review what is happening, ask questions and talk through the financial side of the business.
6. Support That Can Grow With You
Some businesses initially need strong foundations and visibility. Others need deeper interpretation and decision support. Your level of support can evolve as the business, your needs and our working relationship develop.
Helpful reading
- Your bank balance is not your business performance
- Why Current Bookkeeping Matters Before Your Numbers Can Be Useful
- What “beyond compliance” should actually look like from your accountant
- What should you expect from an ongoing bookkeeping and accounting relationship?
ONGOING SUPPORT
Two ways to start with bookkeeping & accounting support.
Not every business needs the same level of financial support.
Some business owners primarily need reliable financial foundations, regular reporting and reassurance that the important things are being looked after properly. Others want a closer relationship, with more frequent reporting, deeper interpretation and greater support when making decisions.
We will help you work out which level makes sense for where your business is now.
Foundation & Visibility
Strong financial foundations, with enough visibility to stay informed.
This level is for business owners who want their bookkeeping, accounting and compliance handled properly, without being completely disconnected from what is happening financially.
Your records are kept current, important compliance responsibilities are managed, and you receive regular financial information so you are not waiting until year-end or the next deadline to find out what has been happening.
Your ongoing support includes:
- Regular bookkeeping and accounting
- Relevant tax and statutory compliance
- Quarterly management reports
- Concise commentary and explanation
- Material concerns proactively flagged
- Two 1-hour financial review meetings each year
A good fit if: you want dependable financial foundations and visibility, but do not currently need a deeper ongoing advisory relationship.
Talk to Us About Foundation & Visibility
Clarity & Advisory
More regular insight, interpretation and support for the decisions you are making.
This level builds on the same strong bookkeeping and accounting foundations, but gives you a closer view of what is happening in the business and more support understanding what the numbers mean.
We look beyond whether everything has simply been captured and submitted. We help you recognise trends, concerns and opportunities, understand what may need your attention and use the information when making decisions about the business.
Your ongoing support includes:
- Regular bookkeeping and accounting
- Relevant tax and statutory compliance
- Monthly management reports
- Deeper commentary and interpretation
- Quarterly advisory and review meetings
- Proactive identification of trends, concerns and opportunities
- Optional 30-minute online Q&A based on your monthly management report
A good fit if: you want to engage more actively with the financial side of your business and use the numbers to make more intentional decisions.
Talk to Us About Clarity & Advisory
“Working with Figured Out has been transformative for my agency. Shelly and her team have given me the confidence, skills and support to make better business decisions, and since partnering with them, my agency has experienced growth beyond my expectations.
They go far beyond traditional bookkeeping. They genuinely care about the success of my business, celebrate the milestones with me, and bring calm, knowledgeable support when things feel overwhelming.
I see Figured Out as true partners in my business journey, and working with them has been one of the best decisions I’ve made for my agency.”
Natasha Nass
Business Owner
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