Finance and Processing

Your financial backbone – forecasting, modelling & more.

Your back office covered.

From budgeting and cash flow to funding support, we’ll tailor the numbers side of your business to fit just right.

We offer a three-tiered package — so you can choose the level of support that suits you best.

Choose your plan

Starter

Includes:

  • Monthly Bookkeeping + Bank Reconciliations

  • Basic Monthly Financial Reporting

  • Basic Quarterly Cash Flow Snapshot

  • Year-End Accounts Preparation Support

  • Tax Filing Reminders & Deadline Management

  • Monthly Check-In / Q&A

Popular

Growth

Includes:

Everything from starter package, PLUS:

  • Weekly Bookkeeping + Bank Reconciliations

  • Customised Monthly Dashboards (KPI-focused)

  • Budget & Forecast variance analysis

  • Monthly Cash Flow Reporting & Forecasting

  • Bi-Weekly Finance Calls (30 mins)

  • Basic Scenario Planning (new hires, capital investment decisions etc)

Scale

Includes:

Everything from starter package, PLUS:

  • Dedicated Virtual CFO (5–10 hrs/month)

  • Board-Ready Reporting & Executive Summaries

  • Advanced Scenario Modelling (e.g. acquisition, relocation, market diversification)

  • Investor-Ready Deck Support (financials + narrative)

  • Fortnightly Strategic Finance Calls (up to 60 mins)

  • Real-Time Dashboard Access + Alerts

  • Funding Strategy, Exit Planning

Add-ons for any tier:

  • Annual Budget Build or Rebuild

  • Due Diligence Preparation

  • Financial Process Optimisation

  • Funding Application Support (grants, loans)

  • Payroll & Pension Setup &
    Management

  • Debtors management (Invoicing, credit control, commercial contract creation and review) 
    Creditor management (payment run planning, remittances and payments)

  • VAT Returns & MTD Compliance

Let’s get you started

If you can’t see what you’re looking for, or are unsure which tier suits you, submit a quick enquiry — we’ll chat through your goals and recommend the best path forward. We aim to get back to you within 24 hours.

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“The team really helped me get down in writing where it is that my company needs to go next. I’ll continue to call upon Ysobelle Edwards as I scale up my business.”

Tom, Lost Souls Creative Limited

What they say…