Do It Yourself!

  We will teach you (or your partner or your mum!) how to do your own management accounts from start to finish. Why pay for someone to do this for you when you could save that money and do it yourself? Also a great way to really understand your own accounts and whether you will have enough money left in your account if you buy that new car next month.

 We will teach you the basics of excel and help you make a bespoke spreadsheet that will act as your basis for managing your own financials. We will then come and sit with you bi-monthly whilst you input your receipts and invoices to ensure you are doing them correctly and help you when things go wrong so you start learning for yourself how to overcome any mistakes. 

  We will do this until you feel comfortable enough that you don’t need our help any more (but we will always be on the end of the phone). We will then sit with you at your year end so that we can show you how to complete your tax return for the HMRC.