Keep financial work moving throughout the month.
Accounting and bookkeeping support for practices and businesses that need more capacity for recurring work.
People ’n’ Process helps you explore support for maintaining records, preparing reconciliations, and organising financial information for review.
Less unfinished work at the next reporting deadline
Unprocessed transactions, missing documents, and unresolved differences can make the end of a reporting period harder to manage.
An agreed working routine gives these activities regular attention, with queries brought back to your team for decisions.
Areas we can discuss
Bookkeeping and transaction processing
Recording and categorising transactions using agreed instructions and supporting documents.
Bank and account reconciliations
Preparing reconciliations and highlighting differences that need investigation.
Accounts payable administration
Organising supplier invoices and maintaining records for your team’s approval process.
Accounts receivable administration
Maintaining invoice records, allocating receipts, and preparing outstanding balance information.
Reporting preparation
Compiling agreed schedules and draft reports for review by your accountant or internal finance team.
Period-end preparation
Organising records, reconciliations, and outstanding queries ahead of your review.
Support for accounting practices
Create capacity for recurring client work while retaining oversight of client relationships, review, and final delivery.
We start by understanding your preparation standards, working papers, handover points, and review process.
Support for growing businesses
Give routine financial administration a defined workflow.
We can explore how support would fit around your internal team and external accountant, including who answers queries and approves outputs.
Frequently asked questions
Can you support our existing accountant?
We can discuss a preparation role that fits around your accountant’s responsibilities and preferred handover process.
Which accounting software can you work with?
Tell us which systems you use. Compatibility and access requirements are assessed before the scope is agreed.
Do you authorise payments?
Payment approval and release remain with your authorised team. Any agreed invoice support covers preparation and administration.
Are tax filings, audit, or statutory sign-off included?
Those activities are outside the services described here. This page covers preparation and operational support for review by the appropriate professionals.
Can we get help during busy periods?
Share the workload and timing involved. We’ll discuss availability and whether a suitable arrangement can be agreed.
What would help your finance workflow run more smoothly?
Tell us what is building up, how often the work occurs, and who currently reviews it.