Financial Management by Business FiTT
Bookkeeping Options That Fit Your Business
From tidy monthly bookkeeping to ongoing review and support, choose what fits best.
These support options are designed for busy service business owners who want clearer numbers, better oversight and more confidence in the financial side of the business.
No pressure — we can talk through the options and see what fits.
Many service business owners don’t just need the books kept up to date.
They also want clearer visibility on what the numbers are telling them, more confidence in day-to-day decisions, and regular support to help the business stay financially under control.
That’s why I offer three levels of support — from bookkeeping only, to bookkeeping with review and oversight, to reporting and guidance for businesses that already have a bookkeeper in place.
Choose the level of support that fits your business...
Bookkeeping Essentials
For businesses that want the bookkeeping handled properly and kept up to date.-
Xero bookkeeping package set-up or review of existing software.
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Monthly Bookkeeping
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Bank reconciliation
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Purchase invoice processing
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Sales invoice processing where needed
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Accurate and up to date records
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VAT prep / support if applicable
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Support with keeping the books organised.
Bookkeeping & Business Performance Review
For owners who want both the books kept properly and regular review of what the numbers are saying about the business.-
Xero bookkeeping package set-up or review of existing software
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Monthly bookkeeping
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Bank Reconciliationg
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Purchases and sales invoice processing.
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Accurate and up to date records
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VAT prep if applicable
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Monthly or quarterly management reporting showing what's making and losing money
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Review of key numbers and trends
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Practical guidance around profit, overheads, payroll and performance.
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Clear visibility on how the business is really doing.
Business Performance Review
For businesses that already have bookkeeping support but want clearer reporting, insight and guidance.-
Monthly Review of current bookkeeping reports
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Monthly or quarterly management reporting
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Interpretation of key numbers and trends
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Regular review and guidance around what's driving profit and what's reducing it.
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Practical recommendations and actions
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Support with financial decisions for the business
Which Option is right for you?
Choose Bookkeeping Essentials if...
- You mainly want the bookkeeping taken care of
- Your priority is keeping records accurate and up to date
- You do not currently need help manging the books for profit
Choose Complete Practice Support if...
- You want both bookkeeping and monthly performance reviews
- You want to know how to control profit and cashflow in the business
- You want regular support making financial decisions in the business.
Choose Practice Performance Review if...
- You already have a bookkeeper
- Your books are up to date
- You want support working out how well the business is performing and insight as to how to improve it.
Not sure which level of support you need?
That is completely normal.
Some businessess need help with the bookkeeping itself. Others already have that in place but still feel unsure about what the numbers are telling them. And many need both.
If you are not sure which option is right for you, the easiest next step is to call or WhatsApp us and we can talk through what would suit your business best.
Frequently Asked Questions
What if I already have a bookkeeper?
That is absolutely fine. The Business Performance Review option is designed for businesses that already have bookkeeping support in place but want clearer reporting and help understanding the numbers each month.
Do I need to use a particular accounting software?
Not necessarily. We can discuss your current setup and whether it supports the level of reporting and visibility you need.
Will this help me understand whether the business is actually making money?
Yes. A core part of the support is helping you understand what the numbers are really saying, so you can see more clearly where profit is being made, where costs may be creeping up, and what needs attention.
Is this only for larger established businesses?
No. This can be valuable for smaller businesses too, especially if you want clearer visibility on profit, costs, and cashflow before the business grows further.
What happens on the first call?
The first call is a chance to look at how your business is currently set up, what kind of support you already have, and which option would be the best fit for where you are now.
Can I move from one option to another later?
Yes. Many businesses start at one level of support and then move to a more suitable option as their needs become clearer.
What is the difference between bookkeeping and financial support?
Bookkeeping focuses on keeping the records accurate and up to date. Financial support goes further by helping you review the numbers, understand performance, and make better business decisions each month.
What if my books are behind or disorganised?
That is something we can discuss on an initial call. In many cases, the first step is simply getting the records into better shape before moving into regular monthly support and reporting.
Will I get practical advice, not just reports?
Yes. The aim is not just to produce figures, but to help you understand them and use them to make better decisions in the business.
Can this support help me plan for paying myself more consistently?
Yes. One of the benefits of regular reporting and financial review is that it becomes much easier to see what the practice can sustainably support in terms of owner pay and future planning like retirement and investment.