Financial Clarity with Business FiTT
Bookkeeping & Business Performance Support
Bookkeeping, financial reporting and practical performance metrics for small business owners who want clearer visibility over profit, cash flow and day-to day business performance.
Good bookkeeping should do more than keep your records tidy. When the numbers are kept up to date and reviewed properly, they can show where profit is being made, where cash is getting stuck, and which parts of the business need attention.
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 to use software to keep their bookkeeeping and clean records.-
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.
Performance Bookkeeping
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 metrics (see below) 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.
Performance Review
For businesses that already have a bookkeeper but need better analysis, reporting and KPI tracking.-
Monthly Review of current bookkeeping reports
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Monthly or quarterly management reporting
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Interpretation of key metrics (see below) 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
What do we mean by Key Metrics...
Key metrics are the practical numbers that help you undertsand how your business is really performing – not just whether the bookkeeping is up to date.
Depending on your business, this could include things like:
Financial Performance :
Profit margins, cash flow, debtor days, VAT position, payroll and overhead costs, break-even points.
Sales Performance
Lead numbers , conversion rates, average sale value, repeat business and pipeline movement.
Operational Performance :
Job profitability, labour productivity, materials usage, service delivery performance.
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 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 profit ?
Yes. One of the benefits of regular reporting and financial review is that it becomes much easier to see where profit can be made and also what the business can sustainably support in terms of owner pay and future planning like retirement and investment.