Accounting & Financial Support — Starter (Monthly)

Monthly essentials for clean records and clear reporting

£350.00

Accounting & Financial Support (Starter — Monthly)
Keep your business records organized and reporting-ready with monthly finance support.

What’s included (Monthly):

  • Monthly bookkeeping support (income & expense organization)

  • Transaction categorization guidance (Wise/Bank/PayPal/Stripe exports)

  • Monthly summary report (income, costs & profit overview)

  • Invoice & expense documentation checklist

  • Basic cashflow overview (simple)

  • 1 monthly check-in (WhatsApp/email)

Best for:
Startups and small businesses that want structured records and monthly clarity.

What we need from you:
Bank/Wise statements (exports), invoices issued, and expense receipts.

Delivery:
Monthly report shared once data is received and verified.

Service type: Digital service (no physical delivery).
After purchase: You will receive a confirmation email and our team will contact you within 24–48 hours to collect required details and start.

Client responsibilities:

  • Provide requested documents on time (Wise/bank exports, invoices, receipts, sales reports if applicable).

  • Confirm key details before final reports are shared.

Revisions:

  • Minor corrections are included if data was provided correctly.

  • Any changes due to missing/late information may affect delivery time.

Refund policy:
Due to the nature of digital services, payments are generally non-refundable once work has started. If you cancel before work begins, we can review and confirm eligibility for a partial/appropriate refund based on the situation.

Confidentiality:
All client data is kept confidential and used only for providing the requested services.