Business Services - Right Click Accounting

Everything we do to run and improve your business

This is the work we deliver to run and improve your business. You choose it because you want it, not because a deadline forces it.

Getting Started and Onboarding

Proposal
Engagement Letter
Main Business Terms
Privacy Notice
Disengagement Letter

Document and Data Management

Email inbox: paperwork extraction
Email inbox management
Scanning paperwork
Government Gateway access support (Underpins all filings)

Digital Accounting

Bookkeeping: invoicing, purchase invoices, bank rec, credit control (Feeds Compliance)
Bookkeeping Health-Check
Management Accounts and Reporting
Charity accounts preparation

Business Development

Fractional CFO: forecasting, budgeting, board reporting
Financial Operations Consulting: review integrations, suggest improvements
Business Operations Consulting: review set-up and team, suggest improvements (New)

Systems and Set Up

Xero Migration: from other software
Xero Set Up
Xero Audit
Xero Troubleshooting Power Hour
Payroll System Set Up: BrightPay or Xero only
Software Licence

Training

Xero Training: 1:1 in person
Xero Training: live video call
Xero Library Hub: on-demand training
Payroll System Training: BrightPay and Xero only

How this fits together

Chosen, not required

Everything in this department is work you opt into because it improves the business, not something a deadline forces on you.

Gateway access underpins the filings

Access to your Government Gateway is what makes every later filing possible, which is why setting it up and supporting it sits here rather than in Compliance.

The two departments work as one chain

Good bookkeeping in Business Services is what makes the Compliance filings possible.

Ready to Work With Our Virtual Financial Operations Team?

Whether you’re looking for a new accountant, need help getting your tools to talk to Xero accurately, or want to bring CLEAR into how you run your business – we’d love to hear from you!