Start here
How do I know when my business has outgrown its bookkeeper?
Five signs a professional services firm has outgrown bookkeeping alone, what the next layer of finance is, and what leaving it actually costs.
Articles
Written by a CIMA Member in Practice, for owners of professional services firms. No jargon, no hedging.
Start here
Five signs a professional services firm has outgrown bookkeeping alone, what the next layer of finance is, and what leaving it actually costs.
Start here
How management accounts differ from bookkeeping and year end, what a monthly pack should contain, and the signs yours is not earning its place.
What the SRA is proposing on annual accountants reports, annual declarations and fixed penalties, and how a firm holding client money should prepare.
Why the client account reconciliation still eats a day or two every month in most UK law firms, and what changes when the same work is done daily.
Why well produced management accounts often change nothing, and what it takes to turn a monthly pack into decisions the leadership team acts on.
How a law firm can use AI in its finance function without breaching client confidentiality or weakening its SRA Accounts Rules controls.
The three real AI risks for a solicitors firm, what the SRA expects on confidentiality and supervision, and the four layers of a defensible setup.
The five triggers that tell you finance needs outside help, the three models available, what each costs, and what to keep in house.
What a 13 week cash forecast needs to contain, how to lay it out, how often to update it, and the warning signs it should surface early.
What a part time finance director actually covers, when to bring one in, how an engagement runs month to month, and what it costs.
What banks actually test before they lend to an SME, the document pack you need, the ratios they model, and how to write a lending proposal that gets read.
The five levers that move cash in a small business, from invoicing and credit control to a rolling 13 week forecast, and what quietly drains it.