My Services

Whether you are an individual, Sole Trader, small business or a larger entity, I offer a range of services that can be tailored to meet your specific needs.

Bookkeeping, Accounting and VAT returns

  • Accurate accounting recording of purchase and sales transactions

  • Creation of sales invoices

  • Creation of monthly and /or annual accounts

  • Quarterly VAT returns

  • Annual Tax calculations

Reporting and Analysis

  • Transform existing data into useful information

  • Create useful analysis, graphs, summaries and reports for use by both financial and non-financial individuals through the manipulation of data sets of any size extracted from any system

  • Customer profitability analysis

  • Product profitability analysis

  • Site profitability analysis

  • Cost per unit

  • Time in stock before first use of raw materials

  • Stock aging analysis

  • Departmental, segmental and consolidated reporting packs

  • Information dashboards

  • Ad hoc problem solving


  • Budgets and forecasts – sales, expenses, cash, inventory, VAT, tax etc.

  • Cash flow forecasting

  • Scenario planning and what-if analysis – an essential tool in planning for growth or a change in environment

  • Payroll models – the effects of changes to your bottom line of, for example pay rises, changes to staffing levels, effect of changes in PAYE and NI rates

  • Review, repair and refinement of existing models

  • Spreadsheet design or re-design

  • Fixed asset registers

  • Accrual/prepayment schedules

Excel Training and Other Services

  • Excel training: one-to-one, small group or specific issue drop-in sessions. Please visit the Excel Training page for further information

  • Project financials - no project is too small for a budget that needs monitoring along with the identification and management of risks and opportunities

  • Process review and streamlining and the reduction of repetitive tasks through the use of macros