Your books. Done. Every month. With Minimal effort.
We handle your Xero, your reconciliation, your reports, and your accountant handoff. You get a clean monthly summary and a business that tuns on real numbers.
Chasing payments is costing you time you don't have
Your business may well be profitable, however, delayed payment puts unnecessary strain on your cash position.
Stock figures nobody trusts
Stock is an important aspect of any business, having to little stifles sales, but having too much eats into your margins.
Your accountant bill is higher than it needs to be
Your accountant spending hours chasing missing receipts, unreconciled transactions, and incomplete records is time you are paying for - and it is entirely avoidable with the right systems in place.
You don't actually know if last month was good or bad
Data, data, data - a hidden gold mine if you know how to read it. This all starts with clean data, how best to keep financial information clean? Entering it right, first time.
Your finance process depends on whoever did it last
Multiple team members, one job - each a different method of executing the task - this is fine, until you need to review the data. Quickly racking up the time it takes to run simple reports.
Multiple touch-points
Having multiple individuals in your business who can tackle problems is a boon, but having your stakeholders contacting different people too often slows down work.
Running a business is hard enough. Your finances shouldn't add to it.
Most SMEs are losing 8-15+ hours a month to finance admin that could be automated in a week.
The Financial Data Architect Framework
This is what The Partner does for you
Every month, without fail:
- Your Xero is reconciled and up to date
- Your invoices and bills are tracked
- You receive a clear monthly report - not a spreadsheet, a summary you can actually read
- Your accountant gets everything they need, pre-prepared, at year end
- You get a direct line to us when something comes up
That is it. No jargon. No chasing. No Surprises.
Pricing
A quick spy, and who it is for.
Starter (Most popular)
- Set-up £997.00 (one-time).
How it works
1. Discovery call
We map every manual finance task in your business and identify what can be automated.
2. System Build
We design and implement your custom automation stack - invoicing, reconciliation, reporting.
3. Ongoing Management
Monthly retainer. We monitor, maintain, and improve your systems. You get monthly reports.
Who is it for
Trade Businesses
You are billing by the job but your books are a mess by the month. We handle your purchase ledger, invoice chasing, and monthly reporting so you an stay on the tools and off the spreadsheets.
E-Commerce
High transaction volumes, multiple payments gateways, returns, and supplier invoices - your finances move fast. We reconcile the chaos into clean monthly accounts and cashflow visibility, so you always know where you actually stand.
Hospitality
Thin margins punish poor financial visibility. We track your costs, reconcile your takins, and give you a monthly picture of where your money is going - before it's too late to act on it.
To maintain quality of work, we only take on a limited number of clients.
Book your free 30-minute review now.