VIRTUAL FINANCE MANAGER
Who is this for?
Tradespeople, contractors and property investors who want more than bookkeeping — they want full financial oversight, clear reporting, budgeting, cashflow planning and someone keeping an eye on the numbers every single month.
Perfect if you’re growing, juggling multiple projects, or want financial stability without hiring a full-time finance manager.
Why this package?
It gives you your own finance manager on a flexible monthly basis - with clear visibility, tidy books, financial planning and priority support, so you always know exactly where your business stands.
🍀 Full monthly bookkeeping & accounts care
🍀 Monthly close & review done for you
🍀 Budgeting & cashflow forecasting
🍀 Performance insights explained in plain English
🍀 Project / job profitability tracking
🍀 Property portfolio performance (if needed)
🍀 Monthly financial reports
🍀 Regular check-ins (weekly or monthly)
🍀 Bespoke spreadsheets included (your choice)
🍀 Priority support when things get busy
🍀 Strategic guidance as your business grows
🍀 Software included (Sage, Xero, QuickBooks or spreadsheet-based)
From £995/ month
🍀🍀🍀 GOLD — SMOOTH OPERATOR
Who is this for?
Busy tradespeople and property investors who want strong monthly support - tidy accounts, clear reporting and forecasting - without needing full Virtual Finance Manager support
Why this package?
It gives you complete support, from bookkeeping to deeper reporting and strategic financial guidance. Ideal if you want a virtual finance manager without hiring one full-time.
🍀 Everything in Bronze & Silver
🍀 Full monthly bookkeeping & accounting care
🍀 Monthly close & review
🍀 Budgeting & cashflow forecasting
🍀 Job / project profitability tracking
🍀 Property portfolio analysis (if needed)
🍀 Monthly financial insights & explanations
🍀 Regular check-ins (weekly or monthly)
🍀 Priority support
🍀 Software included (Sage, Xero, QuickBooks or spreadsheet-based)
🍀 Strategic guidance as your business grows
🍀 One Bespoke Spreadsheet Included
(Job-costing, rental analysis, contractor tracker, project profitability — tailored to your business)
From £695/ month
🍀🍀 SILVER — STEADY HAND
Who is this for?
Growing tradespeople, contractors and property investors who want regular monthly reporting, tidy accounts and someone who keeps everything running smoothly — without the stress.
Why this package?
It gives you clear monthly insights, organised books, and reliable support — perfect if you’re dealing with more transactions, projects or rental activity and want better visibility.
🍀 Monthly bookkeeping & tidy books
🍀 Sales invoices, receipts, bills & payments processed
🍀 Bank & card reconciliations
🍀 Month-end tidy-ups & reviews
🍀 Monthly Profit & Loss
🍀 Monthly cashflow summary
🍀 Balance sheet overview
🍀 Performance insights explained clearly
🍀 Cost tracking & basic job / project profitability
🍀 Direct access to me whenever you need support
🍀 Spreadsheet or software included (Sage, Xero, QuickBooks or spreadsheet-based — your choice)
From £445/ month
🍀 BRONZE — LUCKY START
Why this package?
It gives you clean monthly accounts, quick answers, and a smooth start — without overpaying for extras you don’t need yet.
🍀 Monthly bookkeeping completed with care
🍀 Sales invoices, receipts, bills & payments processed
🍀 Basic reconciliations & tidy transaction reviews
🍀 VAT-ready bookkeeping (if needed)
🍀 Month-end tidy-up routines
🍀 Simple P&L and cashflow overview
🍀 Direct access to me whenever you need support
🍀 Basic Spreadsheet Included (ideal for sole traders & trades)
🍀 Software included (Sage or spreadsheet-based — your choice)
From £145 / month