When we are your outsourced Finance Department, we take care of everything, so you can focus solely on the things that drive your business forward. We understand that there is more to running a successful and growth oriented business than record keeping (bookkeeping) and accounts management. Once all this key information is compiled, we can then provide you with forecasts for your business. We can help you control slippages and optimize processes in a manner where you can invest wisely and improve your financial strength. We take your information, record it, analyse it, understand it, and use it as the basis for forecasts, budgets, and financial plans. In addition to this, we work with you on strategic financial matters that are focused on kick starting growth. What may have previously been a backwards-looking function is transformed into a forward-looking function providing useful strategy-level advice that works for your business.

This program is the most influential of all and although we work remotely, we work with you side-by-side; making calls, creating and sending invoices, overlooking credit control, payroll, and anything else finance-related on your behalf. Essentially, becoming an extension of your business. Anything you may require from a finance department, whether that’s accounts payable, accounts receivable, treasury, fixed assets, financial control and directions, management accounting… We have you covered.

• Financial Process Flowchart
• Xero Setup & Maintenance
• Xero Subscription
• Branded Invoice Template
• Systems Review and Clouds App Recommendations
• Technology Consulting
• Transaction Coding
• Sales and Purchases
• VAT Return
• Balance Sheet Reconciliations
• Payroll (up to 20 employees)
• Annual Payroll Return
• End to End Process
• Credit Control
• Fixed Assets
• Inbound Calls
• Xero Profit & Loss and Balance Sheet
• Customised Xero Reports
• Budgeting
• Budget Vs. Actual Reporting
• Real- Time Dashboard
• Key Performance Indicator (KPI) Reporting
• Business Review Meeting (Monthly)
• Analysis and Recommendations Report
• Financial Controls Implementation
• Forecasting & Scenario Analysis
• Cashflow Management
• Financial Modelling
• Funding, Loans & Borrowing Support
• Flexible Contract Term
• E-mail Support
• Telephone Support
• Instant Chat
• Single Point of Contact / Relationship Management
• Direct Mobile Contact

Perfect for small and medium growing businesses serious about their growth and achieving their potential. This program allows you to outsource your entire Finance Department without incurring any costs of hiring whilst maintaining a focus on giving you the holistic financial expertise to enable successful growth.

Bolton Trading provides you a remote finance department for your growing businesses so that you can focus on your company.