The “Virtual Financial Controller” Package

Many small businesses understand the benefits that can be obtained from having your trusted advisor involved with your business financial affairs on an ongoing basis throughout your entire financial year.

With that in mind, we have designed a number of service bundles as part of our Virtual Financial Controller package:

The bronze package bundle includes:

• Initial setup and training on Xero suited to your business
• Quarterly VAT returns
• Monthly payroll processing
• Annual financial statements and tax returns for your business

The silver package bundle includes all elements of the bronze bundle plus:

• Management accounts for your business every 6 months
• 'Back Office’ bookkeeping services on Xero if necessary

The gold package bundle includes all elements of the silver bundle plus:

• Quarterly management accounts for your business
• Implementing Budget Manager on Xero to review and monitor budgeted revenues and costs against actual results achieved

The platinum package bundle includes all elements of the gold bundle plus:

• Management accounts for your business on a monthly basis
• Variance analysis on your monthly management accounts
• Cash-flow manager for your business
• Monthly management report to include commentary on your business financial performance and recommendations for development and growth