ACCOUNTANTS FOR

6 FIGURE PROFITS

HELPING YOU ACHIEVE YOUR FIRST OR NEXT £10k MONTHLY TAKE HOME 

 

The path to profit is not found by chance. It is a deliberate journey, planned and executed with a clear understanding of the numbers.

It all STARTS with the numbers in your business and ENDS with the numbers in your pocket!

– Lisa Dickson [Chief Profit Hacker]

 

As seen in:

		

YOUR VIRTUAL ACCOUNTS TEAM

Every business has a path to profit.

It is our job to help you find yours and build a business that is permanently profitable.

We start with your vision, your goals – both business and personal. Once we understand what your long term goals are, we can start building a plan for profit.

Know your numbers without fear or overwhelm and start to love them as you achieve your profit goals.

 

Some of the results achieved by clients who have found their profit path

ALL The stuff we love to do

(so you can focus on creating profit, while we look after your numbers)

Your virtual finance team, just one Skype or Zoom call away. We take care of your entire finance function so you can spend your valuable time serving your clients and generating more profit confident that we are working with you to achieve your business and personal goals,

Your online bookkeepers working in the background posting transactions and reconciling your bank accounts. Send your invoices and receipts – we’ll take care of them. VAT returns prepared, reviewed with you and filed. We’ll let you know what to pay and when.

Your accountant on call to help when ever you need it. Monthly or quarterly reviews of your latest  accounts and next 90 profit  day plans to keep you on track to achieve your profit goals. Taxes accrued and DLA’s covered. All your year end accounts and returns taken care of.

With daily reconciled bank accounts and weekly credit control – we are super focussed on keeping your bank balance high and your receivables low. Weekly cash waterfalling ensures you have money aside for profit and can pay all your bill and taxes on time.

Getting your app stack right for delegation, automation and streamlining of all your key financial processes so you can get more done in less time. Our job is to free up more of your valuable time so you can focus on serving your clients, growing your team and creating more profit.

With monthly or quarterly business reviews, 90 day plans for profit and long term business and cashflow forecasts –  we are here to help you bootstrap growth if you want to self finance or prepare business plans, forecasts and decks for funders and investors.

 Ultimately you are in business to make profit. Our job is to help you maximise your take home pay, to minimise the tax you pay and build your wealth. With cash waterfalling, profit first and working with our wealth management partner we work with you to maximise profit extraction.

Tax efficient directors payroll and staff wages done for you. RTI, EPS and annual returns filed. Staff benefits and P11D’s? No problem. We’ll tell you how much PAYE and NI to pay to HMRC. Annual PAYE  reconciliations with HMRC and P60’s issued to staff.

Need to develop your own business accounting skills? Bespoke training packages available to train you or your staff.  Want to create a 90 day profit plan and stick to it? We can help you with that! Want to implement profit first or profit-firstish? No problem!

OTHER WAYS TO WORK WITH US

Programmes, memberships and consultancy for ambitious profit focussed entrepreneurs who want to build a business that pays them the income they want and deserve, without the stress and without changing accountant!

PROFIT HACKERS MEMBERSHIP

Profit Hackers is the Entrepreneurs Blueprint for Profit.

Our bloody brilliant and dastardly simple framework to create a business that delivers the income you want.

Perfect for action taking entrepreneurs looking for their first or next £5k monthly take-home.

THE PROFIT  PROGRAMME

Weekly profit-ability calls with WhatsApp Support.

 Group coaching and Monthly Masterclasses with guest speakers delivering profit generating classes. 

Only open to like minded entrepreneurs looking for their first or next £10k monthly take-home.

CONSULTANCY SERVICES

 Looking for 1-2-1 help with Xero? Need training or troubleshooting?

Perhaps you need a power hour to set up Profit First? Or you want to set up custom management reports? 

Book a 30 or 60 minute Power Up session to resolve you most frustrating  Xero and profit challenges.

What people say about us

Tessa

Tessa Meadows Smith - RMS Recruitment

Who likes doing accounts when you’re running a business? Caseron make accounting quick, efficient and dare I say fun? They find shortcuts for everything financial. They have saved us time and money by cutting out unnecessary accounting admin, resolve all our accounting problems effectively and I can even feel a little smile coming through their emails! A pleasure to work with.

Tessa Meadows-Smith
RMS recruitment

Unnamed

Mark - Headhsot - Vetstream

Caseron do exactly what it says on their tin. Our financial management needed what Lisa was able to provide: a real “kick in the pants”! From accounts package to payment systems to management accounts and meaningful KPI reports. All that a growing business could ask for.

Annya

Annya Stoddart

Lisa has really helped me make my whole accounting process a lot easier to process and understand. Working via the Cloud means its easy for us both to access my information without me having to copy and post stuff and she can quickly help me resolve any problems I come across. I have already recommended her to one of my patients and I wouldn’t hesitate in doing so again.

Annya Stoddart

Amanda

Amanda Fellingham

I liked Lisa from the first meeting and knew that she could help me organise and update my accounts, so that I could work from home if necessary. I love the way that there are so many different ways to get in touch and get the problems solved almost instantly without having to wait or waste time in having to travel to resolve problems. If you want to learn how to work with the correct tools then Lisa and Caseron are the ones to ask.

Amanda Fellingham

Tim

Tim Meadows-Smith

Lisa is an outstanding and natural entrepreneur. Her background is accounting. STOP what you’re thinking! Lisa is nothing like the boring, grey, introvert, reactive type that so many think of when ‘accountant’ is mentioned. Clear thinking, business-like, cheerful and communicative, you’ll understand what is going on at the time it is happening and get great advice on what to do to improve performance right away.

Tim Meadows-Smith

Paul

Paul Smyth

Lisa has provided Serious-iT with a full range of accountancy services, migrating our dated accounts package to an awesome, cloud based service that brings many benefits to our business. She is fantastically enthusiastic, creative, helpful, prompt and above all not in the least bit stuffy like accountants tend to be (aka our previous one) I would recommend her to any business who likes the sound of this!

Paul Smyth

meet your profit pros

– TOM, DICKSONS and HARRY!!

Cloud Bookkeeper

Tom Quick

“The Collector”

My primary role in Caseron is to manage the company’s bookkeeping and credit control. I love hunting down all the missing transactions and getting the overdue customers to pay.

Chief Cloud Accountant

Lisa Dickson

“The Hacker”

We love what we do, we expect you do too. Our job is to help you find more time to do what you love, create more profit and take home more pay at a price you can afford.

Chief Accountant and Profit Hacker

Cloud Accountant

Harry Daglish

“The Forecaster”

I love the challenge of a messy reconciliation and a 3 year plan! Better things to do than your month end accounts? Send them to me and spend your time ON your business not IN it.

Media and Sales

Paul Dickson

“The Player”

I love golf and do a lot of my networking on the golf course! A not so silent partner, disruptor and challenger – pull up a chair and tell me about your business! 

Digital Marketer

Casey Dickson

“The Ninja”

Content creator ninja with a knack for all things social media and marketing! I love the creative side of business including design, animation and advertising so that is my main role in the company.

Cloud Snoozer

Henry Dickson

“Love and Hugs Provider”

I am responsible for making sure none of the Caseronians take themselves too seriously. I love meeting new people and am generally quite excitable. I like to help everyone eat their lunch.

Let’s TALK!

For a free no-obligation 20-minute discovery call – click on the link below.

This will take you directly to my calendar so you can book a call at a time that suits you.

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