VIRTUAL FINANCE TEAM AND GROWTH PARTNER FOR DYNAMIC MULTI 6-7 FIGURE BUSINESSES LOOKING TO SKYROCKET THEIR PROFITS
Are you looking for a reliable, trustworthy, effective virtual finance team, who are genuinely committed to your business’s growth?
Then you’re in the right place!
We help ambitious, dynamic owner-managed businesses on their way to their first million, or their next million to streamline their company finances and reach their goals.
We are a ‘family first’ business who are truly invested in seeing our clients win – creating more profit, more time and less stress.
We believe in working hard and playing hard and we encourage our clients to do the same!
As seen in:
YOUR VIRTUAL FINANCE TEAM
We help our clients with their bookkeeping, management accounts, payroll, VAT and of course annual accounts and tax returns – business and personal. We also provide specialist growth and scaling advice. This all helps you and your team to focus on what you do best – driving your business forward.
Our monthly management reviews are a time for you to get support from people who understand your business and are committed to helping you achieve your goals.
We are highly strategic, so we always have an eye on the interests of the wider business and your needs as the business owner, and our clients really value the recommendations we make and our ability to help implement them.
Specialist Consulting to Help Resolve Your Management Accounting and Xero Questions
Group Accountability Programme for Dynamic ‘Get S*** Done’ Entrepreneurs Who Want To Take £10k+ Home Per Month
Some OF ouR proUDEST client RESULts
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!
Some OF ouR FAVOURITE TOOLS
What people say about us
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.
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.
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.
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!
meet your profit pros
Chief Cloud Accountant
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.
Sales & Strategy
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!
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.
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.
“The Number Cruncher”
My role in Caseron is to prepare the management accounts and business reviews so clients can understand how their business is performing and what the numbers are trying to tell them.
My primary role in Caseron is to prepare the annual accounts and tax returns making sure we minimize tax and hit all those statutory deadlines.
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.