Financial Services

Do you spend a lot of time in your bookkeeping and accounting tasks?

The roles of financial managers can vary enormously. In larger companies for instance, the role is more concerned with strategic analysis, while in smaller organisations, a financial manager may be responsible for the collection and preparation of accounts.


In general, tasks across roles may include:

  • providing and interpreting financial information;
  • monitoring and interpreting cash flows and predicting future trends;
  • analysing change and advising accordingly;
  • formulating strategic and long-term business plans;
  • researching and reporting on factors influencing business performance;
  • analysing competitors and market trends;
  • developing financial management mechanisms that minimise financial risk;
  • conducting reviews and evaluations for cost-reduction opportunities;
  • managing a company’s financial accounting, monitoring and reporting systems;
  • liaising with auditors to ensure annual monitoring is carried out;
  • developing external relationships with appropriate contacts, e.g. auditors, solicitors, bankers and statutory organisations such as the Inland Revenue;
  • producing accurate financial reports to specific deadlines;
  • managing budgets;
  • arranging new sources of finance for a company’s debt facilities;
  • supervising staff;
  • keeping abreast of changes in financial regulations and legislation.

Bookkeeping services

  • General bookkeeping
  • Bank reconciliation
  • Invoice preparation
  • Daily records updates
  • Business Activity Statements
  • Records data entry
  • General ledger maintenance

Accounts preparation

  • Trial balance
  • Annual accounts preparation
  • Monthly/quarterly management accounts
  • Customised reports


  • Accounts payable
  • Accounts receivable
  • Invoice processing