Financial Planning and Reporting
Budgets, cash flow projections and management reports that help you plan ahead and track progress.
Explore Service: Financial Planning and ReportingAccounting and Bookkeeping
Organised records you can rely on, every month.
We keep your books accurate and current, and turn them into reports that show how the business is really performing.
Overview
How we help
Bookkeeping is the foundation for every other financial decision. When transactions are recorded consistently and accounts are reconciled on time, you can see your real position: what you have earned, what you owe, what is owed to you and how much cash is available.
We work with the records and systems you already use where possible, tidy up what needs attention, and agree a regular rhythm for recording, reconciling and reporting. The aim is simple: fewer surprises, faster answers and records that are ready when you need them for tax, lenders or investors.
Common challenges
Does any of this sound familiar?
These are some of the situations business owners often describe when they first get in touch.
- Receipts, invoices and bank statements spread across email, phones and paper files
- Bank and mobile money balances that never quite match the books
- Not knowing whether last month was profitable until weeks later
- A rush to reconstruct records at year end or before a tax filing
- Reports that are produced but difficult to interpret or act on
What is included
Services included
The exact scope is agreed with you at the start, based on what your business needs.
Transaction recording
Consistent recording of sales, purchases, expenses and payments using an agreed chart of accounts.
Account reconciliation
Regular reconciliation of bank, mobile money, supplier and customer balances so discrepancies are caught early.
Financial record organisation
A clear structure for storing invoices, receipts and supporting documents, digital or paper-based.
Management reports
Monthly or quarterly profit and loss, balance sheet and cash summaries, with a short commentary in plain language.
Period-end preparation
Closing the books for the month or year, and preparing schedules your auditor or tax adviser will need.
How the engagement works
A clear process from first conversation to ongoing support
- 01
Initial review
We look at your current records, systems and reporting needs.
- 02
Catch-up and set-up
Where needed, we bring records up to date and agree a simple process.
- 03
Monthly routine
Recording and reconciliation on an agreed schedule, with a clear list of what we need from you.
- 04
Reporting and review
You receive reports and a short discussion of what the numbers mean.
FAQ
Frequently asked questions
Do we need to change our accounting software?
Not necessarily. We prefer to work with the tools you already use if they are suitable. If a change would genuinely save time or reduce errors, we will explain why and discuss the options with you first.
Our records are behind. Can you help us catch up?
Yes. Catch-up bookkeeping is a common starting point. We will agree a realistic scope and timeline based on the volume and condition of the records.
How often will we receive reports?
Most clients receive monthly reports, but quarterly reporting can work for smaller or less complex businesses. We agree the frequency during onboarding.
Can you work with M-Pesa and other mobile money records?
Yes. Mobile money statements can be reconciled in the same way as bank accounts, provided transaction statements are available for the period.
Related services
Often combined with
Tax Advisory and Compliance
Support with understanding your obligations, organising tax records and preparing filings on time.
Explore Service: Tax Advisory and CompliancePayroll Support
Help organising payroll processes and records so your team is paid accurately and on time.
Explore Service: Payroll Support
Talk to us about accounting & bookkeeping.
Share a little about your business and what you need. We will arrange an initial conversation to understand your situation before recommending anything.