Record collection
Structure the way invoices, receipts and business records are gathered. Agree a document checklist and a repeatable collection workflow.
Better tools for well-kept records.
Software development and bookkeeping support for businesses that want their operational information to be easier to organise and use.
Look at the record-to-report processFrom source to structure.
- Collect
- Organised documents
- Check
- Reviewable records
- Use
- Agreed outputs
The work we do
Bookkeeping support
Organise records and prepare agreed bookkeeping outputs from the information a business supplies. Responsibilities and review points are set in the engagement.
Software around the process
Develop practical tools for imports, validation and reporting where a standard workflow needs a more suitable interface.
How the work moves forward
Map where information comes from and who checks it. Establish the record structure, test a representative period and document how exceptions are reviewed.
The software and record-keeping work are considered together, with particular attention to source documents, consistent categories and reviewable changes.
Start with the task
Outline the records you maintain, their current format and the support you are looking for. Send a description first; financial documents belong in an agreed secure channel.
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