Starter setup
A workable system for invoices, receipts and bank records from the start of your business.
Discuss this service- Working rhythmAn initial setup and an agreed follow-up
- Suitable forNew freelancers and small business owners
Start with a routine you can maintainA new business brings enough decisions. We help you set up a practical administration without adding steps you do not need. We start by asking what you sell, how customers pay and which tasks you want to keep yourself. Your setup should fit the way your business actually works.Build the basic workflowWe look at software you already use before suggesting a change. Together we set up a simple flow for sales invoices, purchase documents and bank transactions. We use sample transactions to show how the parts connect and where you can find an answer later.Agree a useful structure for documents and categories.Set up the handover between you and our team.Explain how to record invoices, receipts and payments.Create a checklist for your recurring administration.Leave with clear next stepsYou receive a short working plan with responsibilities and agreed dates. We also identify questions that need separate tax advice or further research. Software subscriptions and ongoing bookkeeping are discussed separately. If your first months have already passed, tell us what has been recorded so we can decide whether any catch-up work is needed.
Clear working agreements
Defined scope
We agree which tasks are included before starting.
Shared responsibilities
You know what to provide and what we handle.
A practical rhythm
We agree document dates and discussion moments.
Keep what already works
Does this fit your business?
Tell us about your business, your current records and the support you need.
Contact us