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How We Can Support Your Business

Flexible bookkeeping, finance & administration built around your business.
 

Every business is different. You may need someone to manage your bookkeeping regularly, help get your accounts back in order, take control of your invoicing, assist in starting up your business or simply provide additional support when things get busy.

The breakdown

Bookkeeping & Financial Records

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Keeping accurate, organised financial records is at the heart of good bookkeeping. I can manage the day-to-day transactions behind your business and help ensure your records remain complete and up to date.

Support can include:

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  • Recording income and expenditure

  • Maintaining accurate bookkeeping records

  • Categorising business transactions

  • Posting bank transactions

  • Maintaining purchase and sales ledgers

  • Reviewing outstanding transactions

  • Identifying and investigating discrepancies

  • Maintaining supporting documentation

  • Preparing records for your accountant

  • General bookkeeping maintenance

Invoicing & Accounts Receivable

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Getting invoices out accurately and on time is important for maintaining healthy cash flow.

Support can include:

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  • Creating and issuing customer invoices

  • Processing sales invoices

  • Maintaining customer accounts

  • Allocating incoming payments

  • Monitoring outstanding invoices

  • Producing aged debtor reports

  • Following up overdue accounts

  • Sending professional payment reminders

  • Investigating customer account discrepancies

  • Reconciling customer accounts

  • Maintaining accurate accounts receivable records

  • Credit control support

Accounts Payable & Supplier Management

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Staying on top of supplier invoices and payments helps keep your business organised and your supplier relationships running smoothly.

Support can include:

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  • Processing supplier invoices

  • Coding and recording purchases

  • Checking invoices against supporting documentation

  • Maintaining supplier accounts

  • Preparing supplier payment information

  • Monitoring upcoming payments

  • Reviewing aged creditor reports

  • Investigating supplier queries

  • Resolving invoice discrepancies

  • Supplier statement reconciliations

  • Maintaining accurate accounts payable records

Bank, Supplier & Account Reconciliations
 

Keeping your accounts accurate starts with making sure everything matches. We provide regular bank and supplier reconciliations to help ensure your financial records are accurate, up to date and easy to understand.

Support can include:

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  • Bank reconciliations

  • Supplier statement reconciliations

  • Customer account reconciliations

  • Credit card reconciliations

  • Payment reconciliations

  • Identifying missing transactions

  • Investigating unmatched payments

  • Resolving discrepancies

  • Reviewing historic transactions

  • Correcting bookkeeping inconsistencies

  • Regular reconciliation maintenance

Accounts Tidy-Up & Catch-Up Bookkeeping
 
Fallen behind with the books? That's exactly what this service is for. Not every business needs ongoing support. Sometimes you simply need someone to come in and get everything organised again.

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Support can include:

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  • Catching up outstanding bookkeeping

  • Reviewing historic transactions

  • Identifying missing information

  • Correcting incorrectly recorded transactions

  • Clearing unreconciled items

  • Reviewing outstanding customer balances

  • Reviewing supplier balances

  • Reconciling bank accounts

  • Organising financial documentation

  • Tidying customer and supplier records

Credit Control & Cash Flow Administration
 

Healthy cash flow is essential for keeping your business running smoothly. At The Lewis Ledger Group, we can help you stay on top of outstanding payments, customer accounts and day-to-day cash flow administration.

Support can include:

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  • Monitoring outstanding customer balances

  • Reviewing aged debt

  • Sending payment reminders

  • Following up overdue invoices

  • Maintaining customer communication records

  • Resolving invoice and payment queries

  • Allocating received payments

  • Reconciling customer accounts

  • Identifying persistent overdue accounts

  • Providing regular outstanding-debt updates

Finance Administration & Reporting Support

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Sometimes a business needs more than bookkeeping but doesn't necessarily need another permanent employee.

Support can include:

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  • Maintaining financial spreadsheets

  • Data entry and financial record management

  • Creating and maintaining Excel trackers

  • Payment administration

  • Expense processing

  • Petty cash administration

  • Preparing financial information for management

  • Maintaining customer and supplier databases

  • Producing aged debtor/creditor information

  • Supporting month-end administration

  • Organising financial documentation

  • Liaising with customers and suppliers

  • Providing information requested by accountants

  • General finance department support

CIS & Construction Finance Administration

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Practical finance administration support for construction businesses, contractors and businesses working with subcontractors.

Support can include:

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  • Subcontractor invoice administration

  • Maintaining subcontractor records

  • CIS administration support

  • Subcontractor payment processing

  • Supplier and subcontractor reconciliations

  • Purchase ledger administration

  • Invoice queries and discrepancies

  • Maintaining supporting financial documentation

  • General construction finance administration

Administration Clean-Up

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General admin tidy up to free up you time and get things in order

Support can include:

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  • Organising digital files

  • Tidying  databases

  • Tidying customer account information

  • Reviewing duplicate or outdated records

  • Creating organised filing structures

  • Organising calendars

  • Organising online booking diaries

  • Improving invoice filing processes

  • Creating simple administrative procedures

  • Bringing outstanding finance admin and general admin up to date

Systems we have experience with

Sage | QuickBooks | NetSuite | Xero | Microsoft


Already using a different system? Get in touch. We are comfortable working with financial systems & adapting to the processes already established within your business.

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