Still Running Your Business from a Shoebox?
Get Total Cash Flow Clarity in 3 Weeks.
You are profitable on paper, but you never have cash in the bank. We migrate you from spreadsheets, Word-doc invoices, and crumpled receipts to a fully automated Digital Finance System. Get paid faster, track every penny, and fire the filing cabinet.
The Problem
Is Your Accounting System “Hope and a Prayer”?
You built a great business, but your back office is stuck in 1999.
- The Invoice Drag: You create invoices in Word. You forget to send them until Sunday night. The client takes 45 days to pay. You are essentially a bank for your customers.
- The Receipt Nightmare: Your van dashboard is full of faded fuel receipts. You lose 20% of your deductible expenses because you simply lost the paper.
- The “Blind Spot”: You want to hire a new employee, but you don’t know if you can afford it because your accountant only sends reports once a year.
- The Bank Balance Anxiety: You check your banking app every morning just to see if you can make payroll.
You can’t scale a business if you don’t know your numbers.
The Solution
Introducing: The “Cash-Flow Control” Migration
A “Done-For-You” Digital Finance Transformation
We don’t just set up Xero or QuickBooks and wish you luck. We build a Financial Operating System designed to accelerate cash flow.
We connect the three pillars of modern finance: Accounting + Payments + Expenses.
What We Build (The Deliverables)
1. The Cloud Core Setup (Xero / QuickBooks / FreshBooks) We set up your Chart of Accounts properly. We migrate your customer lists and vendor details. No more spreadsheets. This is your “source of truth.”
2. The “Get Paid Now” Payment Rails Stop waiting for checks or manual bank transfers. We integrate digital payment gateways (Stripe / GoCardless).
- The Result: You send an invoice. The client clicks “Pay Now” on their phone. The money hits your bank. Your accounting software auto-reconciles it.
3. The Receipt Capture Engine (Dext / Hubdoc) We set up a digital capture tool. Your staff snaps a photo of a receipt with their phone, and it instantly uploads to your accounts.
- The Result: No more shoeboxes. No more lost VAT/Tax deductions.
4. The “Expense Card” Control (Pleo / Expensify) [Optional] We help you issue corporate cards to staff with pre-set limits. You see spending in real-time, not at the end of the month.
5. The Staff Training We don’t leave you with a spaceship you can’t fly. We run a specific training session for your admin/finance person on how to run the weekly cycle.
The Process
From Chaos to Control in Under a Month.
- Week 1: The Clean Up We review your current mess. We gather your customer data, your outstanding invoices, and your bank feeds. We clean the data so we don’t import junk.
- Week 2: The Build & Connect We configure the software. We customize your invoice templates to look professional. We link your bank accounts. We test the payment buttons.
- Week 3: The Migration & Go-Live We import your data. We invite your staff. We turn the system on.
- Week 4: The Handover We sit down with you (and your accountant, if you wish) to show you your new Dashboard. You see your Profit & Loss in real-time for the first time ever.
Pricing
The Cost of Not Knowing Your Numbers is Higher.
| Feature | The Fresh Start (Micro) | The Cash Flow Control (Standard) | The CFO Stack (Complex) |
|---|---|---|---|
| Best For | Solopreneurs / Consultants | Trade / Construction / Agencies | Retail / Wholesale / Inventory |
| Accounting Software Setup | ✅ Basic Setup | ✅ Advanced Config + Migration | ✅ Advanced + Inventory Sync |
| Data Migration | Customer List Only | ✅ Customers + Vendor + Open Bills | ✅ Full Historical Data (1 Yr) |
| Payment Gateway Setup | Stripe Only | ✅ Stripe + Direct Debit (GoCardless) | ✅ Omni-channel Payments |
| Receipt Capture Setup | ❌ | ✅ Dext / Hubdoc Integration | ✅ Advanced OCR Setup |
| Expense Cards | ❌ | ❌ | ✅ Pleo / Brex / Ramp Setup |
| Training | Video Guides | ✅ Live 90-Min Workshop | ✅ 2x Live Workshops |
| Post-Launch Support | 1 Week | 2 Weeks | 4 Weeks |
| Investment | €1,450 | €3,450 | €5,950 |
| [ Get The Fresh Start ] | [ Book Migration ] | [ Book Scoping Call ] |
FAQ
Frequently Asked Questions
Q: I already have an accountant. Why do I need this? A: Accountants focus on Tax (history). We focus on Operations (today). Most accountants prefer it when clients use these digital tools because it makes their job easier. We are happy to coordinate with your accountant during the setup to ensure your Chart of Accounts matches their tax requirements.
Q: Is my financial data safe in the cloud? A: Yes. Modern platforms like Xero and QuickBooks use bank-grade encryption—far safer than a laptop hard drive that can be stolen or a paper file that can burn in a fire. Plus, we enable 2-Factor Authentication on all accounts (see our Cyber-Hygiene service!).
Q: Will I lose my old data? A: No. We typically recommend keeping your old system as a “read-only” archive for tax purposes and starting the new system with “Opening Balances.” However, on the CFO Stack tier, we can migrate historical transaction data if needed.
Q: My business is unique. Will off-the-shelf software work? A: For 95% of businesses, yes. The core principles of money in/money out are universal. For specific industry needs (like Construction CIS or E-commerce inventory), we select the specific apps that plugin to the core accounting system to handle that complexity.
Q: How much are the monthly software fees? A: You will pay the software providers directly. A typical stack (e.g., Xero + Dext) costs between €40–€70 per month. Considering this system often saves 10+ hours of admin work a month, the ROI is immediate.
Stop driving your business with a blindfold on.
See your profit. Get paid on time. Sleep better.
Reduce “Days Sales Outstanding.” Eliminate data entry. Secure your future.
