Capability · Finance & accounting
Finance capability that closes the month on time.
A managed finance pod takes the transactional and reconciliation load off your UK team and runs it to a documented close calendar — reporting into your finance director, not around them.
- Close calendar
- Signed off with your FD
- Working hours
- UK business day, GMT+1
- Reporting line
- Into your finance team
Roles we staff
Qualified and part-qualified finance professionals.
Finance assistants
Purchase and sales ledger, expenses, bank reconciliation and supplier queries.
Management accountants
Month-end journals, accruals, variance packs and management reporting to your format.
Payroll administrators
Payroll preparation, starters and leavers, and liaison with your UK payroll provider.
Credit controllers
Aged debt management, collections calls and cash-collection reporting.
The close calendar
Month-end runs to a written timetable.
Every finance engagement starts with an agreed close calendar and a controls matrix. Both are documented, version-controlled and available to your auditors.
- Day 1—2
Ledgers closed, bank and control accounts reconciled, cut-off confirmed.
- Day 3—4
Accruals, prepayments and journals posted; intercompany agreed.
- Day 5—6
Management pack drafted, variances explained, review with your finance lead.
- Ongoing
Daily banking, collections and supplier queries handled within the pod.
Controls & segregation
Approval limits, maker-checker separation and access rights are agreed in writing before go-live. No single pod member both raises and approves a payment.
Systems we work in
Xero · Sage · NetSuite · QuickBooks · Microsoft Dynamics · Approval and expense tooling of your choice. We work in your instance, under your licences.
Data handling
UK-aligned data processing terms, role-based access, logged activity and annual review. Financial data stays in your systems.
The finance team you have should be analysing the numbers, not assembling them.