01 · Core
Monthly bookkeeping
Every transaction coded, every account reconciled, every receipt chased — weekly, not quarterly. Includes a plain-English Friday note and a reviewed P&L with balance sheet each month.
- ✓ Daily bank-feed matching & categorisation
- ✓ Receipt capture and attachment
- ✓ Monthly P&L, balance sheet & notes
02 · People
Payroll & compliance
Pay runs on schedule, filings submitted, new-hire paperwork done right. We track every deadline on a shared calendar you never have to open.
- ✓ Salary, contractor & same-day corrections
- ✓ Tax filings and year-end forms
- ✓ Deadline calendar with zero-miss record
03 · Money in & out
Invoicing, bills & expenses
Invoices sent and followed up, vendor bills approved by the right person, duplicates and overcharges caught before money leaves the account.
- ✓ Invoice creation & polite chasing
- ✓ Bill approvals & duplicate detection
- ✓ Expense policy that fits how you work
04 · Foresight
Cash-flow forecasting
A rolling 13-week forecast refreshed monthly: recurring income and bills projected forward, tight weeks flagged early, hiring and purchase decisions backed by numbers. Prefer to run it yourself? Our forecast workbook uses the same model.
05 · Rhythm
Month-end close in days
Accruals, adjustments, and a fully reviewed close — average three days with LedgerWise. Your accountant receives a clean file; you receive answers while the month is still fresh.
06 · Rescue
Cleanup & catch-up projects
Months (or years) behind? We reconstruct, reconcile, and document everything, then hand you clean books and a system that stays clean. Fixed quote before we start — no hourly meter running.