Services
Guided by these insights, I have established a suite of services tailored for both startups and existing organisations—whether they are for-profit or not-for-profit entities. My aim is to support businesses in their setup, structure, compliance, budgeting, governance, and reporting systems, at least until they reach their short-term objectives.
Services structures
Organisational Setup & Structure
- Legal entity formation (Ltd, CIC, charity, sole trader)
- Governance frameworks (board setup, roles, responsibilities)
- Constitution and bylaws drafting
- Registration with Companies House or Charity Commission
- Strategic planning and mission alignment
Financial Management Systems (within the organisations)
- Bookkeeping setup and training
- Chart of accounts design
- Budgeting and forecasting
- Cash flow management
- Financial reporting systems
- Payroll setup and compliance
- VAT registration and returns
Tax & Compliance Advisory
- HMRC registration and obligations
- Self-assessment and corporation tax guidance
- Charity tax exemptions and Gift Aid setup
- GDPR compliance support
- Anti-money laundering (AML) procedures
- Annual filings and deadlines tracking
IT & Systems Integration
- Selection and setup of accounting software (e.g., Xero, QuickBooks)
- Cloud storage and document management
- Cybersecurity basics for small organisations
- Email and domain setup
- Digital tools for remote collaboration
Compliance: Health, Safety & Security Systems
- Risk assessments and safety policies
- Fire safety and first aid compliance
- Safeguarding policies for vulnerable groups
- Physical and digital security protocols
- Staff training and induction materials