Website preview · For client review
Our services

Less to juggle.
More clarity ahead.

From everyday bookkeeping to specialised financial administration, find practical support for the work behind your business.

A bright, organised workspace with a laptop and notebook.
01

Bookkeeping & accounting support

Routine bookkeeping and accounting support to keep your financial records organised, accurate and up to date, with monthly support or a one-time project agreed around your needs.

  • Routine bookkeeping and transaction maintenance
  • Overdue or incomplete records reviewed within an agreed scope
  • Accounts payable and receivable tracking
02

Bank & credit card reconciliations

Review transactions against statements, identify discrepancies, and work through the details behind your balances.

  • Monthly bank and credit card reconciliations
  • Transaction review and matching
  • Discrepancy identification and follow-up
03

Invoicing, collections & vendors

Practical support with customer invoicing, accounts receivable follow-up, supplier invoices and accounts payable administration.

  • Customer invoicing and receipt tracking
  • Outstanding balance and collections follow-up
  • Supplier invoices, vendor payments and accounts payable records
04

Payroll & quarterly payroll tax support

Payroll support for small businesses with manageable payrolls. Quarterly payroll tax submissions can also be arranged separately when payroll is processed by your business or another provider.

  • Small-business payroll processing and recordkeeping support
  • Quarterly payroll tax submissions, including standalone support
  • Responsibilities and supporting records agreed before work begins
05

Property accounts & medical billing

Property accounts support and medical billing and claims administration support, with follow-up where agreed and supported by your records. Claim approval or reimbursement cannot be promised.

  • Tenant accounts, rent records and arrears reporting
  • Property-related financial records and reporting support
  • Medical billing, claims administration and agreed follow-up
06

Financial administration & systems

Hands-on help with financial records, reporting support, spreadsheets and the accounting or property systems your business uses.

  • Month-end schedules and financial reporting support
  • Spreadsheet assistance and practical recordkeeping processes
  • Support using relevant accounting and property systems
Built around your business

Your priorities.
A considered scope.

Ongoing monthly support and one-time projects are available for Bermuda-based small businesses, entrepreneurs, professional and medical practices, property-related businesses and established businesses. We’ll discuss your existing records, systems and priorities, then agree the scope, deliverables, fees and timing in writing.

Our work is bookkeeping and financial administration support. We do not provide audit, assurance, regulated accountancy services, tax preparation, general tax advice or large-scale payroll management.

Tell us what you need
Initial consultation$150Up to three hoursAppointments by arrangement
A clear starting point

Your business.
A practical plan.

Time to understand the support you need, the systems and processes you already use, and whether a new accounting or business system would help.

  • Your bookkeeping and financial administration priorities
  • Your existing records, workflows and software
  • A clear scope, deliverables, fees and timing for any further work
Enquire about a consultation

Any further work is agreed in writing before it begins.

A little more clarity

A few things you
might be wondering.

All questions
What kind of businesses can you support?

We support Bermuda-based small businesses, entrepreneurs, professional and medical practices, property-related businesses, and established businesses that need dependable bookkeeping or financial administration support.

Can I enquire about ongoing or project-based support?

Yes. Both ongoing monthly support and one-time projects are available. We will discuss your records, priorities and the support you need, then agree the work in writing.

What should I include in my first enquiry?

Tell us your business type, the support you need, your current accounting software, an approximate transaction volume and your preferred start date. Please leave bank details, passwords, payroll records, medical information and confidential documents out of the general enquiry form.

Let’s talk about your business

A little more clarity.
A lot more possibility.

Initial consultation · $150 · up to three hours

Request a consultation