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Finance made easy

Customer Satisfaction

Finance Manager

Some businesses may require more than just Bookkeeping, we have introduced the Finance Manager aspect, to ensure we cater for all types of businesses.

Usually, a larger business would employ a Finance Manager full time. However, small businesses tend to just require Bookkeeping support. As a business grows, they may start to require more help, although not necessarily need a full-time permanent member of staff to complete this work. That is where we fit in.

We can become your Finance Manager, enabling you to know your finances are in hand without you having to worry. We will complete several tasks for you to ensure your finances are consistently in order.

Firstly, we will manage and run the day-to-day financial operations in your business, these mainly consist of the usual Bookkeeping tasks, however we take this a step further by also preparing full financial reports. These reports include monthly, quarterly, annual P&L, Balance Sheet and Cashflow reports.

Every month we complete your month end accounts and tax returns, this enables us to also manage your cash flow and forecast your future cash flow too. We will communicate with your team and any external contacts to understand requirements, changes in practice and future plans.

Your financial performance will be closely monitored to ensure improvements can be made month on month. We’ll also complete payroll whilst ensuring any suppliers and contractors payments are also made. Advice and recommendations will be provided on large spending initiatives and whether the cashflow is suitable to withstand these payments.

Finally, we’ll continue to ensure your business introduces best practice processes for the financial aspects. This includes documenting these processes required for continuous improvement.




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    I changed my book keeper the end of last year to Claudia and found her extremely professional. She worked her hardest to ensure I had claimed all I should have claim and saved me thousands on my tax bill. This is the first book keeping in many many years that I have felt confident with and enjoyed working with. She was extremely helpful and a very realist fee for the time she took. I would highly recommend her to anyone.
    Jan Jones Kudos Ventures
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    CPL Accounts are very professional and helpful, very friendly service, they have helped my business immensely so, I could move forward rather than struggle on my own, excellent!
    Jayne Besbeech Paws on Planes Pet Travel Services
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    Having a shoe-box full of receipts and felt overwhelmed every time I looked at it , it just had to be done - find someone who could take it away and perform magic with it.

    And that’s exactly what Claudia did!

    Having the expert to do what I can’t do well, gave me the time to do the things I can do in my business.

    Thank you Claudia - you are my bookkeeping angel !
    Karen Fabrizi Area Sales Manager Card Industry Professional
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    Claudia is a wonderful person to have as part of our team and is a first class finance expert who has transformed our company's approach and operation across the finance department. I would highly recommend Claudia and her team if you are looking for someone to manage all of your accounts and finance operation in a confidential and seamless manner.
    Chris Cummings CEO Wellbeing at Work

Get in Touch

Please feel free to contact us or leave a message

Phone 07591 261085 Email info@cplaccounts.com

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