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ACCOUNTING | FINANCIAL MANAGEMENT | BOOKKEEPING

Julian Portch: Your Virtual Finance Professional

30 years' experience as a professionally qualified accountant, 10 years' as a business owner and 5 years' as a business coach has given me a unique insight into the financial mechanics of a wide variety of businesses. Whether you need basic bookkeeping assistance or a more rigorous accounting solution, I can help. Many services can be completed remotely using cloud-based accounting software, but if you're Bristol-based and you would rather have a more 'hands-on' service, either at Finance Manager or FD level, then that can be arranged too. In fact, whatever your accounting needs and whatever your budget, together we can agree a package of support to help you manage your business more effectively & more profitably.

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VIRTUAL ACCOUNTING SERVICES

An Expert in Everything You Need

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BOOKKEEPING

Essential financial record-keeping for small businesses

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MONTH END REPORTS

Comprehensive monthly reports for effective financial management

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ANNUAL ACCOUNTS

Year end accounts for submission to HMRC & Companies House

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VIRTUAL FINANCE DIRECTOR

Strategy | Planning | Analysis

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GOLD PACKAGE

Two Days/Month

Our premier service effectively gives you a part-time finance director at a fraction of the cost of an in-house professional. The package is truly flexible allowing both parties to agree a bespoke solution meeting the needs of your business. Typically, however, we will assess & refine your business strategy, before structuring a program of financial planning & analysis.

SILVER PACKAGE

One Day/Month

With a full day of structured support every month, our Silver Package gives you a comprehensive system of financial review and analysis. Your business will benefit from insightful reporting as well as board level feedback, enabling senior management to make the right business decisions at the right time.

BRONZE PACKAGE

Half Day/Month

A small monthly investment gives you a structured program of financial analysis & management reporting, ensuring that your business stays on track. You will understand the reasons for over- and under-performance enabling you to manage your business more effectively.

 

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