How to make financial management easier

Need advice? We can help.Get in touch today

Would you like someone to take care of your company’s day-to-day financial challenges?

Running a business can be complex enough without the additional concern of staying on top of the numbers. The trouble is, what might seem like more pressing actions can be prioritised to the detriment of proper financial management.

So having someone who can come into your organisation regularly and oversee the accounting side can be a real asset, allowing you to focus on what you do best, for example, seeking more productive opportunities and new initiatives.

Business Improvement Role: Financial assistant

At Burton Sweet, we recognise the value of this role and offer a financial assistant service to many clients. This frees up business owners to give attention to the important decisions, backed by a stronger understanding of their numbers.

Zoë Powell, one of our team, specialises in this area. She and her colleagues provide our clients with all-around financial assistance, build confidence, and manage day-to-day tasks such as data entry, pay-runs, and help clients improve their management reporting and cash flow.

Assistance with managing accounts

How much better could your organisation be with someone monitoring your finances, freeing up your time and relieving you of this stress?

Zoë ensures all aspects of compliance, such as:

  1. Paying suppliers and monitoring what you owe
  2. Credit control and invoicing
  3. VAT and other HMRC returns

In addition, her regular interaction with clients provides a holistic understanding of their business, so she can support them with whatever financial challenges they may have.

Why a financial assistant benefits any business

Introducing better reporting systems and effective accounting software such as Xero are key examples of how you can improve financial accessibility and simplify transactions.

With Zoë in this dedicated role, clients can free themselves of sleepless nights worrying about their accounts and approach each day with increased clarity.

She can help you pinpoint the key areas you need to focus on, prepare for the future by monitoring and chasing unpaid invoices and highlight areas of highest profit and expense.

Not an ordinary bookkeeper

A financial assistant does more than simply dealing with the nitty-gritty challenges of each week. But also helps improve processes sustainably.

Having the assurance of a specialist working across your finances is a benefit not only in this area but will allow your organisation to develop in all directions from a far stronger base.

Financial Assistant client case study

Working together with CityDoc since 2016

Zoe has a thorough understanding of the company’s processes and targets. During this time, she has assisted CityDoc by analysing cash flow and increasing understanding around spending. This ensures areas of profitability are identified and utilised.

Does your company need a Zoe to systemise & structure your finances more efficiently?

Drop a message on the chatbox on the right, and we’ll get back to you ASAP to discuss how we can help, or use the contact form below. We’d love to hear from you.

Useful information for How to make financial management easier

Charities & Civil Society Organisations

There’s a widespread misunderstanding of charity reserves and yet this is an area of vital importance to all charities. Are you up to speed?

Read more
Charities & Civil Society Organisations

In the current social, economic and political climate it’s more important than ever that charities act ethically.

Read more
Limited Companies

From April 2026, reporting and paying Income Tax and Class 1A NICs on benefits-in-kind will be mandatory through payroll software.

Read more
Limited CompaniesSole Traders & Partnerships

A director can decide how much and by what means they extract the profit from their business by balancing salary and dividends.

Read more
IndividualsSole Traders & Partnerships

From 6 April 2026, people with yearly trading/property income over £50,000 must move to a digital system to record and declare information.

Read more
IndividualsLimited CompaniesSole Traders & Partnerships

Read our summary of the Spring Budget 2024, with changes to National Insurance, Child Benefit and second homes…

Read more

I am a...