SERVICES
CLM Financial provide Bookkeeping, Accountancy, Payroll, Financial Modelling, and Financial Reporting Services. We also provide Xero software training and can move your data from one cloud accounting software to another if you are looking to switch (Xero/QuickBooks/Sage).
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Our onboarding process is quick and simple and completely digital. Our systems are fully encrypted so you can be sure that your data is secure.
Bookkeeping Services
Whether you need temporary cover due to a lack of resource or a longer term outsourced Bookkeeping solution, we can help.
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Accounts Payable
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Accounts Receivable
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Credit Control
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Bank Reconciliations
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Employee Expenses
Financial Modelling
Financial models are an essential tool for forecasting and business analysis. They are at the heart of all business decisions and planning.
We design bespoke, dynamic, user friendly financial models to suit your business' needs. If your current model needs a rebuild, we can help with that too.
Financial Reporting
Do you find strategic planning a nightmare? Do you struggle to find the time to analyse your data as frequently as you'd like? We can build custom dashboards to visualise your data real time, enabling you to make decisions more quickly, track KPIs, and connect different departments within your organisation. We love data analysis and can do all the hard work for you so you can focus on the important decision making steps instead.
Moving to new accounting software
Do you need help moving your data from one accounting software to another?
We can quickly and easily move existing data to your new cloud accounting software without any disruption to your workflow.
Accountancy Services
Every business, whether a Limited Company, Partnership, or Sole Trader, must prepare Annual Accounts to fulfil its legal obligations. We can prepare and interpret your Annual Accounts and produce and submit your Corporation Tax Return.
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We are also able to produce monthly or quarterly Management Accounts tailored to your individual business requirements.
Xero Training
If you're keen to keep your finance function in house but want to ensure you are doing things correctly, we can provide 1-1 Xero software training. We have the Xero Advisor Certification and are experienced users of the software. If there is a way to streamline your processes, we will be able to show you when and how.
VAT Submissions
We can help keep you up to date with your VAT return submissions. We will draft your return, share with you for approval, then submit the return to HMRC on your behalf.
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If you are unsure whether you need to register for VAT, we can provide guidance and advice.