Consulting Services

Service Description

COFA Support & Guidance Assisting with Compliance Officer for Finance and Administration responsibilities, including SRA regulatory oversight. SRA Audit Preparation Preparing your firm for SRA audits with a focus on clean, accurate financial records and systems. Xero Setup, Training & Customisation End-to-end support with Xero, including account setup, system customisation, user training, and troubleshooting. Legal Accounts Software Training & Support Providing tailored support and training for accounting functions to optimise firm workflows. Process Improvement & Finance Workflow Reviews Analysing and enhancing financial processes to improve efficiency and reduce risk. System Transitions & Paperless Setup Guiding firms through digital transformation, including migrating to cloud-based platforms and paperless systems. Bespoke Financial Reporting Developing tailored reports to provide meaningful insights for firm leadership and decision-making. Project-Based Consulting Support for one-off projects such as firm setup, internal reviews, or system upgrades.