Recurring bookkeeping
Process the agreed transaction and document volume under the confirmed accounting scope.
RECURRING FINANCE SUPPORT · BUILD
Finance & Operations
Keep the books, reporting rhythm and operating documents moving.
A recurring package combining agreed bookkeeping and management reporting with a defined document, approval and operating-support rhythm.
BEST FOROperating SMEs that need reliable monthly finance administration without building a complete internal team.
Indicative priceFrom X / month
TransactionsUp to X / month
ReportingX reports / month
Next stepRequest a scope
Where this package shows X, the final offer confirms the eligible quantity, period, locations, expiry, booking rules, service scope and any renewal before payment or proposal acceptance.
WHAT IS INCLUDED
The complete core package.
Every included product, allowance and delivery responsibility is confirmed before purchase or proposal acceptance.
Management reporting
Prepare the X recurring reports listed in the package.
Document workflow
Maintain the agreed collection, classification and approval process.
Monthly operating review
Review open records, actions and information required from the business.
Connected support route
Add payroll or admin support separately when it improves the workflow.
COMPARE THIS PACKAGE FAMILY
Choose the level that solves the whole immediate need.
STARTCOMPLIANCE + ACCOUNTING SETUP · START
Operations Essentials
A focused setup package reviewing recurring company obligations, establishing the bookkeeping workflow and assigning the first operating responsibilities.
- Price
- From X
- Best for
- New or reorganising businesses that need a clean operational foundation before recurring outsourcing begins.
Finance & Operations
A recurring package combining agreed bookkeeping and management reporting with a defined document, approval and operating-support rhythm.
- Price
- From X / month
- Best for
- Operating SMEs that need reliable monthly finance administration without building a complete internal team.
Fractional Back Office
A tailored recurring package combining defined finance operations, people administration, Admin & PA hours and call support.
- Price
- From X / month
- Best for
- Lean companies that need several operating functions but are not ready to build a complete internal back office.
WHEN THIS PACKAGE FITS
Three practical situations.
Growing SME
Move monthly finance administration away from the founder.
Remote finance coordination
Create a dependable document and approval rhythm across locations.
Management visibility
Receive regular agreed reports instead of waiting for year-end records.
HOW IT WORKS
From requirement to activation.
The route reflects the package: standardised offers can start online, tailored offers receive a proposal, and future offers register interest first.
Assess the records
Review the company, software, volume and existing accounting position.
Confirm the recurring scope
Define transactions, reports, responsibilities and deadlines.
Complete onboarding
Transfer records and activate the document workflow.
Run the monthly cycle
Process the agreed work and review open actions each period.
BEFORE YOU START
Information and boundaries.
Providing the essential information early makes the final price, timing and responsibilities clearer.
01
Information required
- Company and reporting status
- Monthly transactions, invoices and expense documents
- Current accounting software and records
- Reporting, tax and audit requirements
02
Not included unless stated
- Payroll, audit, tax filing and company-secretarial work unless listed
- Historical cleanup beyond the agreed onboarding
- Transactions, entities or reports above the X package limits
FREQUENTLY ASKED QUESTIONS
Questions about Finance & Operations
Can I change the components in Finance & Operations?
The listed core components define the package. Optional services can be added separately, while substitutions are confirmed before purchase or proposal acceptance.
Can an existing TLB member buy this package?
Yes. Membership provides recurring platform benefits; this package solves a separate business outcome. Eligible member discounts, Credit or allowances are applied only where stated.
When is the final price confirmed?
The final price is shown before payment or in the proposal after the market, scope, volume and any external fees have been confirmed.
How many transactions are included?
The final package states the X monthly transaction, document and reporting limits and the price for additional volume.
Are tax and audit services included?
Only when expressly listed. Regulated or specialist work is delivered under a separate confirmed scope by an appropriate provider.
REQUEST A SCOPE
Design the monthly finance workflow around real volume.
Share the transaction volume, records, software and reporting needs so the final X limits and price are accurate.