The MSP Finance Team


Retained Bookkeeping Advice Service


Training, support and governance for our customers who are managing their own bookkeeping.

Enabling our customers to produce their own monthly management accounts gain accurate insight and make informed decisions to grow their MSP business.

Two Scheduled Proactive Sessions per month, with reactive email support between sessions.

Dedicated Financial Manager and Customer Manager to deliver and manage the service.

Topics covered include; bookkeeping fundamentals, best practice use of accounts platform, process and policy development, credit management, supplier payments, prepayments and accruals, manual journals, liaison with compliance accountant and statutory filing, working towards data being prepared to management accounts standard whilst becoming “audit ready”.

Includes a complimentary “Wealth Academy” subscription (worth £149.00+vat per month) providing education and support for our customers based on the Financial Maturity model. Learn more

£249.00+vat per month, with a rolling 60-day commitment following an initial 180-day term.

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Improve your bookkeeping skills and your MSP financial management.