Get your finance house running like clockwork
Want accounting systems that actually work for your business – not against it?
Our intensive Systems Review & Software Training package uncovers the friction, fixes the leaks, and hands you a smarter, faster finance function you and your team can be proud of.
What we do – the four-step clarity plan
- Full systems assessment
We dive into your accounting software, sales-to-payment workflow, purchase approvals, payment processes, finance structure and internal controls. No guesswork — just a forensic look at how money and data flow through your business. - Clear, action-led report
You get a concise report that explains the key findings in plain English, prioritises fixes, and includes recommended software/configuration changes. If you need external help (IT, payroll, payments, bookkeeping specialists, virtual admin assistants), we’ll introduce trusted experts. - Monthly progress checkpoints (once a month for 4 months)
We meet once a month to track progress, remove roadblocks, and adjust the plan so improvements actually stick. - Six-month final review + Future Positivity Pack
At month six we compare “where we were” to “where we are now.” You’ll receive a Future Positivity Pack — a snapshot of key wins, measurable improvements, and next-step ideas so you can keep the momentum going.
Why this course matters (quick wins)
- Fewer mistakes, less rework – tighten controls so errors and duplication drop fast.
- Faster month-ends – streamline workflows and get reliable numbers sooner.
- Improved cashflow – optimise invoicing and payables to reduce pressure on working capital.
- More productive team – remove time-sinks and give staff tools and processes that reduce stress.
- Future-proofed tech – ensure software fits your business and integrates cleanly with other tools.
- Confidence & compliance – reduced audit risk and clearer records when HMRC or your accountant needs them.
Who this is for
- Small and medium businesses ready to grow but stuck in manual finance admin.
- Business owners tired of late reporting, missing invoices, or chaotic approvals.
- Teams implementing new software who want it done right the first time.
- Any business that wants the finance function to be an asset — not a headache.
Course timeline (what to expect)
Week 1–3: Discovery & assessment
We map systems, interview stakeholders, review software setups, and observe daily processes.
Week 4: Findings & recommendations
You receive the report with ranked actions, quick wins and strategic changes. We’ll also arrange any necessary introductions and provide training on how to better utilise your accounting software.
Month 2–5: Implementation support + monthly progress meetings
We meet monthly, check progress, help troubleshoot, and make sure changes are being embedded.
Month 6: Final review + Future Positivity Pack
A side-by-side summary of improvements (time saved, risk reduced, process changes) and a clear roadmap for next steps.
Deliverables you’ll receive
- Full written assessment & prioritised action plan
- Suggested software configuration changes (and hands-on help where required)
- Introductions to trusted third-party specialists (if needed)
- Monthly progress reports
- Future Positivity Pack — a summary of highlights & wins you can share with your team and stakeholders
Investment & next steps
This is a tailored programme – the scope depends on the size of your operation and the number of systems we review. To get started, book a 30-minute discovery call and we’ll scope your review and provide a quote.
Ready to take control of your systems and stop firefighting?
Book your free discovery call now – or email us at admin@jpblackmoor.co.uk and we’ll send available slots.