WHO WE HELP
Built around your
business reality.
For business owners who want reliable financial records, help staying on top of routine accounting work, and reporting they can actually use.
ACCOUNTING · BOOKKEEPING · BUSINESS CLARITY
Know where your business stands. Make decisions with clearer numbers.
When records are current and understandable, it is easier to see what is happening in your business. Equity Sum helps organise the financial work and reporting around the way you operate.
This sends a request by email. Innes will reply to confirm a suitable time; your meeting is not booked until confirmed.
Built around your
WHAT WE CAN HELP WITH
Support that fits
the work ahead.
- Bookkeeping and transaction records, scoped to your systems and needs
- Bank and account reconciliations
- Organised supporting documents and month-end information
- Clear reporting and a conversation about what the numbers show
- Coordination of accounting information with tax and payroll requirements where agreed
HOW WE WORK
A clear process.
A partner who stays engaged.
Understand your current records
We discuss your systems, reporting needs, deadlines and what is already working.
Agree the service and rhythm
We set responsibilities, information handover dates and the reports that will be useful to you.
Keep the numbers current
We process the agreed work, raise questions and help you use the information to plan next steps.
QUESTIONS BUSINESSES ASK
Good questions.
Clear answers.
These are common questions to help you decide where to start. We’ll confirm the right scope for your situation in a conversation.
Can you take over bookkeeping that is already in progress?
Yes. We first review the records and the handover point, identify gaps that affect the work, then agree what needs to be brought up to date.
What should I send you to get started?
Usually a recent trial balance or bookkeeping export, bank statements, invoices and receipts, and details of your accounting system. We will confirm a tailored handover checklist.
Will I receive reports every month?
We can agree a reporting rhythm and format around your business. The right reports depend on what records are available and the decisions you need to make.
Can you work with my existing accounting system?
Tell us which system you use and what access or exports are available. We will confirm the practical workflow before onboarding.
YOUR NEXT STEP
Let’s make this
easier to manage.
Request a 20-minute bookkeeping conversation
We’ll confirm a suitable time with you by email.