Days 1–30 · Clean slate
Your books, brought up to date.
Every bank account reconciled, the backlog cleared, and a clear list of anything missing or at risk — VAT, payroll or filings.
You know exactly where you stand.
How it works
How Aurex takes on your finance function.
A clear path from first conversation to books, payroll and reporting that stay current — without building an in-house finance team.
Most owners do not need another annual accountant visit. They need someone in the numbers every week: banks reconciled, deadlines met, and a pack they can actually use.
Our process is designed for UK SMEs — including hospitality operators — who want outsourced bookkeeping, compliance and insight as one relationship.
The process
Four steps from first call to a running finance function.
- 01
Free finance review
A short call about your business and where the numbers hurt.
We ask how you trade, what software you use, and which deadlines or cash pressures keep coming back. You leave with a clear sense of whether Aurex is the right fit — and what we would look at first.
- 02
We map your finance
Systems, records, deadlines and exactly what we take on.
We document banks, EPOS or billing tools, payroll, VAT and year-end obligations. The map becomes a written scope: what we run every month, what you approve, and how we communicate.
- 03
Clean handover
Opening balances, access and a fresh start — on your timing.
We collect opening balances, secure access and clear the backlog where agreed. You are not left reconstructing twelve months while we start — the handover is planned so day-to-day work can begin cleanly.
- 04
We run it
Books, payroll, filings and your monthly pack, every month.
Bookkeeping stays current, payroll and VAT sit on the same numbers, and your monthly pack is explained in plain English. One named contact knows the business when you call.
After go-live
What stays in place after go-live
- Weekly bookkeeping and bank reconciliations on your cloud software
- Payroll and VAT prepared from the same ledgers
- A monthly management pack with margins, costs and cash explained
- A named contact who already knows how your business trades
First 90 days
From catching up to staying ahead.
See what typically changes in the first month, the second, and by day ninety.
Days 31–60 · On autopilot
Payroll, VAT and suppliers on schedule.
Deadlines handled before they arrive. Supplier payments prepared for your approval. No more evenings and weekends lost to admin.
You get your time back.
Days 61–90 · In control
Your first full management pack.
Margins, labour and cash explained in plain English — with the three things worth acting on next.
Decisions on numbers, not gut feel.
Next step
Ready to start with a free finance review?
Tell us about the business. We’ll map the next step together.