Case studies
Anonymised engagement summaries across hospitality and other industries — problem, approach and what changed. No invented statistics or named client quotes.
These case studies show how outsourced bookkeeping, payroll, VAT and monthly reporting work in practice. Details are composite and anonymised so we do not expose client data — the situations reflect the kinds of work Aurex takes on every month.
Hospitality
Four sites, mixed EPOS and delivery channels, and year-end reconstructions that never matched the weekly feel of the business.
Brought bookkeeping onto one cloud ledger, matched tills and card batches to the bank, and produced a site-by-site monthly pack covering food GP, labour and cash.
Owners now compare sites on the same definitions each month. Payroll and VAT sit on the same books as the day-to-day ledger.
Hospitality
Owner evenings spent on invoices and VAT, with little visibility of contribution after labour and waste.
Took on bookkeeping and VAT, set a simple weekly bank rhythm, and added a short monthly pack focused on labour % and cash timing.
Admin moved off the owner’s evenings. Decisions on staffing and opening hours are now grounded in current numbers.
Professional services
Retainers, project billing and director drawings mixed in one confusing ledger; year-end always a scramble.
Cleaned chart of accounts, separated billed versus cash views, and ran payroll and management accounts from the same records.
Directors see work-in-progress and cash in one pack. Year-end starts from books that were already current.
Retail
Shop till, website and marketplace fees lived in different spreadsheets; stock purchases hard to track against sales.
Unified sales channels into one ledger, coded platform fees next to related sales, and produced a monthly cash and margin view.
Channel profitability is visible without rebuilding numbers at month-end. VAT returns pull from the same source.
Property
Rental income and allowable costs scattered across accounts; Self Assessment deadlines arrived with incomplete schedules.
Organised property income and costs by asset, kept the ledger current through the year, and prepared Self Assessment schedules from those records.
Personal and property filings sit on organised books. Fewer January surprises and clearer cash by property.
Technology
Subscriptions, contractors and runway tracked in ad-hoc sheets; investors asking for a cleaner monthly view.
Moved to disciplined monthly close, contractor and subscription coding, and a short pack covering burn, cash runway and key costs.
Founders and board share one current view of cash and spend. Bookkeeping no longer blocks fundraising conversations.
Next step
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