Advisory & Mentoring
Our expert team has developed bespoke advisory and mentoring packages to suit all businesses at their various stages of business.
At Burdy, we recognise that sometimes a business owner may have no option but to tackle their bookkeeping themselves or may need to hire in-house bookkeeping and payroll staff.
Very often a business owner may be very much in the dark as bookkeeping and tax returns just isn’t their ‘thing’ and have questions such as “Are we using the most efficient systems?”, “Are our staff doing the job properly or are we missing a trick?”, or simply asking “what qualifications and skills should I look for in my employees and how many hours should the task take each week?”
Our expert team has developed bespoke advisory and mentoring to suit all businesses at their various stages of business where you receive the 1:1 attention of the Burdy team, and we guarantee we will build a plan to suit your needs.
Strategy Session Package
€495 plus VAT
Intensive Strategy sessions are an opportunity to work with me one-to-one, where I can answer your questions directly or help you identify what your obstacles are and help you overcome them.
Past clients have gained invaluable advice and mentoring on how to register with Revenue, VAT guidance, best software to suit their needs and much more!
Whether you or your team need a second opinion, expert answers or just want to start a business journey on the right track in terms of your bookkeeping needs, these sessions are a great way to improve your knowledge and skills. In fact, a lot of the time, the work is carried out within the initial session, answers a lot of the unanswered questions you had (or questions you didn’t even know you had!)
In the session, we’ll discuss step-by-step exactly what you need to do in order to overcome your problem so you divert your efforts to doing what you do best, knowing you now have the best bookkeeping system in place to suit your business needs.
Includes:
- Pre-meeting questionnaire to get a feel for your business 60 minute session on Zoom
- Copy of session recording
- Detailed report including an action plan
- 7 day follow-up support
The Review & Systems Audit Session
The 1:1 Review Session & plan – €895 plus VAT
Intensive Strategy sessions are an opportunity to work with me one-to-one, where I can answer your questions directly.
This is a session designed for business owners who already have some kind of bookkeeping/accounting system in place but are unsure if the correct procedures are being followed and/or if improvements can be made. Whether you or your team need a second opinion, expert answers or help to identify any “icks” in your existing systems, these sessions are a great way to improve your knowledge, skills and learn things you maybe didn’t even know were an issue. In fact, a lot of the time, the work is carried out within the session, which is a super time saver for you where you’ll leave feeling armed with info.
In the session, we’ll take a deep dive and go through step-by-step exactly what you need, your existing processes and your wish list. We will then go away, do a full review on your cloud based accountancy system to check how it’s all going and how it can be done better. If something is not right or can be done better, than we are the team to flag that for you!
Includes:
- Pre-meeting questionnaire to get a feel for your business
- 60 minute session on Zoom
- Copy of session recording
- Detailed report including an action plan, recommendations on new software, best practices, a comprehensive checklist for your bookkeeping, identifying areas that need to be improved and how to achieve this
- 30 day follow-up support
The Training & Evaluation Package
The complete training package in tax & correct bookkeeping procedures – €POA
This primo package designed for the business owner that wants to ensure their bookkeeping and accounts administration team are absolutely top class. CPD is a vital part of life for all accounting professionals and combining our advisory sessions with our online Clever Burdy tax training courses is the no brainer for all businesses.
Most business owners are amazing at what they do so rely on the person/people charged with the tasks of bookkeeping, payroll and Revenue reporting such as completing accurate VAT Returns are doing it perfectly. At the end of the day it’s always a case of “you just don’t know what you don’t know”. Often accounts staff lack direction and formal tax training which can lead to very expensive mistakes for the business/company.
In the initial session we will dig deep into how your business operates and the existing systems in place and where you would like to see improvements and better efficiencies. We will establish what needs improving and get a plan in place to commence training your staff in.
Includes:
- Pre-meeting questionnaire to get a feel for your business
- 60 minute session on zoom
- Copy of session recording
- Detailed report including an action plan, errors identified, comprehensive review on our findings, bookkeeping checklist to suit your needs, recommendations including best practices, alternative software etc
- 30 day follow-up support to add in extras
- Access to one of our www.cleverburdy.ie online courses
- Training of staff – this will be agreed in advance if it will be in-house or online and if additional tax compliance training is required. Thanks to cloud, most clients choose training via zoom but we can do on-site if required
