More About Books & Budget Limited
About US
“Your Trusted Partner in Financial Success”
Who We Are
Books and Budget Limited specializes in providing fractional CFO services, financial statement preparation, bookkeeping, and tax compliance. With over two decades of industry expertise, our team is uniquely positioned to offer strategic financial insights and practical solutions that support both day-to-day operations and long-term growth.
Our Vision
We envision a thriving business community in which every company, regardless of size, has access to professional financial expertise. By providing flexible, reliable, and insightful financial services, we aim to be the leading financial management partner for small and medium-sized enterprises in Jamaica and beyond, helping them to make informed decisions that pave the way for long-term success.
Our Mission
Our mission at Books and Budget Limited is to empower businesses with expert financial guidance and services that drive sustainable growth. We are dedicated to providing accessible, high-quality financial management solutions tailored to meet the unique needs of each client, from bookkeeping and financial reporting to strategic CFO-level support.
Our Values
Integrity: We hold ourselves to the highest standards of professionalism and ethical conduct, ensuring that our clients can trust us with their financial management needs.
Client-Centricity: We prioritize our clients’ goals and challenges, tailoring our services to deliver the greatest value.
Excellence: We are committed to continuous improvement and strive for excellence in every service we provide.
Empowerment: We believe in empowering our clients through education and transparency, enabling them to better understand and control their financial futures.
Our Services
We offer a wide range of services designed to meet the unique needs of our clients. Here are our three main types of Accounting Services:
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Contact us today to schedule your free consultation and see how Books and Budget Limited’s Fractional CFO Services can elevate your business!
From Vision to Impact: Our Journey
Our Story and Leadership
Books and Budget Limited was founded by Roxanne Brown, a seasoned Chartered Accountant (FCA) with an MBA in Banking and Finance and over 20 years of industry expertise. Roxanne established Books and Budget Limited with a mission to empower small and medium-sized businesses by providing them with accessible, high-level financial and strategic support.
With a diverse background that spans retail, telecommunications, shipping and logistics, and banking, Roxanne brings a wealth of knowledge to the firm. She has held numerous leadership positions in each of these industries, gaining deep insight into the unique financial and operational challenges that businesses face across different sectors. Her journey also includes experience as an external auditor in the early stages of her career, giving her a strong foundation in compliance, accuracy, and strategic auditing.
What We Do
Our Services
Books and Budget Limited offers a full suite of services designed to help businesses achieve financial success, from Fractional CFO Services to Taxation, Financial Operations Outsourcing, Accountancy Training, and Personal Financial Services. Under Roxanne’s leadership, Books and Budget provides more than just numbers—it offers strategic insights and tailored solutions that drive growth, optimize operations, and ensure compliance.
Books and Budget Limited is dedicated to being your strategic financial partner. We work closely with our clients to deliver data-driven financial strategies that align with each client’s vision and goals. With our Fractional CFO Services, clients gain access to experienced financial leadership without the commitment of a full-time hire. Our tax services and regulatory compliance offerings provide peace of mind, allowing businesses to focus on growth and innovation.
At Books and Budget Limited, we pride ourselves on integrity, results, and personalized client relationships. With our expertise and dedication to client success, we’re here to help your business build a secure, financially sound future.
What Sets Us Apart?
1. Comprehensive Strategic and Financial Expertise:
We understand that effective financial management goes beyond the numbers; it requires insights that align financial processes with broader business objectives.
Our qualified team integrates strategic management with financial advisory, which allows us to help clients identify growth opportunities, enhance profitability, and make data-driven decisions that propel their businesses forward.
2. Extensive Service Offerings Tailored for Operational Excellence:
At Books and Budget, we offer a broad suite of services that are designed to support every layer of business operations:
Accountancy Training: We provide tailored training programs that empower client teams to improve their financial literacy and operational efficiency, enabling sustainable growth.
Policy and Procedure Documentation: Our expertise extends into writing policy and procedural documents that support compliance, operational excellence, and process standardization, making day-to-day operations seamless and efficient.
Financial Operations Outsourcing and Administrative Services: By handling essential yet time-intensive financial and administrative functions, we allow our clients to focus on their core business. This includes bookkeeping, tax compliance, payroll management, and other financial operations outsourcing.
3. Unwavering Client-Centric Focus:
We prioritize understanding our clients’ goals, challenges, and growth aspirations. This commitment ensures that every solution we deliver is customized, helping clients navigate both current financial landscapes and future growth trajectories.
Our approach is driven by strategic management rather than one-size-fits-all advice, which is essential for clients seeking to improve their market position and drive meaningful, lasting success.
4. Values of Integrity and Empowerment:
Integrity and client empowerment are central to our operations. We believe in providing full transparency in our processes, and our goal is to not only manage clients’ finances but to equip them with the skills and knowledge to understand their financial standing better. Through empowering clients, we aim to foster a collaborative partnership, where our strategic advice is actionable, relevant, and tailored to their specific objectives.
In summary, Books and Budget Limited differentiates itself by being more than just a financial advisor; we are a strategic partner in our clients’ growth. We align our deep financial expertise with strategic insights and comprehensive services that support operational excellence, compliance, and growth. Our services are delivered with a commitment to quality, integrity, and the empowerment of each client we serve.
What Our Clients Say
John Doe
Jessica Smith
