Services
What We Do
Business Accounting Services
Financial Operations Management
At Books and Budget Limited, we offer a wide range of services to support your business, including financial planning & analysis, financial statements preparation, cash flow projections, payroll management, business valuation, business plans, accountancy training, and more. Our expert solutions help streamline operations, improve compliance, and drive growth.
Financial Operations Management
Financial Planning & Analysis (FP&A)
Build a foundation for growth with expert budgeting, forecasting, and long-term planning.
Financial Statements Preparation
Accurate, compliant financial reporting that gives you a clear picture of your business performance.
Cash Flow
Projections
Effectively manage cash flow and stay prepared for future financial needs.
Payroll
Management
Reliable payroll solutions that ensure compliance and accuracy
Business Organization & Reorganization
Restructure for maximum efficiency and future growth.
Accountancy Training
Upskill your team with training in accounting principles, compliance, and best practices.
Financial Operations Outsourcing
Streamline your operations with outsourced financial management tailored to your needs.
Internal
Auditing
Effectively manage cash flow and stay prepared for future financial needs.
Policy & Procedure Documentation
Comprehensive, well-defined policies that ensure compliance and consistency.
Annual Statutory & Regulatory Filing
Meet all annual filing requirements seamlessly.
Taxation Services
Navigating tax regulations can be complex, but Books and Budget Limited is here to simplify the process for you. Our comprehensive Taxation Services are designed to ensure that individuals and businesses alike remain compliant while maximizing tax savings and avoiding unnecessary penalties.
Our Taxation Services Include:
Tax
Registration
We assist businesses and individuals in registering for necessary tax identifiers such as Taxpayer Registration Numbers (TRN) and General Consumption Tax (GCT) numbers.
Tax Compliance Monitoring
Ensure you’re always up-to-date with your tax filings and payments. We provide ongoing monitoring to help you maintain compliance with all tax regulations.
Annual Income Tax Returns
We prepare and file your personal or corporate income tax returns accurately and on time. Our team ensures all eligible deductions, credits, and allowances are utilized to minimize your tax liability.
Payroll Tax Management
From calculating payroll taxes to filing PAYE, NIS, and other statutory deductions, we ensure your employees’ taxes are managed seamlessly.
GCT Preparation and Filing
Our experts handle the preparation and submission of GCT returns, ensuring compliance with the applicable tax deadlines.
Tax Planning & Advisory
We analyze your financial situation and offer personalized tax planning strategies to optimize your tax position and reduce liability.
Tax Audits & Investigations
If you’re facing a tax audit or investigation, Books and Budget Limited is your trusted partner. We assist with document preparation, representation, and guidance throughout the process.
Tax Education & Consultation
Gain clarity on tax laws and regulations with our tailored consultations and training sessions. We empower you to make informed financial decisions.
Statutory Returns Filing
Stay ahead of your statutory obligations with our filing services for payroll, GCT, and other mandatory tax returns.
Why Choose Books and Budget Limited for Taxation Services?
Expertise You Can Trust: With over two decades of experience, we provide accurate and reliable tax solutions.
Stress-Free Compliance: Avoid the stress of tax season with our professional support.
Personalized Approach: Our services are tailored to meet your unique needs and financial goals.
Time and Cost Savings: Focus on your priorities while we handle the complexities of tax preparation and filing.
Take Control of Your Financial Operations
Let Books and Budget Limited help you simplify and optimize your financial processes. With our support, you can focus on innovation and growth, knowing that your financial operations are in expert hands.
Payroll Management Services
Simplify Payroll Management with Books and Budget Limited
Managing payroll doesn’t have to be a headache. At Books and Budget Limited, we provide comprehensive Payroll Management Services designed to save you time, reduce compliance risks, and ensure your employees are paid accurately and on time. Let us handle the complexities so you can focus on running your business.
Why Outsource Payroll to Us?
- Accurate and Timely Payroll Processing
- We manage your payroll calculations, deductions, and tax obligations seamlessly.
- From hourly wages to salaried employees, we ensure 100% accuracy in pay distribution.
- Compliance with Tax Regulations
- Stay compliant with ever-changing tax laws and government regulations.
- We handle payroll tax calculations, submissions, and filings so you don’t have to worry about penalties or missed deadlines.
- Employee Benefits Management
- Ensure proper tracking and integration of employee benefits such as pensions, health insurance, and bonuses.
- Generate clear and concise pay slips for your employees.
   4. Secure and Confidential Payroll Handling
- Your sensitive payroll data is handled with the utmost confidentiality and stored securely using industry-leading technology.
- We provide a streamlined system for payroll documentation and reportin
- Customizable Solutions for Your Business
- Whether you have 5 employees or 500, we customize our payroll services to meet your needs.
- Options include direct deposit setup, expense reimbursement processing, and overtime calculations.
What’s Included in Our Payroll Services?
Payroll Calculation & Distribution: Get accurate payments, every time.
Statutory Tax Deductions & Filing: Ensure compliance with tax laws and deadlines.
Employee Records Management: Maintain up-to-date records of salaries, benefits, and deductions.
Payroll Reports & Analytics: Receive detailed insights into payroll expenses for better decision-making.
End-of-Year Filing: Hassle-free year-end summaries and statutory submissions.
The Benefits of Choosing Books and Budget Limited
Efficiency
Reduce the time and effort spent on payroll administration.
Accuracy
Avoid costly errors and ensure peace of mind.
Expertise
Benefit from professional payroll specialists with in-depth knowledge of tax laws and compliance.
Cost-Effectiveness
Lower overhead costs compared to maintaining an in-house payroll team.
Employee Satisfaction
Timely and accurate payroll boosts employee morale and trust.
Let us make payroll management seamless, efficient, and stress-free for your business.
Ready to Take Payroll Off Your Plate?
With Books and Budget Limited managing your payroll, you’ll have more time to focus on what matters—growing your business.
CFO Services
Unlock Your Business's Potential with Fractional CFO Services
Managing the financial health of your business doesn’t have to be overwhelming. At Books and Budget Limited, we understand that not every company requires a full-time Chief Financial Officer (CFO) but still needs the expertise to make data-driven financial decisions. That’s why we offer Fractional CFO Services—providing you with strategic financial leadership when you need it, without the overhead costs of hiring a full-time CFO.
Our Fractional CFO Services are designed to help your business grow, optimize performance, and achieve financial clarity. Here’s how we can support you:
Deck Preparation for Board Meetings
- Professionally designed presentations tailored to your company’s goals and performance metrics.
- Key insights from growth charts, profitability metrics, and waterfall bridges for expenses to highlight where your resources are being spent and opportunities for optimization.
Budgeting & Cash Flow Forecasting
- Comprehensive cash flow forecasts to ensure you’re always prepared for the road ahead.
- Annual and quarterly budget analysis with actionable recommendations for improved financial efficiency.
Financial Planning & Analysis (FP&A)
- Development of budgets, forecasts, and detailed variance analysis.
- Insights into key business drivers to support strategic decision-making.
Financial Reporting & Analysis
- Detailed reports with pie charts breaking down revenue streams, cost structures, and other key metrics.Â
- Variance analysis to identify gaps between projections and actual performance, giving you actionable insights.
Growth Strategy Development
- Strategic guidance on resource allocation to maximize profitability and sustainability.
- Data-driven advice for scaling operations, entering new markets, or launching new products.
Expense
Management
- Waterfall bridge charts to visually track expenses and pinpoint areas for cost-cutting without sacrificing quality.
- Comprehensive oversight of operating expenses, ensuring optimal cost control.
Ready to Elevate Your Business?
Empower your company with the financial insights and strategic guidance you need to thrive. Let Books and Budget Limited be your trusted financial partner.
Bookkeeping month End Close
Accurate bookkeeping and a seamless month-end close are the foundations of strong financial management. At Books and Budget Limited, we take the hassle out of managing your financial records so you can focus on growing your business. Our services are designed to provide clarity, compliance, and actionable insights into your business’s financial performance.
Our Bookkeeping
(with optional AR & AP Management Services)
1. Transaction Recording
Capture every financial activity, including sales, expenses, and payments, with precision.
Categorize transactions to match your business's specific needs.
2. Bank and Credit Card Reconciliation
Match transactions with bank statements to ensure accuracy and detect discrepancies early.
Maintain up-to-date cash balances for informed decision-making.
3. Payroll Tracking
Record payroll expenses and statutory deductions like PAYE, NIS, and HEART for compliance.
4. Accounts Payable and Receivable Management (Optional)
Ensure timely payment of bills and collection of receivables to maintain healthy cash flow.
Keep your accounts current to avoid unnecessary delays and penalties.
Month-End Close Services
1. Review and Reconciliation
Ensure all transactions are accurately recorded and accounts are balanced.
Identify and correct errors or discrepancies in your financial records.
2. Financial Statements Preparation
Generate detailed and accurate reports, including:
Profit and Loss Statements
Balance Sheets
Cash Flow Statements
3. Accruals and Adjustments
Make necessary journal entries for accruals, prepayments, and depreciation.
Adjust accounts to reflect true financial performance.
4. Compliance and Reporting
Prepare reports for statutory compliance and internal use.
Ensure records are audit-ready at all times.
Benefits of Our Bookkeeping and Month-End Close Services
Confidence in compliance with tax and statutory regulations
Improved financial visibility and control
Streamlined processes for better efficiency
Informed decision-making with real-time financial insights
Let Us Handle the Details
Ready to focus on what you do best while we handle the numbers?
Specialty Services
Internal Audit Services
In today’s fast-paced business environment, ensuring operational efficiency, compliance, and risk management is essential for long-term success. At Books and Budget Limited, our Internal Audit Services go beyond just ticking boxes—we help you build a robust framework that strengthens your organization from the inside out.
What is Internal Audit?
Internal audit is a systematic, objective review of your business processes, internal controls, and compliance measures. It identifies inefficiencies, mitigates risks, and ensures that your operations align with your strategic objectives and regulatory requirements.
Our Internal Audit Services
Risk Assessment and Management
- Identify potential risks that could hinder your business’s success.
- Provide actionable recommendations to minimize these risks and enhance operational efficiency.
Internal Control
Review
- Evaluate your internal control systems for gaps and weaknesses.
- Strengthen processes to prevent fraud, errors, and inefficiencies.
Process
Improvement
- Assess and streamline your business operations to improve effectiveness.
- Develop recommendations for optimizing workflows and reducing costs.
Regulatory and Policy Compliance
- Ensure adherence to all relevant laws, industry standards, and internal policies.
- Prepare compliance reports and documentation for stakeholders.
Performance
Audits
- Evaluate the effectiveness and efficiency of specific business functions or projects.
- Provide insights into cost-saving opportunities and performance enhancements.
Why Internal Audit Matters
Mitigate Risks: Proactively address potential threats before they become significant issues.
Enhance Efficiency: Optimize processes and workflows for better resource utilization.
Ensure Compliance: Stay ahead of regulatory changes and maintain legal standing.
Improve Decision-Making: Gain valuable insights into your organization’s performance and operations.
Build a Stronger Business with Internal Audit
Empower your organization with the tools to mitigate risks, streamline operations, and achieve long-term success.
Contact us today to discuss your internal audit needs.
External Audit Preparation Services
Preparing for an external audit can be stressful, but with Books and Budget Limited as your partner, you can approach it with confidence. Our External Audit Preparation Services streamline the process, ensuring accuracy, compliance, and readiness for auditors.
Business Registration and Start-Up Support
Starting a business is an exciting journey, but navigating the setup process can feel overwhelming. At Books and Budget Limited, we take the hassle out of starting your business by offering a comprehensive suite of Business Registration and Start-Up Support Services. From company registration to financial planning, we provide everything you need to establish a strong foundation for your business success.
Our Services Include:
Business Name Reservation & Registration (Including LLCs)
We help you reserve your desired business name and complete all necessary registrations, including Limited Liability Company (LLC) formation, with the relevant authorities. Our process ensures compliance with local regulations and helps you establish your legal business identity.
Tax Registration &
Compliance
We’ll guide you through the process of registering for Taxpayer Registration Numbers (TRN), General Consumption Tax (GCT), and other applicable tax requirements, ensuring your business is tax-compliant from day one.
Opening a Business Bank Account
A business bank account is essential for tracking income and expenses. We provide support in preparing the required documentation, including company registration certificates and income verification letters, to streamline the account-opening process.
Income Verification
Letters
Our team assists in preparing professional income verification letters that meet the requirements for loan applications, tenders, or other business needs.
Business Plan Development
We collaborate with you to create a comprehensive business plan that outlines your goals, strategies, and financial projections, ensuring your start-up attracts potential investors or lenders.
Cash Flow
Forecasting
Proper cash flow management is critical for start-ups. We provide detailed forecasts to help you anticipate revenue and expenses, ensuring you maintain financial stability during your early stages.
Financial Planning & Budgeting
Set your business up for success with our tailored financial plans and budgets. We analyze your goals and create strategies that help you stay on track and optimize your resources.
Compliance Advisory & Licensing
Certain industries require specific licenses and permits. We guide you through the process, ensuring your business operates legally and efficiently.
HR & Administrative Support
We offer assistance in drafting employment contracts, creating organizational policies, and setting up payroll systems to help you manage your team effectively.
Bookkeeping & Accounting Setup
Our team helps you establish a reliable accounting system that ensures accurate record-keeping and prepares your business for tax season.
Why Choose Books and Budget Limited?
Expert Guidance: With over two decades of experience, we understand the intricacies of business start-ups and ensure a smooth process.
Comprehensive Support: We offer end-to-end solutions, so you can focus on your vision while we handle the details.
Time-Saving: Let us handle the paperwork and processes while you focus on launching and growing your business.
Tailored Solutions: Each start-up is unique, and we customize our services to meet your specific needs.
Cost-Effective: Our support helps you avoid costly errors and ensures long-term success.
Take Control of Your Financial Operations
Let Books and Budget Limited help you simplify and optimize your financial processes. With our support, you can focus on innovation and growth, knowing that your financial operations are in expert hands.
Why Choose US
"Strategic Financial Solutions for Growth"
Comprehensive Strategic and Financial Expertise
We believe effective financial management goes beyond numbers—it’s about aligning financial processes with your business goals.
Extensive Service
Offerings
We offer a broad suite of services that are designed to support every layer of business operations.
Unwavering Client-Centric Focus
We prioritize understanding our clients' goals, challenges, and growth aspirations to tailor strategies for their success.
Integrity and
Empowerment
We provide full transparency and aim to equip clients with the skills to better understand and manage their finances.
Free Estimation
Get Free Estimate
 Contact us today to schedule your free consultation and see how Books and Budget Limited’s Fractional CFO Services can elevate your business!