Financial Systems Review

Simplify Your Business Finances

Too many spreadsheets, manual workarounds and disconnected systems? We fix how your financial admin works from start to finish.

When Your Financial Processes Lack Structure

Over time, financial admin can become layered and inefficient. Systems evolve without clear oversight, manual work increases, and reporting becomes harder to rely on.

The financial process overhaul service provides a structured review and redesign of how you manage finances, introducing clarity, efficiency and control.

REVIEW

See the Problem

Map how money moves through your business and identify duplication, manual work and complexity.

REDESIGN

Fix the Process

Restructure your financial processes to eliminate repetition, reduce admin and create clear workflows.

IMPLEMENT

Set Up Systems

Configure tools like Dext and Xero or QuickBooks so data flows properly and reporting becomes reliable.

OVERSIGHT

Keep It Working

Provide continued oversight to ensure your systems stay structured, compliant and scalable as you grow.

SIMPLIFY

YOUR

FINANCES

WITH

EXPERT

OVERSIGHT.

Our Structured Approach

1. REVIEW
Get a clear view of your current process

We begin by mapping how money currently moves through your business, from invoice receipt to reporting. This highlights duplication, manual data entry, spreadsheet reliance and gaps between systems.

The goal is simple: for you to understand exactly where your time is going and what you’re not currently seeing.

2. REDESIGN
Get a more efficient structure

Once the issues are identified, we restructure your financial workflows. That may include reducing manual steps, clarifying approval processes and removing unnecessary duplication.

The result is a streamlined process that gives you clearer reporting and more confidence in your decisions.

3. IMPLEMENT
Get the right tools, configured properly

We implement and configure systems such as Dext alongside Xero or QuickBooks, ensuring data flows correctly and reporting becomes reliable.

Proper configuration reduces your admin time, improves accuracy and removes the need to rely on disconnected spreadsheets.

4. OVERSIGHT
Get ongoing structure and stability

Financial processes can quickly become fragmented again without oversight. We provide continued review and support to ensure your systems remain structured, compliant and scalable.

This means your financial admin stays structured and manageable as your business grows.

WHY CHOOSE STRIVE?

We combine practical bookkeeping experience with a structured, systems-focused approach to financial management. With over 20 years of experience in accounting and compliance, we understand how financial processes break down — and how to rebuild them properly.

As members of the IAB, ICB and AAT, we work to recognised professional standards. Our team includes certified specialists in Sage, QuickBooks and Xero, ensuring systems are not just installed, but configured correctly and supported long term.

Whether you need a one-off financial process review or ongoing oversight, we provide clear, compliant and well-managed systems you can rely on.

TALK TO US

The first step is to get in touch. Drop us a quick message here.