Elevate Package

For those bigger players who want to grow with confidence

A bespoke service designed to help you build a solid financial plan, and give you the accountability to achieve it.

Do you have business goals, but you’re not sure how to get there?

Do you want a clear financial plan for the next 12 months?

Have you gone through a period of growth and want to understand your future cash flow?

For example:

As part of this package, you will work with the founder of Optimum Digits, Matthew Irvine, who will act as your virtual finance director. With him, you will gain clarity on your business performance, set a detailed finance plan with KPIs based off your business and personal goals, and review your performance every month where he will challenge you on your results to ensure you are building your business in line with your plan.

In our elevate service, you will also benefit from a full review of your financial systems, implementation of new systems where required, and a full outsourced finance team if needed.

With a day to day focus on the finances of your business and with robust financial systems and controls in place, you can grow with confidence.

Knowing your past and current performance is crucial

That’s why our Elevate Package includes:

All tax statutory reporting prepared and submitted
Tax advisory throughout the year
Monthly Management Accounts produced for your business to give you clarity on your numbers
Monthly reviews with our founder to understand the key drivers and how to improve your business
Full 12-month financial plan based off your business goals
Weekly Cash flow plans to show expected future cash levels

Direct Access to our founder Matthew Irvine
Quarterly tax planning reviews
Accountability on your performance
Weekly emails of outstanding tasks to help prepare you for deadlines
One-off services at discount prices
Accounting software user guides to automate as much as possible and save you time

What our clients say

When we discussed our proposal with Matt, our initial thought was, wow! how could we afford the top package? Our previous accounts were constantly letting us down with our requests and we were receiving a report from Xero that didn’t tell us about our businesses. The old accountant never dealt with aged creditors, which had phenomenal figures that could not be true, otherwise we would have been bankrupt – both businesses and personally!

Kay Rowlands

We have been with Optimum Digits for nearly a year, and the experience has been transformative for our business. From the very beginning, Matt and his team have been dedicated to adding value in every way possible. They understand that we excel in our field, and they ensure that we can focus on what we do best by taking the accounting pain away with their easy and efficient solutions.

A&T Carpentry Ltd

Matt’s been absolutely brilliant with helping set up my new company’s and putting me on the best programme to suit my business and development needs.

Nothings too much to ask and he’s very knowledgeable.

I would highly recommend.

Thomas Davenport

Ready to grow?

Optimise your systems, know your business performance, and operate tax-efficiently.

About

Meet the Senior Team

Why Optimum Digits?

Core Package

Evolve Package

Elevate Package

Elevate Package

A bespoke service designed to help you build a solid financial plan, and give you the accountability to achieve it.

For example:

Knowing your past and current performance is crucial

That’s why our Elevate Package includes:

What our clients say

Ready to grow?

Build your future with expert property
& construction accounting.

Build your future with expert property & construction accounting.

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