BE FINANCE locationBarrhead, East Renfrewshire

(1 Review)

Processing of sales invoices, receipts and payments, completing VAT returns. Purchase ledger procedures, checking company bank statements and reconciling. Preparation of the cash flow statements and financial paperwork, Prepare the profit and loss balance sheets for annual accounts and monthly management accounts. I streamlined bookkeeping procedures to increase efficiency and productivity.

I developed monthly, quarterly and annual profit and loss statements and balance sheets.
Profiled and analysed investment products to develop customised financial strategies for clients' financial needs. I closely monitored the performance of current portfolio of specialty loans and made changes to achieve performance targets. Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor.

I Analysed budgets, financial reports and projections for accurate reporting of financial standing. And I created an analytical framework for identifying and developing financial growth opportunities.
Synthesised financial and budgetary information to solve problems and develop alternative solutions, creating scenarios and strategies to increase my client’s revenue and reduce client spending.

  • 2 hires on


Review of BE FINANCE by Denise lavery
5 19/01/2019 Denise lavery

Brian is very accommodating when I was in a rush to have my books and tax returns completed he pulled out all the stops for me and also did a great job . I will continue to use Brian each year . I’ll make sure I give him more time. Thank you you’ve been invaluable.

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What kind of accounting services do you provide?

Areas of Practice
Accounting software
Cash Management

Why is it so important for businesses to hire a great accountant?

If you’re drowning in a sea of invoices, receipts, and cash flow statements that you can’t make heads or tails of, it might be time to call in professional help. An experienced accountant / Bookkeeper can help you arrange your records, tighten up your budget, and make sure you’re staying on the right track financially.
Your Accountant / Bookkeeper will want your business to flourish and can help with things like Payroll and Pensions

What do you love most about your job?

Exploring new business and learning about how they work, working with Sage & Quickbooks and Xero Software and other online Accounting software helping to resolve accounting issues. file submissions and for Vat.

What inspired you to start your own business?

I started when working part time as i was asked to provide a service to former employer whom wanted a bookkeeper for their new venture, i did so and continued to develop

Why should our clients choose you?

I have exceptional mathematical, reasoning and communication skills with the ability to converse with co-workers, management, board members and clients in an efficient and professional manner. I’m extensively trained in using Sage accounts and Quick Books software that I have used for over the last 15 years plus.
As a Bookkeeper that leverages exceptional communication skills to build quality relationships with clients and enable their business to develop.

Services provided by BE FINANCE



Our bookkeeper creates financial transactions and creates financial reports from that information. The creation of financial transactions includes posting information to accounting journals or accounting software from such source documents as invoices to customers, cash receipts, and supplier invoices. The bookkeeper also reconciles accounts to ensure their accuracy Develops system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures. Maintains subsidiary accounts by verifying, allocating, and posting transactions. Balances subsidiary accounts by reconciling entries. Maintains general ledger by transferring subsidiary account summaries. Balances general ledger by preparing a trial balance; reconciling entries. Maintains historical records by filing documents. Prepares financial reports by collecting, analyzing, and summarizing account information and trends. Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions. Managing financial records & recording data. Sales & Purchase Ledger Accounting, Credit Control & Debtors Management Accounts Pay Roll services, Monitoring staff and company expenses. Month End Accounts, Year End Accounts. Preparation of reports for budget controls Profit Loss Accounting & Trial Balance. (In accordance with financial services regulations) PAYE & Inland Revenue Corporate Tax & Vat Returns. RTI Payrol (In accordance with financial services regulation & HMRC) We can set up your accounting system on Sage 50,100,200 & QuickBooks Pro Sun Accounts Oracle, Else I can just simply record Transactions using MS Excel


Manage incoming and outgoing cash effectively on a daily basis. Develop strategies to optimize cash position of the company. Predict cash requirements and cash position through analysis of budgetary needs and financial reports. Forecast daily cash position by utilizing cash receipts and disbursements. Analyze cash flow mechanism of the company and prepare monthly variance report. Maintain integrity and accuracy in financial transactions and reports. Develop investment and loan procedures by analyzing fund needs and surplus funds. Follow standard procedures to improve efficiency in cash collections, funds transfers, cash disbursements, month-end account closing activities, and inter-departmental reporting. Create new systems to optimize cash inflow from different business activities and reduce the risk of credit losses. Update accounting database for daily financial transactions. Maintain a backup for all the financial data. Resolve any issues related to foreign currency exchange. Maintain security and confidentiality of financial records. Develop professional knowledge on cash management processes and techniques.


We have knowledge of tax legislation to provide advisory and consultancy services to clients, ensuring that they pay their taxes in the most efficient way and benefit from any tax advantages and exemptions. They keep up to date with changing tax laws and explain complicated legislation and its implications to their clients in simple terms Corporate - working for business clients to make sure they are not paying any more tax than is necessary; Personal - providing advice to individual clients, some of whom are private clients with large assets. The work is detailed and complex, and tax advisers quickly develop expert knowledge in areas such as: Corporate; International & Iinheritance Tax; National Insurance; Personal trusts and estates; VAT. Clients can include large and small companies, partnerships, trusts and individuals.


As an IT Finance Software Advisor advising them how to use information technology in order to meet their business objectives or overcome problems. IT advisor may be used to provide strategic guidance to clients with regard to technology, IT infrastructures and enabling major business processes through enhancements to IT. Meeting with clients to determine requirements; working with clients to define the scope of a project planning timescales and the resources needed; Clarifying a client's system specifications, understanding their work practices and the nature of their business and defining software, hardware and network requirements; Developing agreed solutions and implementing new systems, presenting solutions in written or oral reports, Designing, testing, installing and monitoring new systems; Preparing documentation and presenting progress reports to customers; organising training for users and other consultants.

Work history from BE FINANCE

Work History

Self Employed

Be Finance

From January 2016 to present.

I create financial transactions and financial reports from that information. The creation of financial transactions includes posting information to accounting journals using Sage & Quickbooks software from such source documents as invoices to customers, cash receipts, and supplier invoices. Perform Vat returns & Record cash receipts and make bank deposits Conduct a monthly reconciliation of every bank account, conduct periodic reconciliations of all accounts to ensure their accuracy Maintain the petty cash fund & Issue financial statements and report significant issues to management, Process payroll in a timely manner and manage Auto Enrolment



From May 2014 to February 2017.

January 2017 – March 2017 Chimes International Ltd Bookkeeper / Self Employed Technically skilled bookkeeper responsible for the full charge bookkeeping function. Able to efficiently prepare the complete set of financial statements as well as manage accounts payable, accounts receivable, Vat & Schedule 23 preparations and Monthly management accounting reports. April 2016 – November 2016 Geniac / Web help Bookkeeper Providing Bookkeeping services via online platform using Twinfield & Basecone, dealing with over 24 plus clients also using salesforce as a communication tool to provide updated information on their accounts, processing purchase and sales invoices that have been uploaded via Mobile App to Basecone, processing bank, credit card and other statements, processing online accounts such as PayPal, Izettle, and Stripe accounts. Feb 2016 to April 2016 Cordant Recruitment Loys Surveyors Credit Controller Credit control and sales ledger reconciliation's using recognized methods such cold calling and Aged debtor management. Production of sales invoices and management of Sales ledger, using Navisoft accounts software. September 2015 to December 2015 Disclosure Scotland Applications Processor Processing Applications for disclosures for individuals and business to enable protection To verify applicant information from application documents scanned into the system Conduct all operational duties as and when required. I responded to all inquiries from the public in a prompt and professional manner. Gathered and analysed data for studies and reports and made recommendations based on findings. April 2015 to May 2015 Oliver Smith Recruitment Radisson Blu Accounts Assistant Using the Rezdm & Citrix software, checking statements and processing payments and receipts via Opera and excel. Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations & Communicated with customers to identify and resolve outstanding payments. October 2014 to January 2015 Reed Accountancy @ SFAAD Finance Manager. Management of organisation budgets in coordination with the CEO and Board Treasurers. Payroll and benefits management in conjunction with outsourced payroll, Invoicing to funding sources, Disbursement of organisation expenses to staff, trustees and volunteers Managing day-to-day processing of accounts receivable and payable using SAGE, entered financial data into the company accounting database to be verified and reconciled. May 2014 to October 2014 Reed Accountancy Glasgow Kelvin College Finance Assistant Purchase ledger procedures, checking company bank statements and reconciling. Using Sun Accounts & P2P Software, actively participate in the supply of information to facilitate the efficient audit of the Annual Accounts, liaise and provide information to Internal Auditors. Streamlined daily reporting information entry for efficient record keeping purposes, Managed and responded to all correspondence and inquiries from customers and vendors


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