Your Online Advisor

Recent major advancements in technology have made it possible for us to offer a full online accountancy and buisness support service, anywhere in the UK. So as an Equation client, you can pop in and see us or communicate with the Team entirely online.

Key Features

• Wherever you are in the UK, your personal online advisor will support you every step of the way, using electronic communications and our 24-7 secure online portal.
• Save time and money by signing up for your regular financial report.

How does online accountancy work?

• You agree on your package and services and choose your preferred software.
• You provide all your documents electronically (via our secure virtual letterbox)
• All communication with us is via email, Skype, telephone or post.
• Log into your online accounting software on your PC, Mac or iPhone, using a secure connection. (Or)
• We process your data on our PC’s and send you the updates along with a financial report.

The benefits

• Instant, qualified accountant for your business
• No set-up costs, overheads and capital expenses
• Immediately available to start
• Choose one of our ‘Pay Monthly’ packages and save 20% off our basic annual fee
• Expertise in all major accounting software

When to use an online personal accountant?

• When you want a fast, responsive, cost effective solution.
• When your traditional accountant is not giving you what you need to run your business effectively
• When you don’t want to employ staff because of prohibitive hiring costs
• When you want fast turnaround or live updates to your accounts 24-7
• When you want to innovate your current accounting process
• When you want to replace fixed costs to a reduced variable cost

Tasks your personal accountant can do

• Data entry
• Invoicing
• Accounts receivable
• Accounts payable
• Cheque writing
• VAT invoice entry
• General ledger maintenance
• Bank reconciliations
• Daily, weekly or monthly record updates
• Financial management reports
• Accounts production and preparation of financial statements
• Payroll

Software your personal accountant can use

• Sage
• QuickBooks
• Iris
• MS-Excel
• Others based on need

We offer part or full-time virtual accountants to match your exact requirements.

Either way, you've got nothing to lose.