Corporate finance.
Experience working within finance departments for larger organisations before moving into running and helping businesses directly.
MTD Complete was built to make bookkeeping and Making Tax Digital feel clearer, calmer and much less intimidating.
Too many people hear phrases like Making Tax Digital, quarterly updates and digital records and assume things are about to get more complicated.
Lisa's approach is the opposite. Explain it clearly, organise it properly and take as much of the stress out of it as possible.
Lisa has been running and helping businesses since 2003, maintaining accounts for small and medium businesses, sole traders and limited companies.
Before that, she worked within finance departments at larger corporate organisations.
Different businesses bring different challenges. That experience matters when the numbers need to make sense in the real world.
From corporate finance through to hands-on bookkeeping for smaller businesses, Lisa has seen the numbers from both sides.
Experience working within finance departments for larger organisations before moving into running and helping businesses directly.
Maintaining accounts for businesses that need practical support without an in-house finance department.
Helping self-employed people stay organised while they focus on actually running their business.
Experience across residential development, HMOs and property management brings useful context for landlord clients too.
Tax terminology should not be the thing stopping you from understanding what needs to happen next.
Better systems and regular bookkeeping mean fewer last-minute scrambles when deadlines arrive.
Behind every set of books is someone trying to run a business, earn a living and get everything done.
Friendly support does not mean cutting corners when it comes to professional standards, data or compliance.
Certified experience working with QuickBooks bookkeeping.
Client information and data are treated with the care they require.
Anti-money laundering requirements form part of the professional setup.
Software can store the records. HMRC can set the rules. But sometimes what you actually need is a person who can explain what those rules mean for you.
There is no requirement to already understand MTD before asking for help.
Messy records do not mean you need to sort everything alone first.
The goal is a routine that works around your business, not against it.
You should understand what is happening with your business without needing a dictionary beside you.
Whether you need help with MTD, bookkeeping or simply understanding what you are supposed to do next, start with a straightforward conversation.
Get MTD Ready →