WeRiseAccounting

Your numbers, verified.

Audit-grade bookkeeping, reporting and advisory for businesses and non-profits — run by qualified accountants who show their work.

Book a call See what we do
  • {{MARKETS}}
  • Remote engagements
  • Fixed-scope pricing
Sample ledger view — not client data
Years in practice
A practice led by qualified accountants
Engagements delivered
Engagements scoped in writing, start to finish
Platforms supported
Works inside the accounting platform you already use
Average close turnaround
Close dates agreed upfront and kept

What we take off your desk

Grouped by the job they do, so you can see where each one fits in the life of your numbers.

Keep the books right

Bookkeeping

Day-to-day transaction recording, bank and card reconciliation, and books that stay current instead of catching up at year end.

  • Onboarding
  • Month-end close process
  • Receipt capture
  • Accounts payable
  • Accounts receivable
  • Expense claims
  • Payment platforms
  • Loans & finance
  • Sales tax coding
  • Catch-up bookkeeping
  • Your accounts, bank feeds and apps connected, with a clear handover in the first two weeks
  • A monthly close checklist run on schedule, so every period is locked and reviewed
  • Receipts and bills captured digitally and matched to each transaction
  • Supplier bills entered, coded and lined up for payment on time
  • Invoices raised and tracked, with overdue customers flagged early
  • Staff expenses checked, approved and posted with receipts attached
  • Stripe, PayPal and Shopify payouts reconciled back to the sales behind them
  • Loan, lease and credit balances tracked, with interest posted correctly
  • Every transaction coded for VAT, GST or sales tax, ready for filing
  • Months of backlog brought up to date and fully reconciled
Ask about Bookkeeping Add to enquiry

Accounting

Ledger maintenance, journal entries, accruals and month-end close, handled to a standard your auditor will recognise.

  • Bank reconciliation
  • Accounts payable
  • Accounts receivable
  • Year-end close
  • Management accounts
  • Prepayments
  • Deferred revenue
  • Fixed asset register
  • Intercompany
  • Multi-currency
  • Audit prep
  • Catch-up bookkeeping
  • Chart of accounts
  • Every bank and card account reconciled, with unmatched items flagged
  • Supplier bills recorded, coded and scheduled for payment on time
  • Customer invoices tracked, with an aged debtors report each month
  • A clean year-end file your accountant or auditor can pick up straight away
  • Monthly P&L, balance sheet and cash summary in plain language
  • Prepaid costs spread over the right periods, with a supporting schedule
  • Income recognised when it's earned, not just when it's billed
  • An up-to-date asset register with depreciation posted each month
  • Intercompany balances matched and eliminated across your entities
  • Foreign currency transactions revalued, with gains and losses posted correctly
  • Schedules, reconciliations and supporting documents ready for your auditor
  • Months of backlog brought up to date and fully reconciled
  • A chart of accounts structured around how your business actually runs
Ask about Accounting Add to enquiry

Financial Accounting

Statements prepared to IFRS or local GAAP, with the working papers and schedules that support every figure.

  • Statutory accounts
  • Consolidation
  • Cash flow statement
  • Notes to accounts
  • Lead schedules
  • Audit support
  • Lease accounting
  • Revenue recognition
  • US GAAP
  • FRS 102
  • ASPE
  • AASB
  • Year-end statutory accounts ready for filing and sign-off
  • Group accounts consolidated, with eliminations and a clear audit trail
  • A cash flow statement that reconciles back to your ledger
  • Accounting policies and disclosure notes drafted to the framework
  • Lead schedules that tie every balance to its supporting evidence
  • Queries answered and adjustments handled throughout your audit
  • Leases measured and disclosed under IFRS 16, ASC 842 or local rules
  • Revenue policies applied under IFRS 15 or ASC 606, with support
  • Statements prepared to US GAAP, ready for lenders, investors or audit
  • UK accounts prepared to FRS 102, including small-company options
  • Canadian private-company statements prepared to ASPE
  • Australian statements aligned to AASB standards and reporting tiers
Ask about Financial Accounting Add to enquiry

Report with confidence

Financial Reporting

Monthly and quarterly packs — P&L, balance sheet, cash flow, and commentary that explains what moved.

  • Quarterly packs
  • Board packs
  • Investor reporting
  • Budget vs actual
  • Variance analysis
  • KPI dashboards
  • Segment reporting
  • Margin analysis
  • Cash flow forecast
  • Rolling forecast
  • Covenant reporting
  • Quarterly packs with trends and year-to-date comparisons
  • Board-ready packs with headline figures and key decisions flagged
  • Clear updates for investors on performance, cash and runway
  • Actuals compared to budget, with every major variance explained
  • Month-on-month and year-on-year movements broken down by cause
  • A dashboard of the metrics that matter most to your business
  • Profit and loss split by department, product, location or client
  • Gross and net margins tracked, with the drivers behind each change
  • A rolling 13-week cash forecast so shortfalls show up early
  • A forecast updated each month as actual results come in
  • Lender covenant calculations and compliance certificates on time
Ask about Financial Reporting Add to enquiry

Financial Analysis

Margin, variance, cash-cycle and ratio analysis that turns your ledger into decisions you can defend.

  • Pricing analysis
  • Scenario modelling
  • Investment appraisal
  • Ratio analysis
  • Unit economics
  • Customer profitability
  • Product profitability
  • Cost analysis
  • Trend analysis
  • Benchmarking
  • Working capital
  • Break-even analysis
  • How price changes would affect your margin, volume and profit
  • Best, base and worst-case scenarios for major decisions
  • Payback, NPV and ROI worked out for hires, equipment or expansion
  • Liquidity, profitability and efficiency ratios, with what each one means for you
  • Cost and profit per unit, order or customer, worked out from your actuals
  • A clear view of which clients make money and which cost you
  • Profit by product or service line, including overheads
  • Fixed and variable costs split out, with savings opportunities identified
  • Multi-period trends that separate one-off noise from real patterns
  • Your key figures compared against industry norms for your sector
  • Debtor, creditor and stock days tracked, with ways to free up cash
  • The sales level you need to cover costs, and how close you are to it
Ask about Financial Analysis Add to enquiry

Plan the money

Budgeting

Annual budgets and rolling forecasts built from your actuals, with variance tracking that flags drift early.

  • Department budgets
  • Headcount planning
  • Sales forecast
  • Capex budget
  • Zero-based budgeting
  • Driver-based model
  • Cash flow forecast
  • Three-way forecast
  • Runway planning
  • Reforecasting
  • Cost control
  • Budget reviews
  • Budgets for each team, owned and agreed with the people who spend them
  • Hiring plans costed in, with salaries, on-costs and start dates
  • A revenue forecast built from your pipeline, pricing and past trends
  • Planned equipment and asset spend, timed and linked to cash
  • Each cost justified from scratch rather than rolled over from last year
  • A budget built on your key drivers, so assumptions are easy to change
  • A rolling 13-week cash forecast so shortfalls show up early
  • P&L, balance sheet and cash flow forecasts that stay connected
  • Months of runway worked out, with the levers that extend it
  • Mid-year reforecasts when results move away from the original plan
  • Spending limits and alerts that catch overruns before month-end
  • Regular review meetings with budget holders, with actions agreed
Ask about Budgeting Add to enquiry

Retirement Planning

Contribution planning, scheme reporting and long-horizon projections for owners and their teams.

  • Employer contributions
  • Payroll deductions
  • Contribution limits
  • Owner pay planning
  • Pension accruals
  • Contribution audits
  • Auto-enrolment (UK)
  • 401(k) support (US)
  • Solo 401(k) & SEP (US)
  • Group RRSP (Canada)
  • Superannuation (Australia)
  • SMSF (Australia)
  • Employer contributions calculated, posted and reconciled to the scheme
  • Staff pension deductions checked and reconciled every pay run
  • Contributions checked against annual limits to avoid surprise tax charges
  • Salary, dividend and pension mix modelled for owners
  • Pension costs and liabilities recorded correctly in your accounts
  • Late or missed contributions found and corrected before they become penalties
  • Staff assessed, enrolled and re-enrolled on time, with declarations filed
  • Deferrals and employer matches reconciled, with records ready for Form 5500
  • Owner-only plan contributions calculated against IRS limits
  • Group RRSP and DPSP contributions tracked, with pension adjustments on T4s
  • Super guarantee calculated, paid on time and reconciled
  • SMSF accounts and records prepared, ready for the annual audit
Ask about Retirement Planning Add to enquiry

Decide with advice

Financial Advisory

Structured advice on cash, capital, pricing and cost — grounded in your numbers, not general benchmarks.

  • Cost
  • Profit improvement
  • Fractional CFO
  • Growth planning
  • Restructuring
  • Fundraising readiness
  • Debt financing
  • Business valuation
  • Due diligence
  • Exit planning
  • R&D tax relief
  • Entity structuring
  • Cost base reviewed line by line, with savings ranked by impact
  • A focused plan to lift margin without cutting what customers value
  • Senior finance support each month, without a full-time hire
  • Growth options costed, with funding needs and risks laid out
  • Options for a business under pressure, with cash impact modelled
  • Financial model, data room and numbers ready for investor questions
  • Loan options compared on cost, terms and covenants
  • A supported valuation range for sale, investment or partner exits
  • Financial due diligence on a target business before you commit
  • A plan to get the business sale-ready and maximise its value
  • R&D claims prepared under UK R&D relief, the US R&D credit, Canada's SR&ED or Australia's R&DTI
  • Company structure reviewed for tax, liability and future growth
Ask about Financial Advisory Add to enquiry

Financial Consulting

Project work: systems migration, process redesign, controls, and cleaning up records before a review or raise.

  • Software selection
  • Xero & QuickBooks setup
  • NetSuite implementation
  • Data migration
  • App integrations
  • Automation
  • Process redesign
  • Faster close
  • Approval workflows
  • Segregation of duties
  • Finance policies
  • SOX readiness (US)
  • Making Tax Digital (UK)
  • E-invoicing (Australia)
  • Accounting platforms shortlisted and compared against your requirements
  • Your new platform configured, tested and ready for daily use
  • NetSuite set up for multi-entity, multi-currency operations
  • Opening balances and history moved across and reconciled line by line
  • Payroll, payments, CRM and inventory apps connected to your ledger
  • Manual tasks like bill capture and bank feeds automated where it pays off
  • Finance workflows mapped, simplified and documented end to end
  • Month-end close cut from weeks to days with a clear checklist
  • Spend and payment approvals set up with the right sign-off limits
  • Roles split so no single person controls a transaction end to end
  • Written policies for expenses, purchasing, credit and payments
  • Controls documented and tested ahead of a SOX review
  • Records and software set up to meet MTD requirements
  • Peppol e-invoicing set up for sending and receiving invoices
Ask about Financial Consulting Add to enquiry

Non-profit Consulting

Fund accounting, donor and grant reporting, restricted-fund tracking, and board-ready statements.

  • Grant budgets
  • Cost allocation
  • In-kind donations
  • Donor reconciliation
  • Fund releases
  • Treasurer support
  • Audit preparation
  • Form 990 (US)
  • Single Audit (US)
  • Charities SORP (UK)
  • Gift Aid (UK)
  • T3010 return (Canada)
  • ACNC reporting (Australia)
  • Budgets for each grant, built to funder rules and tracked against spend
  • Shared costs like staff, rent and overheads split fairly across programmes
  • Donated goods, services and volunteer time valued and recorded correctly
  • Your donor database matched to the ledger, so every gift is accounted for
  • Restricted funds released as conditions are met, with a clear trail
  • Plain-language reports and guidance for your treasurer and board
  • Schedules and records ready for your independent audit or examination
  • Form 990 prepared, with functional expenses split by programme, admin and fundraising
  • Federal grant records prepared to Uniform Guidance for your Single Audit
  • Annual accounts prepared to the Charities SORP
  • Gift Aid claims prepared and submitted to HMRC
  • The annual registered charity information return prepared for the CRA
  • Annual Information Statement and financial report prepared for the ACNC
Ask about Non-profit Consulting Add to enquiry

Why firms hand us their ledger

We are measured by whether your figures hold up when someone checks them. Everything below exists to make that true.

  • Qualified people on your ledger

    Your books are handled by qualified accountants, not handed to a queue of unsupervised juniors.

  • Every figure has a trail

    Each balance links back to the source documents and reconciliations that support it, so anyone checking can follow it.

  • We work inside your systems

    We use your accounting platform and your file structure, so nothing is locked inside ours when the work is done.

  • Fixed scope quoted upfront

    You get the scope, deliverables and fee in writing before work starts, and changes are agreed before they are billed.

  • Close dates you can plan around

    Close and reporting dates are agreed at the start, and we tell you early if one is at risk.

  • Non-profit fluency

    Fund accounting, restricted income and grant reporting are part of our core work, not an afterthought.

How we work

From the first call to reports that arrive on a date.

  1. 1

    Tell us what's slowing you down

    A 30-minute call about your books, your systems and the deadlines that matter to you.

    30-min call
  2. 2

    We scope it in writing

    Responsibilities, deliverables, dates and fee, set out in writing before any work starts.

    Written scope
  3. 3

    We take it over cleanly

    Access set up, chart of accounts reviewed, backlog cleared, and the first close run with you.

    First close
  4. 4

    You get reports, on a date

    Reports arrive on the dates in your scope, with commentary on what moved.

    Dated reports

You see the scope, the deliverables and the fee in writing before any work starts.

Book a call

Tools do the volume. Accountants do the judgement.

Automation helps with the repetitive work, but nothing reaches you until a qualified person has checked it.

  • Rules you can read

    Repetitive coding follows written rules in your own platform, so anyone can see why an entry landed where it did.

  • A person on every close

    A qualified accountant reviews exceptions and judgement calls before anything is reported.

  • Checked twice

    A second reviewer signs off the close, so no report reaches you on one person’s word.

How a close is checked

  1. Source data captured Bank feeds, statements and invoices collected in your systems
  2. Rules and matching Routine coding and matches prepared where your platform allows
  3. Accountant review Exceptions and unusual items judged by a qualified accountant
  4. Second-person sign-off Another reviewer checks the close before it is reported
  5. Reporting Reports and commentary delivered on the agreed date

Platforms we work in

We work inside the tools you already use.

  • QuickBooks Online
  • Xero
  • Odoo
  • Zoho Books
  • Sage
  • NetSuite
  • FreshBooks
  • Wave
  • Excel & Sheets
  • Stripe
  • Shopify
  • Payroll and bill-pay tools

Not listed? Ask us — if it exports a ledger, we can work with it.

Ask on WhatsApp

Our work

The sectors we know well, and how engagements tend to unfold.

Industries

  • Professional services

    Time and project profitability, work-in-progress, and clean partner or owner drawings.

  • Ecommerce & retail

    Payment processor and marketplace payouts reconciled to orders, fees and refunds, with stock valued consistently.

  • Non-profits

    Restricted funds kept separate, grant conditions tracked, and statements a board can read.

  • Construction & trades

    Job costing, retentions and progress billing that match what is happening on site.

  • Healthcare practices

    Income from several payer types reconciled, with careful handling of sensitive records.

  • SaaS & agencies

    Deferred revenue, subscription metrics tied back to the ledger, and retainer billing that reconciles.

Client voice

What every engagement commits to

Service commitments

  • Your books are reconciled to the bank at every close, and you can see the working behind each figure.

  • Deliverables and dates are agreed in writing before work starts, and we tell you early if a date is at risk.

  • A qualified accountant prepares your work and a second person reviews it before it reaches you.

We publish client feedback only with permission, and we do not invent names, companies or ratings.

Questions

What do you take over, and what stays with us?
We take over the work set out in your written scope, such as recording, reconciling, closing and reporting. You keep ownership of your systems, approvals and payments, and you decide what gets paid and when. The scope lists both sides so nothing falls between them.

Do you work remotely and internationally?
Yes. Engagements are run remotely using your accounting platform, shared document storage and scheduled calls. We currently work with organisations in {{MARKETS}}.

Which accounting platforms do you work with?
We work inside the common cloud and desktop platforms, including QuickBooks Online, Xero, Odoo, Zoho Books, Sage and NetSuite, plus spreadsheets and payment tools. If your system exports a ledger, we can work with it. Ask us if yours is not listed.

How does pricing work?
We quote a fixed fee for a defined scope, in writing, before work starts. The fee depends on transaction volume, the number of accounts and entities, and the reports you need. If the scope needs to change, we agree the change before it is billed. {{PRICING_NOTE}}

How do you keep our financial data secure?
We work inside your own systems with user access you grant and can remove at any time, rather than copying your ledger elsewhere. Access is limited to the people working on your engagement. {{SECURITY_PRACTICES}}

Who does the work, and who reviews it?
Your work is prepared by a qualified accountant and reviewed by a second person before it reaches you. You will know who both people are from the start. {{REVIEWER_CREDENTIALS}}

How quickly can you catch up books that are behind?
It depends on how many months are behind and how complete the records are. After the first call we review a sample and give you a written catch-up plan with dates. Current months are usually kept moving while the backlog is cleared.

Can you work alongside our existing accountant or auditor?
Yes. We can prepare the books and schedules your accountant or auditor works from, and answer their queries directly. The scope sets out who does what so work is not duplicated.

What do we receive each month?
That depends on your scope, but typically reconciled accounts, a closed period and a reporting pack with commentary. Each deliverable has a date agreed at the start. You also get a short list of any items we need you to explain.

How do we start, and how do we stop?
Start by booking a call or sending an enquiry, and we will follow up with a written scope. If you decide to stop, we hand over your records, reconciliations and working papers in an orderly way. {{NOTICE_PERIOD}}

Still deciding? Ask us directly.

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