Bookkeeping & reconciliations
Keep accounting records organised and work through bank reconciliations, supporting documents and transaction queries.
Discuss your recordsREMOTE BOOKKEEPING & FINANCE SUPPORT
Clear books.
Practical finance
support.
Keep your records organised, understand your numbers and give your next business decision a clearer starting point.
Discuss your bookkeeping needsFor owner-managed businesses. Delivered remotely.
MONTHLY BUSINESS VIEWILLUSTRATIVE
A clearer view of the month.
RecordsOrganised
ReconciliationsReviewed
Outstanding queriesVisible
Next stepsUnderstood
BOOKKEEPINGRECONCILIATIONSREPORTINGFINANCE SUPPORT
SUPPORT THAT FITS YOUR BUSINESS
Bring the day-to-day detail
into a clearer picture.
Start with the support you need. Agree the scope, responsibilities and reporting rhythm before work begins.
Debtors & creditors support
Understand outstanding balances, organise supporting information and keep follow-up items visible.
Discuss your controlsReporting & finance support
Make use of management reporting, budget comparisons and cash-flow support to understand your business position.
Discuss your reportingServices and turnaround times depend on the agreed scope and the records available.
A CLEAR WORKING RELATIONSHIP
Know what happens next.
Discuss
Talk through your business, current records and the support you need.
Agree
Confirm the work, responsibilities, fees and timeframes in writing.
Organise
Agree authorised access, provide source documents and establish the starting position.
Review
Work through the agreed cycle with visible queries, reports and next steps.
THE PERSON BEHIND MATTLY
Financial detail.
Operational understanding.
Led by Edward Lessing, MATTLY brings practical experience in financial reporting, budgeting, reconciliations and day-to-day financial administration. The service is designed for small and owner-managed businesses across industries.
Business records tell an operational story. The aim is to help you connect the figures to the questions that matter: what changed, what needs attention and what to do next.
Let’s discuss your businessREPORTING WITH A PURPOSE
Useful information.
A practical next step.
A monthly report can bring results, movements, open queries and follow-up actions together in one place.
Discuss the reporting you needMONTHLY MANAGEMENT VIEWFICTIONAL EXAMPLE
September 2026
RevenueR120,000
Operating profitR25,000
- Direct costs
- R45,000
- Gross profit
- R75,000
- Operating expenses
- R50,000
Illustrative figures only. Operating profit excludes finance costs and tax.
Next step
Review open queries and agree the priorities for the next reporting cycle.
BEFORE WE GET STARTED
A few practical questions.
Can we work together remotely?
Yes. The working arrangement starts with agreed document sharing, authorised system access where needed and a clear communication routine.
What if my records are behind?
Start with an assessment of the periods involved, the supporting records and the last reliable balances. Catch-up work can then be scoped separately.
How are fees determined?
Fees are agreed after reviewing the volume, complexity, condition of the records and the support required. Fees and scope are confirmed before work begins.
What do I need to provide?
This depends on the work. An agreed document checklist will set out the records, reporting periods and authorised access required.
Are tax, audit or statutory services included?
Do not assume these are included. Confirm any requirement before work starts; only services expressly agreed in the engagement form part of the scope.
LET’S START WITH YOUR BUSINESS
What would make your
month-end easier?
Tell us what you need help with. Keep this first enquiry brief; financial records can be requested later through an agreed channel.
Prepare your enquiry below, then open WhatsApp to send it to Edward. Your message is sent only when you choose Send in WhatsApp. You can also call 072 509 0537.