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Leopartis Advisory engagement
Records and Month-End Set-up
Choose it when: You need books a lender or investor will accept, and a close your team can repeat.
The problem it solves
Your records cannot support a loan application, an investor conversation or a tax enquiry, and every month-end is improvised.
What we do
- Design a chart of accounts that fits how you sell and spend
- Bring the current year's records up to date
- Set up Lucrive with your clients, invoice numbering and expense categories
- Write a month-end close checklist and run the first close with your team
What you receive
- Chart of accounts and a filing structure for documents
- A month-end close checklist with owners and deadlines
- Lucrive configured and in use
- A recorded handover session for your staff
What we need from you
- The current year's bank statements and invoices
- One person who will own the records after handover
- Two hours a week of that person's time during the engagement
Not included: preparing statutory accounts or filing returns. We prepare the records your accountant needs.Fee: fixed, set in the engagement letter.
Other engagements
- Records and Controls Health Check (2 weeks): You want an outside view of how money is recorded and approved, and where it leaks.
- Pricing and Margin Review (3 weeks): You sell several products or services and do not know which ones make money.
- Tax Readiness, Nigeria Tax Act 2025 (2 to 3 weeks): You are unsure which 2026 rules apply to you and want your records ready for them.
- AI and Process Automation (3 to 4 weeks): Staff spend hours on repetitive admin and you want it done by tools, safely.
- Monthly Finance Partner (Monthly, minimum 3 months): Your records are in order and you want someone checking them every month.