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Tax and finance · Best tools

Business Finance Tools I Use

The short finance stack behind my companies, and why it stays short.

By Chris G Jones · · 3 min read

Three tools, one habit

Xero for accounting, Stripe for payments, and a bookkeeper who reconciles monthly. QuickBooks where a smaller entity suits it better.

The habit matters more than the tools: reconcile every month, without exception.

Why it stays this small

Every additional finance tool creates a reconciliation problem.

  • One accounting platform, not two
  • One payment processor
  • Deposits collected by payment link before work starts
  • Monthly management figures reviewed, not filed

Clean books make everything easier

Pricing, cash flow forecasting and lending decisions all improve. So does evidencing any tax relief claim, which is where Reclaim Tax UK picks it up.