At RizFin, we focus on providing 3 clear financial tools for small business owners to simplify financial processes and empower you to manage your business with clarity and confidence. These tools aren’t just about convenience — they are designed to bring consistency, improve organisation, and reduce risk for small businesses across Ireland.
With the right systems in place, your financial management becomes easier to maintain, your reporting more accurate, and your compliance stress-free. These 3 clear financial tools for small business are how we help you stay organised, efficient, and Revenue-ready.
You can learn more about how we support small businesses here on our services page.
💻 Core Platform: Google Sheets
Google Sheets is one of the 3 clear financial tools for small business because of its flexibility, accessibility, and efficiency.
What it does:
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Bookkeeping, VAT tracking, payroll, and corporation tax reporting
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Custom formulas to manage data and provide real-time insights
Why we use it:
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Fully customisable to meet your specific business needs
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Offers real-time reporting, giving you clarity over your finances
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Efficiently tracks VAT, payroll, and tax all in one place
Real-life benefit:
One of our clients struggled to track multiple income streams and VAT records. With our structured Google Sheets templates, they now have accurate, up-to-date reports that keep them on track for deadlines and compliance.
Who pays:
➡️ Client (Templates and training provided as part of our onboarding.)
Learn more about Irish VAT requirements on Revenue.ie.
📁 RizFin Client Portal: Secure Document Management
Our Client Portal is another of the 3 clear financial tools for small business that supports secure, organised financial management.
What it does:
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Secure uploads for receipts, bank statements, payroll details, and more
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Task management, document approvals, and secure communication
Why we use it:
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Keeps sensitive documents secure and organised
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Streamlines communication and document management
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Reduces email back-and-forth by keeping everything in one place
Real-life benefit:
Clients appreciate having one secure, accessible platform for all financial records, saving time and reducing errors.
Who pays:
➡️ Included in our service at no extra cost.
📄 Microsoft Word: Clear Financial Statements
For professional reporting, we use Microsoft Word to generate unaudited financial statements. This forms the third of our 3 clear financial tools for small business.
What it does:
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Prepares Profit & Loss, Balance Sheet, and Trial Balance reports
Why we use it:
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Delivers clear, professional reports for internal or external use
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Ensures your statements are accurate, well-formatted, and ready for accountants, lenders, or grant applications
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Supports your compliance with Revenue requirements
Who pays:
➡️ Included in our service as standard.
🧾 Summary Table
| Tool | What It Does | Who Pays |
|---|---|---|
| Google Sheets | Bookkeeping, VAT, payroll, tax reporting | Client (templates and training provided) |
| RizFin Client Portal | Secure uploads for receipts & documents | RizFin (included in service) |
| Microsoft Word | Unaudited financial statements | RizFin (included in service) |
💬 Questions About Financial Tools?
Every business is unique, so we tailor these 3 clear financial tools for small business to suit your stage and goals. If you’d prefer alternative tools, we can adapt — what matters most is ensuring your workflow stays organised and efficient.
Common Questions:
What if I’m not confident with spreadsheets?
No problem. We provide clear, practical training and templates.
Do I need to use all these tools?
No. We recommend what’s right for your business now and can adapt as you grow.
Visit our Home page to learn more about how we help Irish businesses stay financially organised.
Why These 3 Clear Financial Tools Matter
Each of these tools supports clarity, consistency, and efficiency. With RizFin, you’re not just getting bookkeeping — you’re gaining access to 3 clear financial tools for small business that make compliance simpler, reporting easier, and decision-making more confident.
If you’re ready to simplify your financial processes and focus on growing your business, contact us today to get started.
