Bookkeeping
Accurate, up to date records that keep your business organised, save you time, and make tax returns straightforward.
Transaction recording
Every sale, purchase and expense recorded accurately and in the right category. Well kept records are the foundation for everything else, from VAT returns to knowing whether your business is making money.
What’s included
- Recording sales, purchases and expenses
- Categorising transactions correctly
- Keeping your records up to date through the year
- Flagging missing receipts or invoices
What I’ll need from you
- Sales invoices and receipts
- Purchase invoices and expense receipts
- Access to your business bank account records
Account reconciliation
Your records matched against your bank and card statements, so duplicates, errors and missing items are caught early. It’s the check that gives you confidence your figures are right.
What’s included
- Matching records to bank and card statements
- Investigating and correcting differences
- Identifying duplicate or missing transactions
- Regular reconciliation, not just at year end
What I’ll need from you
- Bank and credit card statements
- Answers to occasional questions about unclear items
Payroll support
If you employ staff, payroll has to be run accurately and reported to HMRC each time you pay them. I can support you with running payroll and keeping payroll records in order.
What’s included
- Support with running payroll
- Help keeping payroll records accurate
- Guidance on what HMRC expects each pay period
- Answering payroll questions as they come up
What I’ll need from you
- Employee details and pay information
- Hours, overtime or changes each pay period
- Details of any starters and leavers
Financial reporting
Clear reports that show how your business is performing: what’s coming in, what’s going out, and what’s left. Useful for planning, for your bank, and for peace of mind.
What’s included
- Profit and loss reports
- Summaries of income and spending
- Reports explained in plain English
- Figures ready for tax returns and year end
What I’ll need from you
- Up to date bookkeeping records
- Any questions you’d like the reports to answer
Start with a free consultation
Talk through your business with a qualified accountant, then try a month of bookkeeping at no cost. No obligation either way.