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BOOKKEEPING SERVICES - CASTLE EDEN & UK-WIDE

Bookkeeping.
Less on your plate.

Keep your business records organised with practical bookkeeping support. We’ll handle the agreed work, explain what we need and help you stay on top of the everyday numbers.

 

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A clear routine for your records

A dedicated point of contact

Scope and fees agreed before we start

THE EVERYDAY WORK, TAKEN CARE OF

From transactions
to organised records.

Good bookkeeping starts with knowing what happened in your business. We bring the records together and work through the details that need attention.

01 /  RECORD

Put transactions in order.

We record and categorise sales, purchases and expenses from the information you provide, building a consistent picture of your business activity.

02 /  RECONCILE

Check the records match.

We compare your bookkeeping with business bank and card statements, identifying differences and asking for clarification where needed.

03 / REVIEW 

Keep the next step clear.

We flag missing information and unresolved items, helping you understand what still needs attention before the records are used for reporting.

Know what’s included.

VAT returns, payroll, annual accounts and tax returns are agreed separately unless included in your package. We’ll also make clear whether software subscriptions and any catch-up work are included.

WORKING TOGETHER

You share the detail.
We bring it together.

We’ll agree a simple way to supply your records and ask for anything else we need. Here’s the information we’ll usually discuss.

Sales and money received

Sales invoices, payment-platform reports and details of other business income.

Purchases and expenses

Supplier invoices, receipts and a short explanation where the business purpose is not obvious.

Bank and card activity

Business bank and card statements, plus details of transfers, loans or personal payments affecting the business.

Access and context

Appropriate access to your accounting software, existing records and information about how your business works.

RECORDS NEED SOME ATTENTION?

Start with what you have.

You don’t need to organise everything before speaking to us. Whether you need regular support, catch-up work or help with specific tasks, tell us what’s available and any deadlines ahead. We’ll explain a practical way forward.

GETTING STARTED

Four steps.
A clearer routine.

Know what we’ll handle, what you’ll provide and how we’ll keep in touch.

Review your starting point.

We look at your business, the records you keep, your software and the periods that need attention.

Agree a practical routine.

We confirm the tasks, frequency, fee and how you’ll share information with us.

Bring the records together.

We carry out the agreed bookkeeping, check transactions and raise questions about missing or unclear information.

Review and keep moving.

We explain any outstanding items and agree what you need to provide for the next period.

KEEP THE WORK CONNECTED

Better records.
A clearer next step.

Bring bookkeeping together with the reporting support your business needs. We’ll agree the services and responsibilities with you.

Bring your year-end accounts and Corporation Tax work together.

​Prepare your VAT reporting from organised business records.

Support with your self-employed income and personal tax return.

BEFORE WE GET STARTED

Your bookkeeping
questions, answered.

Not sure how the arrangement would work for you? Start here, or speak to us about your business.

LET'S MAKE A START

Your next VAT return.
A clearer way forward.

Tell us about your business, your VAT records and the support you need. We’ll explain how to get started.

Based in Castle Eden. Supporting limited companies across the North East and UK.

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