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.
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.
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.
