Burlingham Financial ServicesA month-end close checklist for small businesses
Ten steps to close your books properly every month, in the right order.
Outsourced bookkeeping and accounts
Bookkeeping that shows you where your business stands.
Outsourced bookkeeping for growing businesses and the accountancy firms that look after them. Every month your books are reconciled accurately, then analysed and interpreted into expert commentary on your cash, profit and what matters most, so you can make decisions with confidence.
Xero certified, QuickBooks expert
Fixed fees, no surprises
Accurate records, always in your control
Regular, clear updates you can rely on
Who I work with
Two kinds of client, one standard of work
For businesses
Books you never have to worry about
- Monthly bookkeeping, reconciled and reviewed
- Payroll and company admin handled
- A clear monthly summary of your numbers
- Works alongside your existing accountant
For accountancy firms
Extra capacity without the extra hire
- White-label bookkeeping under your brand
- Records prepared to trial balance for year end
- Payroll, company secretarial and Xero migrations
- NDA and data processing agreement as standard
Services
Everything between your bank feed and your accountant
Monthly bookkeeping
Your books kept up to date, reconciled and reviewed every month, with informative analysis of what the numbers show.
£45–£450 a month →Catch-up and clean-up
Months behind, or a Xero file you no longer trust? I'll bring your records up to date and reconciled.
£150–£900 one-off →Management accounts
Monthly or quarterly reports on profit, cash and the numbers that drive your business, for your own decisions.
£50–£120 a month →Payroll processing
Accurate payroll, payslips, pension auto-enrolment and RTI submissions, run on time every pay day.
£25–£40 a month →Company secretarial
Companies House filings and statutory records kept in order, so nothing is missed.
£12–£25 a month →Systems implementation
Xero set up properly, the right apps connected and your team trained, so the books almost run themselves.
Included with monthly bookkeeping →My approach to bookkeeping
Bookkeeping that helps you run your business
Bank feeds and apps now do most of the typing. What matters is having someone check your figures every month and explain what they mean for you.
About monthly bookkeepingYour books stay up to date
Transactions come in automatically from your bank and receipt apps. I check and reconcile them, so your figures are always accurate.
I look at what has changed
I compare your sales, costs, margins and cash with last month and last year, so trends and problems show up early.
You get a clear summary
Informative analysis of how the business is doing, what needs your attention and what's coming up. If you want to talk it through, we'll arrange a call.
Pricing
Fixed monthly fees, published up front
No hourly surprises. Your fee is agreed in writing before any work starts.
Meet your bookkeeper
Hello, I'm Nicola
Big-firm experience, with a personal touch. I've spent over 12 years in top 10 UK accountancy firms, and I bring that same standard to your books. From your first call to every month end, you deal with me and only me.
Xero Certified SpecialistBased in Buckinghamshire
My promise to you
What you can expect from me
A reply within one working day
Questions answered quickly, so nothing sits waiting in your inbox.
Fixed fees, agreed upfront
Your fee is confirmed in writing before any work starts. No surprise bills.
One person, every time
You deal with me directly, so I know your business and you never have to explain things twice.
Numbers in plain English
A clear summary of what your figures mean and what needs your attention.
Working with your accountant
Tidy records handed over at year end, ready for your accountant to pick up.
Your data kept secure
Two-factor security on every system and handling in line with UK GDPR.
Insights
Practical guides for business owners and practices
Questions
Common questions
Can you work with my accountant?
Yes. I work alongside your accountant and hand over clean, reconciled records at year end. If you don't have one yet, I can introduce you to one.
Which software do you use?
I'm a Xero Certified Specialist and also work in QuickBooks and FreeAgent, along with apps such as Dext, Hubdoc, ApprovalMax and Apron.
How do I get my paperwork to you?
Mostly it happens automatically. Bank feeds bring in transactions and you snap receipts with an app. Anything else can be shared through a secure online folder.
How quickly can you start?
Usually within two weeks of agreeing a quote. Catch-up work starts once I've reviewed your records.
Is my data secure?
Yes. Every system I use has two-factor authentication, files are stored encrypted, and I follow UK GDPR. Accountancy firms get a data processing agreement as standard.
Let's talk about your books
A free 20-minute call to understand what you need. You'll get a fixed quote in writing afterwards.