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For small and medium businesses

Bookkeeping you don't have to think about

Your books reconciled every month, payroll run on time and your company admin in order. You get a clear picture of your numbers, and your accountant gets clean records at year end.

Monthly bookkeeping
£45–£450 a month
Software
Xero, QuickBooks or FreeAgent
Works with
Your existing accountant
Your contact
The same person, every time

Who I help

Built around how your business is set up

Sole traders

Simple monthly bookkeeping and digital records that keep you ready for your accountant and for Making Tax Digital.

Limited companies

Bookkeeping, payroll, management accounts and Companies House admin handled in one place.

Partnerships

One set of reliable books that every partner can see, with drawings and capital accounts kept straight.

Each month

What happens to your books every month

A set routine of checks every month, with anything that needs your attention flagged straight away.

Closing your books for October4 of 6 checks done
  • Bank and card accounts reconciledDone
  • Sales invoices matched to paymentsDone
  • Supplier bills approved and postedDone
  • Payroll journal postedDone
  • Control accounts reviewedToday
  • Monthly summary sent to youNext
Flagged this month: two customer invoices are over 60 days old, totalling £4,150.
An example of the monthly checks I complete for every client

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 bookkeeping
  1. Your 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.

  2. 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.

  3. 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.

Getting started

Simple to switch

  1. Free call

    A 20-minute video call about your business and what you need.

  2. Fixed quote

    A clear monthly fee in writing, with no hourly billing.

  3. Set-up

    I connect your bank feeds and apps, and contact your old bookkeeper if you have one.

  4. Monthly rhythm

    Your books reconciled and reviewed every month, with your summary straight after.

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.