Overview
Poorly kept books can leave you paying more tax than you owe. We structure your bookkeeping within the legal requirements so that every legitimate saving on tax and VAT is available to you. That leaves you free to win customers rather than chase receipts.
What’s included
- Cloud bookkeeping on Xero, Sage, QuickBooks and Dext
- Bank reconciliation and purchase and sales ledgers
- Structured with tax and VAT efficiency in mind
- Monthly or quarterly, depending on your business
Sole traders, partnerships, limited companies, charities and professional practices of every size.
How we begin
- 01
A no-obligation meeting
At our office, at your premises or by phone, whichever suits you. Take our advice whether or not you appoint us. There is no hard sell and no chasing.
- 02
Written recommendations and a fixed fee
We put in writing the services we recommend and the maximum fee you will pay. Pay monthly, in instalments or in full, by card if you prefer.
- 03
We handle the switch
Sign the authority forms. We deal with your previous accountant and HMRC to make the handover seamless.
Common questions
Can you take over from my current accountant mid-year?
Yes. Sign our authority forms and we deal with your previous accountant and HMRC directly to make the handover seamless.
Which software do you work with?
Xero, Sage, QuickBooks and Dext, along with Modulr, BrightHR and TripCatcher for payments, HR and mileage.
How are fees agreed?
In writing, before we start, as a maximum fee. You can pay monthly, in instalments or in full, by card if you prefer.