Services

 Keeping your books accurate and up to date gives you a clearer picture of your business and means less time spent dealing with paperwork.

I offer flexible bookkeeping support on a monthly, quarterly or annual basis, tailored to the size of your business and the way you prefer to work.

Bookkeeping services can include:

• Recording sales and purchase transactions
• Bank and credit card reconciliations
• Processing invoices, bills, receipts and expenses
• Maintaining accurate customer and supplier records
• Reviewing and correcting bookkeeping records
• Multi-currency bookkeeping where required
• Working with cloud accounting software, spreadsheets or traditional cashbooks
• Preparing your bookkeeping records for VAT returns, Self Assessment or year-end accounts

Fees are based on the volume of transactions and the level of support required.

 VAT can be time-consuming, but keeping your records accurate throughout the period can make the process much more straightforward.

I can prepare and submit your VAT returns to HMRC, whether I complete your ongoing bookkeeping or you maintain your own records.

VAT services can include:

• Preparing and submitting VAT returns to HMRC
• Reviewing your bookkeeping records before preparing the return
• Checking VAT has been recorded correctly on sales and purchases
• Reconciling VAT control accounts
• Identifying and investigating discrepancies
• Making Tax Digital compliant VAT submissions
• Supporting different VAT schemes where applicable
• Helping with VAT registration and deregistration
• Liaising with you regarding VAT liabilities and submission/payment deadlines

Fees are based on the complexity of your VAT records and the level of support required.

 Managing payroll involves more than simply calculating wages. I can take care of the regular payroll process and help you stay on top of your ongoing employer responsibilities.

Payroll can be processed weekly, fortnightly, four-weekly or monthly, depending on how your business operates.

Payroll services can include:

• Calculating employee pay, tax and National Insurance
• Processing starters and leavers
• Producing and issuing payslips
• Submitting Real Time Information (RTI) returns to HMRC
• Calculating statutory payments where applicable
• Workplace pension processing and submissions
• Managing employee annual leave where included in your payroll package
• Processing salary sacrifice arrangements where applicable
• Providing payroll reports and PAYE/NIC payment information
• Completing payroll year-end procedures
• Preparing P60s for employees
• P11D support where required

Fees are based on the number of employees and the level of payroll support required, including pensions, leave management, variable hours, expenses and benefits where applicable. 

 Self Assessment doesn't need to be a last-minute rush. I can prepare and submit your tax return using the information you provide, helping you understand what is required and keeping you informed of the relevant filing and payment deadlines.

I can support sole traders, directors and other individuals with Self Assessment tax returns, with the service tailored to the sources of income that need to be reported.

Self Assessment services can include:

• Preparing and submitting your Self Assessment tax return to HMRC
• Preparing sole trader accounts and self-employment pages
• Reporting employment and pension income
• Reporting UK property income
• Reporting savings, interest and dividend income
• Including other relevant income sources where within the scope of the service
• Reviewing information provided and identifying additional information required
• Calculating your Self Assessment tax liability
• Advising you of filing and payment deadlines
• Providing your completed tax return and tax calculation for approval before submission
• Liaising with HMRC regarding the return where required

Fees are based on the number and type of income sources, quality of records and the complexity of your tax return. 

 Making Tax Digital (MTD) for Income Tax is changing the way many sole traders and landlords keep their records and report information to HMRC.

I can help you understand what MTD means for you, get set up with a suitable record-keeping system and provide ongoing support throughout the year.

MTD for Income Tax services can include:

• Checking when you may need to start using MTD for Income Tax
• Helping you get ready for MTD and register where required
• Setting up suitable digital record keeping
• Working with compatible accounting or bridging software
• Maintaining digital records of business or property income and expenses
• Preparing and submitting quarterly updates to HMRC
• Reviewing and reconciling your records throughout the year
• Keeping you informed of relevant submission deadlines
• Preparing and submitting your year-end Self Assessment tax return where included in your service
• Ongoing bookkeeping support to help you meet your MTD requirements

Fees are based on the number of qualifying income sources, record-keeping requirements and the level of ongoing support required. 

Accurate year-end accounts give you a clear picture of how your business has performed and provide the figures needed for your Self Assessment tax return.

I can prepare year-end accounts for sole traders and partnerships, whether I maintain your bookkeeping throughout the year or you provide your own completed records.

Accounts preparation services can include:

• Preparing year-end accounts from your bookkeeping records
• Reviewing the completeness and accuracy of the records provided
• Reconciling bank, credit card and other balance sheet accounts
• Reviewing income and expenditure classifications
• Preparing year-end accounting adjustments where required
• Reviewing fixed assets and calculating depreciation
• Reviewing outstanding debtors and creditors where applicable
• Preparing profit and loss and balance sheet reports
• Preparing sole trader or partnership accounts for Self Assessment purposes
• Discussing the completed accounts with you and explaining the key figures
• Providing final accounts for your records

Fees are based on the type of business, quality of the records provided and the level of year-end work required. 

Management accounts give you a clearer picture of how your business is performing throughout the year, helping you understand your figures and make informed business decisions.

I can prepare management accounts on a monthly or quarterly basis, with the level of reporting tailored to your business and the information that is most useful to you.

Management accounts services can include:

• Preparing monthly or quarterly management accounts
• Profit and loss reporting
• Balance sheet reporting
• Reviewing income, costs and profitability
• Comparing actual results with previous periods
• Highlighting significant movements and variances
• Reviewing outstanding customers and suppliers
• Monitoring key financial figures relevant to your business
• Providing clear commentary to help you understand the figures
• Quarterly review meetings where included in your package
• Tailoring reports to focus on the areas most relevant to your business

Fees are based on the frequency and level of reporting required. 

Keeping on top of unpaid invoices is important for maintaining healthy cash flow, but chasing customers for payment can be time-consuming.

I can provide regular credit control support, helping you keep track of outstanding invoices and follow up overdue balances professionally and consistently.

Credit control services can include:

• Monitoring outstanding customer invoices
• Reviewing aged receivables and identifying overdue accounts
• Sending customer statements
• Sending payment reminders for overdue invoices
• Following up outstanding balances by email
• Contacting customers regarding overdue accounts where agreed
• Recording customer queries and disputed invoices
• Keeping you informed of overdue and problem accounts
• Allocating customer payments and keeping the sales ledger up to date
• Providing regular aged debt reports
• Working alongside your bookkeeping and invoicing processes where required

Fees are based on the volume of customers, frequency of follow-up and the level of support required. 

If your bookkeeping has fallen behind, your records need tidying up or your current system is no longer working for you, I can help get everything back on track.

Whether it's a few months of outstanding bookkeeping, historical records that need reviewing or moving to a new accounting system, the service can be tailored around what needs to be done.

Catch-up, tidy-up and migration services can include:

• Bringing overdue bookkeeping records up to date
• Reviewing existing bookkeeping and identifying errors or inconsistencies
• Correcting transaction coding and account allocations
• Completing outstanding bank and credit card reconciliations
• Reviewing customer and supplier balances
• Investigating and correcting unreconciled or duplicated transactions
• Tidying up the chart of accounts where required
• Bringing opening balances and historical information up to date
• Moving bookkeeping records to new accounting software
• Setting up the new system ready for ongoing bookkeeping
• Providing ongoing bookkeeping support once the catch-up or migration is complete

Fees are based on the volume and condition of the records, the period to be brought up to date and the work required. 

Whether you're starting from scratch, moving away from spreadsheets or simply want to get more confident with your accounting software, I can help you get set up and show you how to use it effectively.

Support can be tailored to your experience and the way your business operates, from initial software setup to practical one-to-one training.

Software setup and training can include:

• Setting up new accounting software for your business
• Reviewing and configuring your chart of accounts
• Setting up customers and suppliers
• Setting up bank accounts and bank feeds where available
• Configuring VAT settings where applicable
• Setting up invoice templates and business details
• Helping you understand how to record everyday income and expenses
• Showing you how to raise sales invoices and record customer payments
• Showing you how to enter bills and record supplier payments
• Explaining how to reconcile your bank accounts
• One-to-one software training tailored to your needs
• Ongoing support if you need help after your initial setup

Fees are based on the software, setup requirements and the level of training or ongoing support required. 

Every business is different, and you don't need to know exactly which service you need before getting in touch.

Tell me a little about your business and how you're currently managing your accounts, and we can discuss the support that would work best for you.

All fees are agreed in advance based on your individual requirements, so you'll know what you're paying before any work begins.