What’s included
- Bookkeeping and day-to-day transaction records
- Bank and account reconciliations
- Management accounts, where useful for your business
- Year-end accounts preparation
- Reporting that gives you real financial visibility
- Support setting up and using cloud accounting software
Who it’s for
Sole traders, partnerships, limited companies, and charities who want their records kept accurately and accounts prepared properly. Whether you're handling it yourself, working with a bookkeeper, or moving from another accountant.
What you receive
Reconciled, up-to-date records. Accounts prepared on time. And straightforward explanations of what your numbers mean—not just figures. How often you hear from us (monthly, quarterly, or annually) is up to you.
Common questions
How often will I receive accounts or reports?
It depends on what you need. Some clients want monthly management accounts, others need only annual statutory accounts. We agree a reporting rhythm that matches how you run your organisation.
Can you work with the software I already use?
In most cases, yes. We're comfortable working with common cloud accounting platforms, and can advise on switching if your current setup is holding you back.
What if my bookkeeping is behind or in a mess?
This is a common starting point. We'll assess where things stand, agree a plan to bring your records up to date, and take it from there — without judgement.
Do you offer fixed fees?
We agree the scope of work with you up front so you know what to expect. Get in touch with a few details about your organisation and we'll talk through the right approach.