Bookkeeping support
Keep your books organised. Stay focused on your business.
Practical bookkeeping support to help you maintain clear records and understand your day-to-day business finances.
What we can help with
Six practical services, grouped by the job they do. You choose the support that fits how your business runs.
Day-to-day records
The everyday entries that everything else depends on.
Recording and categorising income and expenses
Each sale and each cost is entered and given a clear category, so you can see where money comes from and where it goes.
Organising invoices and receipts
Invoices and receipts are gathered, named and filed in one place, so any record can be found when it is needed.
Money in and out
Checking the figures against the bank, and keeping track of what is still to be paid.
Bank reconciliation
Your records are checked against your bank statements, so the figures agree and anything missing or entered twice is picked up.
Tracking outstanding customer invoices and supplier bills
A clear list of who owes you, what you owe and when each payment is due.
Month end and handover
A clear picture each month, and records that are ready when your accountant needs them.
See a sample summaryPreparing monthly income and expense summaries
A short summary each month of money in, money out and the difference between them.
Organising records for handover to your accountant
Records arranged so your accountant can find what they need for their part of the work.
Tax advice, audits, statutory accounts and tax return submissions are not included. What this does not include
A clear picture of your month.
Organised records let you see money in, money out and what is still outstanding. This preview shows the kind of information a monthly summary covers. How yours is presented is agreed with you.
Monthly summary
A fictional local bakery
April to September, as at 30 September
Income and expenses
- Income
- Expenses
- Income less expenses, September
- £4,200
- Income
- £16,900
- Expenses
- £12,700
Income was higher than expenses in every month shown. Income ranged from £13,900 in August to £16,900 in September. Expenses ranged from £11,600 in April to £13,400 in July.
View as table
| Month | Income | Expenses | Difference |
|---|---|---|---|
| April | £14,200 | £11,600 | £2,600 |
| May | £15,100 | £12,050 | £3,050 |
| June | £16,400 | £12,900 | £3,500 |
| July | £15,800 | £13,400 | £2,400 |
| August | £13,900 | £12,200 | £1,700 |
| September | £16,900 | £12,700 | £4,200 |
Recent transactions
Matched to the bank statement
- 29 SepCard takingsSales+£1,284.60
- 29 SepFlour and dry goodsIngredients-£842.50
- 26 SepWholesale order, caféSales+£460.00
- 25 SepElectricityUtilities-£312.18
- 24 SepBoxes and bagsPackaging-£146.40
Outstanding
Owed to you
Total £1,880.00
Wholesale café account
INV-0412,4 days overdue
£1,240.00
Office catering order
INV-0418,Due 6 Oct
£640.00
You owe
Total £611.00
Packaging supplier
Due 10 Oct
£386.00
Oven servicing
Due 15 Oct
£225.00
From a pile of paperwork to a clear picture.
How bookkeeping support works, from a first conversation to a clear monthly summary. How often we work together is agreed once we know what you need.
Talk
We talk about how your records are kept today and where you would like help.
We cover
- What you use now, including spreadsheets
- Which services you need
- Ongoing support, a one-off catch-up, or both
Agree
We agree the scope together, and you receive a quote based on your requirements.
You receive
- A clear scope of what is included
- A quote for that scope
- An agreed way to share your records
Organise
Income and expenses are recorded, categorised and checked against your bank. Paperwork is filed.
Includes
- Transactions recorded and categorised
- Bank reconciliation
- Invoices, receipts and outstanding payments kept in order
Review
You get a clear monthly summary, and your records stay ready for your accountant.
You receive
- A monthly income and expense summary
- Records organised for handover to your accountant
What this does not include
Bookkeeping support keeps your records organised. The following stay with your accountant.
- Tax advice
- Audits
- Statutory accounts
- Tax return submissions
We are not chartered accountants, and we are not a regulated accountancy practice.
We work alongside your accountant, not instead of them. We can organise your records so they are ready to hand over.
Questions about bookkeeping.
Are you an accountant?
No. We are not chartered accountants and we are not a regulated accountancy practice. We provide bookkeeping support: keeping your day-to-day records organised and up to date. We work alongside your accountant, not instead of them.
Can you help with a backlog?
Yes. If your records have fallen behind, a one-off catch-up can bring them up to date. We look at what you have first, then agree the scope and a quote before any work starts.
How is pricing worked out?
Prices are not published because every business is different. A quote depends on how many transactions you have, how often you would like support, and whether it is ongoing or a one-off catch-up. Tell us about your books and you will receive a quote based on your requirements.
How do I share my records?
Please do not send bank statements, receipts or other financial documents through the enquiry form. Once we have talked, we agree together how your records will be shared.
Do I need to use particular software?
No. We can work with what you use today, including spreadsheets, once we have talked through how your records are kept.
Do you provide tax advice or file returns?
No. Bookkeeping support does not include tax advice, audits, statutory accounts or tax return submissions. Those stay with your accountant. We can organise your records so they are ready to hand over.
Tell us about your books.
Share a little about your business and how your records are kept today.
What happens next
- We read your enquiry and reply with a few questions or a time to talk.
- We agree what support you need: ongoing, a one-off catch-up, or both.
- You receive a quote based on your requirements before any work starts.
Please do not include bank details, statements or other financial documents in this form. We agree how records are shared once we have talked.