Bookkeeping Packages

Compliance • Pro-Active • Virtual Finance Department

A Little Something For Everyone

Our bookkeeping packages allow you to choose the type of service that is right for you and your business and we can then tailor it to meet your needs.

We offer a free no obligation quotation to any business wanting to explore the cost of getting help with managing the finances in their business.

Our bookkeeping quotations are based on the volume of transactions and the complexity of your business.

We put this together with the type of service that you need from us and provide a tailored quotation. If you prefer to know exactly how much you will be paying each month so you get no surprises, fixed fees are available.

Our Bookkeeping Packages – An Overview

Compliance

For small and medium-sized businesses looking for HMRC compliance and reporting to support their business growth.

Posting of purchase invoices, expenses and cash transactions
Posting of basic sales information
Posting of bank transactions
Bank, credit card & PDQ reconciliations
Payroll (and other) journals
Financial report pack
Year-end checks and pack for Accountant
Unlimited email and telephone support
Completing quarterly VAT return and submission

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Pro-Active

Everything in Compliance but with regular review meetings and support with planning, cash flow forecasting and budgeting.

Posting of purchase invoices, expenses and cash transactions
Posting of basic sales information
Posting of bank transactions
Bank, credit card & PDQ reconciliations
Payroll (and other) journals
Financial report pack
Year end checks and pack for Accountant
Unlimited email and telephone support
Completing quarterly VAT return and submission

Annual budget setting
Monthly cash flow
Monthly review meeting

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Virtual Finance Department

The ideal package for businesses who want a fully outsourced solution with all financial elements managed for you and your business.

Posting of purchase invoices, expenses and cash transactions
Posting of basic sales information
Posting of bank transactions
Bank, credit card & PDQ reconciliations
Payroll (and other) journals
Financial report pack
Year end checks and pack for Accountant
Unlimited email and telephone support
Completing quarterly VAT return and submission

Annual budget setting
Monthly cash flow
Monthly review meeting

Supplier payments
Credit control
Accounts queries
Payroll
Other financial administration

Get In Touch

Full details of our Bookkeeping Packages can be found on the Regular Bookkeeping page of this website.

Other related advisory services can always be bolted on through our introductions to specialists in the following fields: Financial Advisers, Business Growth Specialists, Part-Time Finance Directors, Accountants, Credit Management Specialists.

FAQ’s

Am I tied into an annual account or can I cancel?

Our engagement letter only asks for 1 months’ notice to cease working with us.

I need more/less than your set packages, can items be added/removed?

Yes absolutely. We can tailor our services to meet the specific elements that you need.

Can I change package at any time?

Yes. We recognise that your business needs may change and so you can increase or decrease your services with a months’ notice.

What if I want to use software other than Xero?

We are Xero specialists and do not currently take on new clients using any other software.

Are you able to prepare my end of year accounts?

Our specialism is in bookkeeping where we provide you with a regular and robust service during the year so that you are on top of your finances. At the year-end, we ensure that your accounts are in good shape and liaise with your Accountant who will do your year-end accounts and provide you with tax advice. If you do not have an Accountant, we are happy to introduce you to some good Accountants that we already work with.

Can all work/meetings be carried out remotely?

It depends on how your business operates. In most cases, it works really well for the business to send through paperwork through to us using data capture software – via email or an app, allowing us to work remotely and to communicate with you via phone, email, Zoom etc. However, we can visit and work with you on your premises if that works better for you and if you are within travelling distance of our office or the home of the dedicated bookkeeper who will be working with you.