We will save you time, allowing you to spend more time focusing on the business and increasing sales. We will keep on top of the workload and any filing deadlines, so you don’t have to. We can deal with correspondence from HMRC and advise you of any payments due and by when.

We will look after the businesses regular transactions throughout the year by entering purchase and sales invoices, reconciling the bank accounts and producing and filing any VAT returns that are due. At the end of the year, we provide the completed bookkeeping to the accountant to produce the annual accounts for filing with HMRC.

The best way to answer this is by pointing out the benefits of working with a bookkeeper. Many business owners decide to do their own bookkeeping and whilst some people do just fine, others have got themselves in a bit of a pickle due to the lack of understanding in nominal codes and not realising when the bank balance does not match the bank statements. This can cause a big problem and usually means there are either missing or duplicate transactions. If you are not confident that you will be able to complete your bookkeeping accurately, you may wish to outsource this task.

Yes – we would recommend that you use an accountant to produce your end of year accounts for filing with HMRC. They will also be able to help you with any tax advice.

We can do both. We tend to provide a monthly fixed fee quote so you can better forecast for your outgoings but we are aware this does not always work if your business activity fluctuates, therefore we will also charge by the hour in those circumstances.

We have systems in place that allow you to upload documents digitally. This can be done via email, a website or by using an app. This eliminates the need to print and post paper copies.

Each client has their own dedicated bookkeeper who will be in touch at the end of the VAT quarter. They will advise what date we require any missing items by, to allow enough time to reconcile the remaining items before preparing your VAT return for your approval before we file it on your behalf.

No. We work with a variety of businesses with a wide range of turnovers. No matter how big or small your turnover, our service remains the same and we are dedicated to providing a professional service ensuring your accounts are kept up to date and your deadlines are met.

Your main task will be to provide us with copies of invoices and receipts which we make very easy by using digital software. You can simply forward documents by email to your dedicated email address or take a photo on the app. At the end of each month we will send you a list of anything we are missing that we need to complete your bookkeeping accurately.

Yes- If we have authorisation to do so (agent access) then we can speak to them for you. You will need to add us to your Gateway Account to act as your agent before we are able to do this.

No, although with the changes that are coming into force over the coming years it will end up being mandatory for everyone so why not get ahead! If you are VAT registered, you should already be using a software.

We will need you to provide the supporting documents (invoices and receipts) but other than that your job is pretty much done! You can leave the rest to us and we will be in touch with any queries on a monthly basis.

Firstly, you need to make sure you keep receipts for everything. These will provide evidence of your business transactions. If you have bought something for the business personally you will need to record these separately. We can help you find the easiest way of doing this that works with your software or bookkeeping method.

An audit trail is a step-by-step record of all activity within your software. It is a detailed, chronological record where the records and data are tracked.

First and foremost, GET A SEPARATE BANK ACCOUNT!!

This will save so much time and will allow you to deal with the relevant transactions without having to sort through them first.

If you use a software and upload images of your receipts you do not need to store originals, however, if you do not you will need to keep them for 6 years. We would advise keeping them in date order and if you have a large number of receipts file them alphabetically too. Keep each financial year separate. This will assist you in finding previous paperwork should you need to.

Accounts receivable is the balance due to the company from its customers for goods or services not yet paid for. Also known as Aged Debtors.

Account payable is money owed to suppliers for goods or services not yet paid. Also known as Aged Creditors.

Firstly, you will need to contact us to have a chat about your requirements. We will provide a quote for our services and upon acceptance we will talk you through the next steps and handle everything for you. It is as easy as that!

We will update your bookkeeping on a weekly basis then send a list of missing items at the end of each month. This allows us to keep on top of you’re accounts and keep your financial records as correct as possible at all times.

If you would like us to carry out credit control, we will speak to you about your requirements and keep on top of this alongside your bookkeeping.

Yes, we can. We usually only provide payroll services to our bookkeeping clients as an additional service but if you have software already set up we may be able to look after your payroll as a standalone service. Please get in touch with us to discuss your requirements.

Yes – for a monthly fixed fee we will submit your monthly CIS returns and send deduction statements to your subcontractors, which is a legal requirement.

Yes, we can. Whether you require monthly or quarterly returns, we will prepare your return and send it to you for your approval before filing it with HMRC. We will then advise you of any amount due to HMRC and provide you with details of how to make payment.

We have 4 different packages to choose from. They do not affect the level of service you receive but include different services depending on the level of assistance you require. Our package descriptions can be found on our pricing page 

Yes, we can. We can produce these monthly or quarterly upon completion of your bookkeeping period. This will require you to provide the paperwork and documentation we need in a timely manner to allow us to complete your bookkeeping and produce factual management accounts.

Yes, we can carry out your bookkeeping prior to completing your tax return. If you contact us, we can provide a quote for these services as the cost for the bookkeeping will depend on the quantity of work required.

If you already use Xero, I would suggest starting with the 2-hour course. This course suits individuals who already use it but would like to use it more efficiently and are unsure of certain processes. If need be, you can always book another session but we tend to find this is sufficient.

Depending on what you would like to get out of the training, depends on what we will cover. There are suggestions included on our Course descriptions, but we can tailor the training to meet your needs.

Yes, we will travel free of charge within a 5-mile radius. For distances further than this, there will be an extra charge.

We can also provide the training over zoom or in our office for up to 2 individuals.

The training is designed to teach you how to do these tasks yourself. If we have time within the training we can enter certain information and balances. It is worth signing up to their free trial so we can use this in the training.

We can look at a couple of examples, but we will not reconcile the bank account in full. The training is to teach you how to use the software so you can complete your bookkeeping efficiently yourself. For further help, we can provide bookkeeping services if required.

All details of our Xero Training can be found on our courses page along with the prices for each course. We have 4 courses to choose from.

Yes, we can complete your Tax Return and provide you with a set of Sole Trader accounts.

Your accountant would complete this for you but we can complete the bookkeeping required to enable them to do this.

We have accountants that we work with who would assist with your tax return to ensure it is completed accurately.

No, this would need to be discussed with your accountant. Don’t have one? We can put you in touch with a couple of accountants who can help you.

Yes, we can complete any outstanding returns to bring you up to date. We can then send you a reminder each year when your next return can be filed.

You will need to log into your Government Gateway account where you can view submitted returns. If you have trouble logging into your account you may need to contact HMRC for assistance.

Yes, we can carry out your bookkeeping prior to completing your tax return. If you contact us, we can provide a quote for these services.

Hubdoc is a data entry software owned by Xero that allows business owners a simple and straightforward way of uploading invoices and receipts. This digital method eliminates the need to print and post documents saving both time and money. It can be used in three ways; by forwarding emails of documents to a dedicated email address, uploading photos of invoices and receipts via the app and uploading documents to the desktop version.

Although Xero is our software of choice, we are happy to use other software if preferred. We asked business owners and bookkeepers/accountants what their preferred software was and Xero was the favourite each time. The main reason was due to how user-friendly Xero is.

There are a few reasons as to why you could, or should, use a software. If you are a VAT registered business this is mandatory. Using a software will save you time when it comes to your data entry and accounting. You will no longer need to keep paper copies of invoices and receipts, as these will be stored on the software. By using bank rules and automated invoicing it will be like having your own virtual assistant!

We provide an itemised quote and invoice so although you will make one monthly payment, the cost of Xero will be stated separately.