Clear, reliable bookkeeping for sole traders and owner-managed limited companies.
Stay organized, understand your numbers and prepare for tax without the last-minute stress.
When your finances feel messy, or out of control, it's hard to move forward.
Clear records. Better decisions. Less stress.
I provide straightforward bookkeeping support for sole traders and owner-managed limited companies.
Whether you are behind with your bookkeeping, preparing for Making Tax Digital or simply want to understand your numbers better, I will help you put the right systems in place and keep your records accurate and up to date.
With regular bookkeeping and clear financial updates, you will always know:
• how your business is performing
• what needs your attention
• how much to set aside for tax
How we’ll work together
A straightforward process designed to make getting started simple.
Step 1.
Discovery Call.
We discuss your business, how you currently manage your finances and what support you need.
You will receive a clear recommendation based on the size and requirements of your business.
Step 2.
Set-Up and Review
I review your existing records, set up the right systems and identify anything that needs to be corrected or brought up to date.
Before the ongoing service begins, we agree the scope, package and monthly fee.
Step 3.
Ongoing support.
Your bookkeeping is completed regularly, your records stay up to date and you receive clear financial summaries.
You will understand how your business is performing and know what needs your attention.
Services
Bookkeeping designed around your business
Practical, reliable support for sole traders and small owner-managed limited companies.
Choose the level of support that suits your business, from quarterly bookkeeping to complete monthly bookkeeping, reporting and tax preparation.
SOLE TRADERS
Bookkeeping and tax support that keeps your records organised and helps you prepare for tax throughout the year.
Support can include:
• Quarterly or monthly bookkeeping
• Bank reconciliation
• Making Tax Digital for Income Tax updates
• Quarterly income and expense summaries
• Tax estimates
• Self Assessment tax returns
Packages from £89 per month.
ONE-DIRECTOR LIMITED COMPANIES
Regular bookkeeping and financial support for small limited companies with one director.
Support can include:
• Monthly or quarterly bookkeeping
• Bank and business card reconciliation
• Director’s Loan Account reviews
• Profit and Loss and Balance Sheet reports
• VAT returns and director payroll
• Preparation of accurate records for your year-end accountant
Packages from £225 per month.
SET-UP & CLEAN-UP
Behind with your bookkeeping or moving to a new accounting system?
I can review your existing records, correct errors, organise outstanding transactions and put the right systems in place before your ongoing service begins.
Set-up, catch-up and clean-up work is reviewed and quoted separately.
Not sure which package you need?
Every business is different. During a discovery call, we will discuss how your business operates, review the level of support you need and identify the most suitable package.
You will receive a clear scope of work and price before deciding whether to proceed.