What you get
- Bookkeeping and bank reconciliationDaily-to-monthly processing on Xero, QuickBooks, FreeAgent or Sage, with receipts captured automatically.
- Month-end closeA fixed checklist and calendar, so accruals, prepayments and reconciliations are done the same way every month.
- Payroll and pensionsPayslips, RTI submissions, auto-enrolment and year-end returns handled on schedule.
- VAT and statutory filingsVAT returns, confirmation statements, annual accounts and corporation tax prepared and filed before the deadline.
- Credit control supportAged debtor reviews and a chasing routine that brings cash in sooner.
- A named senior contactA qualified accountant who knows your business and is accountable for the work.
Best suited toOwner-managed companies, groups, start-ups and property businesses that want accurate, current books without hiring a finance team.
The outcomeCurrent books, no missed deadlines and a finance function that is ready when a lender, investor or buyer asks to see the numbers.
How it works
- ReviewWe assess your records, systems, deadlines and risks and agree a scope and fixed fee.
- Set upWe take over the ledgers, connect your bank and systems and clear anything outstanding.
- RunWe keep the books, payroll, VAT and filings moving on a fixed monthly calendar.
- ReportYou receive reconciled numbers and a short commentary, with a senior contact for questions.
Questions we are often asked
Can you take over from my current accountant?
Yes. We handle the handover, request the records and working papers, and make sure nothing is missed in the transition. Most switches complete within a few weeks.
Which accounting software do you use?
We work on Xero, QuickBooks, FreeAgent and Sage. If you have no system yet, we recommend one based on your size and sector and set it up for you.
How is the fee set?
As a fixed monthly fee based on transaction volume, number of entities and the services included. We agree it in writing before we begin, so there are no surprises.