Bookkeeping Services for UK Small Businesses & Sole Traders.

I primarily use Xero and FreeAgent accounting software. Both are cloud-based platforms that allow secure access from anywhere, making it easy for us to collaborate. If you’re not currently using either, I can help you choose and set up the most appropriate software for your business needs.

Although Xero and FreeAgent are my preferred software, I am also able to use other software if you already have something else in place.

Not at all. I work with both VAT registered and non-VAT registered businesses. The Starter Package is specifically designed for non-VAT registered start-ups and micro businesses, while the other packages include VAT return preparation as standard.

This depends on your package. The Starter Package includes monthly updates, Growth fortnightly, Established weekly, and Premium twice weekly. Regular updates mean your financial records stay current and accurate throughout the year, so these are the minimum I will do.

For example, on the Starter Package, some clients like their bookkeeping done weekly, and others are happy with monthly.

The important factors are the total transactions and hours for each month when choosing a package, and we can discuss all the other details during the onboarding process.

I offer bespoke packages for businesses with higher transaction volumes or more complex bookkeeping requirements. Once you have completed my work with me form, you will be directed to book a free initial consultation to discuss your specific needs, from which I will create a tailored package for you.

For example, I have one client who has a fairly straightforward bank reconciliation process, but a very complicated sales billing procedure that required more information before providing a quote.

Absolutely yes! Catching up on bookkeeping backlogs is available as an optional extra across all packages (and one of my favourite parts of bookkeeping!). This is quoted separately based on how much work is required to bring your books up to date.

There are also options to have me develop a bookkeeping process at the same time so you can pick it up yourself when it’s all organised, or outsource the ongoing bookkeeping to me once the backlog is sorted.

No, I work entirely remotely. I am based in Hampshire, supporting businesses across the UK without the need for face-to-face meetings. Everything is managed securely online through your accounting software and email communication, with review sessions carried out via Teams video calls.

However, if you literally do have a shoebox of receipts that you want to post to me, this can be arranged!

Bookkeepers (like me) handle the day-to-day recording of financial transactions – invoices, expenses, bank reconciliation. Accountants typically handle year-end accounts, tax returns, and strategic financial advice. I will track and record what transactions come in and out of your business and your accountant will provide the detailed reports on what the information looks like as a whole.

Some clients prefer me to liaise directly with their accountants, whereas other prefer to keep us separate. However, given the bookkeeping and accounts are all done via the accounting software, we will both have access to it so there is not always a need to stay in regular contact until it gets nearer to the filing deadlines.