BOOKKEEPING
Find out how I can help keep your accounts more organised.
Whether you need a weekly or monthly bookkeeping service, I will help manage your invoices, log your expenses, and reconcile your bank feed.
Let’s work together to reduce your overwhelm and create a simpler, more organised and stress-free business.
My goal is simple: to make your business run more smoothly and efficiently, allowing you to focus on what you do best.
Bookkeeping
My aim is to help you improve the efficiency of your bookkeeping process by implementing and maintaining well organised procedures and systems.
This includes ensuring sales invoices are processed on time, purchase invoices and expenses are logged accurately, and your bank feed is regularly reconciled against transactions.
Overall, regular bookkeeping ensures your records are kept up-to-date throughout the year, which not only provides you with accurate visibility of your finances, but also helps prevent end of year panics.
WHO I WORK WITH
Whether we can work together is definitely more important than what kind of business person you are, however, I am passionate about working with with:
- Neurodivergent People
- Sole Traders
- Small Business Owners
- Sole Directors
SKILLS AND EXPERIENCE
Although the vast majority of my skills are transferrable across different industries, I have specific experience and interest in working with:
- Construction Managers
- Sport & Exercise Professionals
- Event Planners
- Mental Health & Wellbeing Practitioners
BENEFITS TO YOU AND YOUR BUSINESS
Bookkeeping is the process of recording, organising, and maintaining financial transactions in your business.
It ensures that all income and expenses are tracked accurately, helping you manage cash flow, stay compliant with tax regulations, and make informed decisions.
Whether you run online courses and training, offer business to business services, or provide a consumer based product or service, bookkeeping is essential for ensuring you have accurate visibility of your accounts.
Raising Sales Invoices
- Raising sales invoices ensures you get paid for the products or services you provide
- A dedicated bookkeeper ensures invoices are issued promptly and correctly, reducing delays in payments
- As your bookkeeper, I can help track outstanding payments, making it easier to follow up with your clients
- Accurate and clear records of income is essential for your annual accounts, tax/self assessment returns and other reports
Logging and Processing Purchase Invoices
- Logging and processing purchase invoices ensures you stay on top of your costs and help avoid unexpected payments
- Regular bookkeeping helps manage cash flow by tracking when payments are due
- As your bookkeeper, I will ensure all purchase invoices and expenses are recorded in line with your tax requirements
- Regularly processing your purchase invoices helps prevent missed payments and potential late payments fees
Reconciling Bank Statements Against Transactions
- Bank reconciliation matches your sales and purchases with your actual bank statements to ensure accuracy and help prevent discrepancies
- As your bookkeeper, I will identifies any errors, such as duplicate payments or missed transactions
- Locating receipts and payment confirmation emails is much easier when bank reconciliations are done regularly
- Regular bookkeeping helps detect fraudulent activity or unexpected charges, and provides and accurate reflection of your accounts
Other Benefits
- Regular bookkeeping helps reduce the overwhelm and procrastination of impending deadlines (and the risk of late filing penalties)
- A bookkeeper will be less emotional when processing your transactions, triggering less reactions to difficult payments and clients
- Forwarding purchase invoices and receipts directly to your bookkeeper upon purchase will help prevent delays and rabbit holes at a later date
By engaging me as your bookkeeper, I will ensure these tasks are handled accurately and efficiently, freeing up your time to focus on your other business activities.
How it Works
When I work with you, I will initially review and understand how things currently are and how we can improve your bookkeeping. This will begin within your
free discovery call where you will have answered a few questions in advance to get us started.
From here, we will either continue with the support you initially enquired about, or it may be more appropriate to begin with another area of your business, depending on your main challenges and what you need from me.
BOOKKEEPING
PACKAGES
Option One
This is for you if you have up to 20 transactions a month and are not VAT registered.
It is likely to suit start-ups or micro businesses (1-10 employees).
I will learn about how your business works, and take over the day-to-day management of your bookkeeping using Xero or FreeAgent software.
This may naturally lead to identifying improvements of some processes, but the focus will be on ensuring your business runs smoothly in the background.
Together we will discuss and determine how to implement any changes to produce maximum effect with minimal disruption to your business.
What’s included
- Learning how you and your business works
- Taking over the day-to-day management of your bookkeeping
- Processing your bookkeeping at least once a month (up to 2 hours a month)
- Raising sales invoices
- Logging and processing purchase invoices
- Logging personal expenses and salaries
- Reconciling bank statements against transactions on one current account
- Monthly P&L reports
£80 per month
Optional extras
- Reconciling a bookkeeping backlog
- Setting up Xero or FreeAgent software
- Identifying improvements of your email processes
- Implementing changes to your procedures that produces
- Developing bookkeeping SOPs (Standard Operating Procedures)
Quoted based on £40 an hour
Option Two
This is for you if you have up to 40 transactions a month.
It is likely to suit established sole traders or small businesses (1-50 employees), including VAT registered.
I will learn about how your business works, and take over the day-to-day management of your bookkeeping using Xero or FreeAgent software.
This may naturally lead to identifying improvements of some processes, but the focus will be on ensuring your business runs smoothly in the background.
Together we will discuss and determine how to implement any changes to produce maximum effect with minimal disruption to your business.
What’s included
- Learning how you and your business works
- Taking over the day-to-day management of your bookkeeping
- Processing your bookkeeping at least once a fortnight (up to 4.5 hours a month)
- Raising sales invoices
- Logging and processing purchase invoices
- Logging personal expenses and salaries
- Reconciling bank statements against transactions on up to two current accounts
- Reconciling bank statements against transactions on up to one credit card account
- VAT Return submissions via accounting software
- Monthly P&L reports
£180 per month
Optional extras
- Reconciling a bookkeeping backlog
- Setting up Xero or FreeAgent software
- Identifying improvements of your email processes
- Implementing changes to your procedures that produces
- Developing bookkeeping SOPs (Standard Operating Procedures)
Quoted based on £40 an hour
Option Three
This is for you if you have up to 60 transactions a month.
It is likely to suit established sole traders or small businesses with a medium – high level of transactions, including VAT registered.
I will learn about how your business works, and take over the day-to-day management of your bookkeeping by using Xero or FreeAgent software.
This may naturally lead to identifying improvements of some processes, but the focus will be on ensuring your business runs smoothly in the background.
Together we will discuss and determine how to implement any changes to produce maximum effect with minimal disruption to your business.
What’s included
- Learning how you and your business works
- Taking over the day-to-day management of your bookkeeping
- Processing your bookkeeping at least once a week (up to 6.5 hours a month)
- Raising sales invoices
- Logging and processing purchase invoices
- Logging personal expenses and salaries
- Reconciling bank statements against transactions on up to two current accounts
- Reconciling bank statements against transactions on up to two credit card accounts
- VAT Return submissions via accounting software
- Monthly P&L reports
£260 per month
Optional extras
- Reconciling a bookkeeping backlog
- Setting up Xero or FreeAgent software
- Identifying improvements of your email processes
- Implementing changes to your procedures that produces
- Developing bookkeeping SOPs (Standard Operating Procedures)
Quoted based on £40 an hour
Option Four
This is for you if you have up to 80 transactions a month.
It is likely to suit established sole traders or small businesses with a high level of transactions, including VAT registered.
I will learn about how your business works, and take over the day-to-day management of your bookkeeping by using Xero or FreeAgent software.
This may naturally lead to identifying improvements of some processes, but the focus will be on ensuring your business runs smoothly in the background.
Together we will discuss and determine how to implement any changes to produce maximum effect with minimal disruption to your business.
What’s included
- Learning how you and your business works
- Taking over the day-to-day management of your bookkeeping
- Processing your bookkeeping at least twice a week (up to 8.5 hours a month)
- Raising sales invoices
- Logging and processing purchase invoices
- Logging personal expenses and salaries
- Reconciling bank statements against transactions on up to two current accounts
- Reconciling bank statements against transactions on up to two credit card accounts
- VAT Return submissions via accounting software
- Monthly P&L reports
£340 per month
Optional extras
- Reconciling a bookkeeping backlog
- Setting up Xero or FreeAgent software
- Identifying improvements of your email processes
- Implementing changes to your procedures that produces
- Developing bookkeeping SOPs (Standard Operating Procedures)
Quoted based on £40 an hour
READY TO GET STARTED?
If you are interested in any of my services, or would like to find out how we can work together, please complete my Work With Me form. You will then be directed to book a discovery call where we can discuss your business needs in more detail.
Alternatively, if you would like to know more about how I can help you and your business, you can send me a message or email [email protected].