Bookkeeping

Why bookkeeping matters

Good bookkeeping is the foundation of every other financial service. When your records are accurate and up to date, your VAT returns are easier, your year-end accounts are faster, and you always know where you stand financially. Messy records, on the other hand, lead to errors, missed deductions, and accountancy fees that cost you more at year-end.

We take care of your bookkeeping on a regular basis — monthly or quarterly — so your records are always in order and you always have a clear picture of your business finances.

What's included

• Regular processing of income and expenses
• Bank reconciliation against your business accounts
• Categorisation of all transactions to the correct accounts
• Sales invoice recording and accounts receivable management
• Supplier invoice processing and accounts payable recording
• Credit card and PayPal reconciliation
• Monthly or quarterly management reports (P&L, balance sheet)
• Preparation of records for VAT returns
• Year-end close and preparation for annual accounts

Cloud accounting software

We work with all major cloud accounting platforms, including:

• Xero — our recommended platform for most businesses
• QuickBooks Online — popular for e-commerce and retail
• FreeAgent — excellent for freelancers and sole traders
• Sage Business Cloud — widely used in traditional industries

If you're not already using cloud accounting software, we'll help you choose the right platform and migrate your records. Cloud software means we can work on your books remotely, and you can check your financial position in real time from any device.

Making Tax Digital (MTD)

HMRC's MTD initiative is expanding to income tax (MTD for ITSA) from April 2026 for the self-employed and landlords with income over £50,000. Accurate digital bookkeeping will be a legal requirement. We'll ensure your records are MTD-compliant well in advance.