Bookkeeping services
Books kept by the people who file your return means no handover, no reconciliation scramble in March, and no gap for something to fall through.
You are in the right place if…
Growing small businesses
Past the point where a spreadsheet is doing the job.
Businesses behind on books
Months or years of unreconciled transactions.
Owners who want their evenings back
Currently doing this themselves, badly, on Sundays.
Everything in the fee
- Monthly transaction categorisationMonthly
- Bank and credit card reconciliationMonthly
- Accounts payable and receivable trackingMonthly
- Profit and loss statementsMonthly
- Balance sheet preparationMonthly
- Catch-up and clean-up workOne-off
- Year-end close and tax packageAnnual
- Software setup and migrationSetup
Why books and tax belong together
When bookkeeping and tax preparation sit with different providers, the handover in March is where problems surface — uncategorised transactions, missing receipts, owner draws recorded as expenses. By then it is too late to do anything except reconstruct, at speed, under deadline.
When the same firm does both, the return is a continuation of work already done and reviewed. Questions get asked in June rather than discovered in March.
Catch-up work is normal
A large share of the bookkeeping we take on starts with a backlog. We reconcile what exists, rebuild what does not, and then move you onto a monthly cycle so the same thing does not happen again next year.
Reports you will actually read
A monthly profit and loss statement and balance sheet, with a short note on anything that moved unexpectedly. The point is not the documents — it is that you know where the business stands before you need to make a decision.