Services
Bookkeeping & Advisory
Monthly bookkeeping, management accounts, and payroll support, so your books are ready before tax season arrives, not scrambled together for it.
Who This Is For
SMEs that want their books maintained on an ongoing basis rather than reconstructed once a year, and businesses that want management accounts they can actually use to make decisions.
What’s Included
- Monthly bookkeeping and reconciliation
- Management accounts, prepared on a regular schedule
- Payroll processing support
- Books maintained in a state ready for tax filing or audit at any point
The Process
Consultation
We assess your current bookkeeping setup and agree a monthly process that fits how your business actually runs.
Document collection
Transaction records are uploaded through the secure portal on a fixed monthly schedule.
Preparation and review
Books are reconciled and management accounts prepared, reviewed before they reach you.
Ongoing
This runs monthly, on a schedule, so your books are always current rather than reconstructed under deadline pressure.
What We Need From You
Uploaded through the secure client portal once your engagement starts, never by email.
- Bank and credit statements for the period
- Sales and purchase records
- Payroll records, if payroll support is included
- Prior year's books or trial balance, when starting mid-year
Problems We Solve
Your books are reconstructed once a year for tax season
Monthly bookkeeping means tax season is a formality, not a scramble.
You don't have management accounts you can actually use
We prepare accounts built to be read and acted on, not just filed.
Payroll is handled ad hoc
A defined payroll process removes it as a recurring source of error.
You're planning to need audited statements eventually
Clean, current books are what make that engagement fast instead of painful when the time comes.
Frequently Asked
Can you take over bookkeeping mid-year?+
Yes. We assess where your books currently stand and bring them current as part of onboarding.
Do you handle payroll as part of this?+
Payroll support is available as part of the engagement, tell us your team size and pay schedule.
How often do we receive management accounts?+
On a monthly schedule by default, agreed with you at the start of the engagement.
Is this only for businesses planning to need an audit later?+
No, it's valuable on its own for any business that wants current, usable books. The audit readiness is a byproduct, not the point.
An engagement usually starts with one conversation.
Tell us what you're dealing with, individually or on behalf of your business, and we'll tell you plainly what it takes to resolve it.