Books that are always closed on time.
Monthly reconciliations, clean ledgers and management-ready books — so year end is a formality, not a fire drill. Delivered inside Xero or QuickBooks, reviewed by a qualified accountant every single month.
§ 01 — Scope
What's included.
Fixed monthly fees. Partner sign-off on every deliverable. No hourly meters.
- 01
Daily transaction capture
Bank feeds, receipts, expenses and invoicing — captured, categorised and reviewed in the same week they occur.
- 02
Full reconciliation
Every bank, credit card, PayPal, Stripe and loan account reconciled to the penny, monthly.
- 03
Accounts payable & receivable
Supplier bills entered and scheduled; customer invoices raised, chased and reconciled.
- 04
Monthly management pack
P&L, balance sheet, cash position and aged debtors — with a partner's written commentary.
- 05
Software setup & training
Chart of accounts designed for how you actually run the business, plus onboarding for your team.
- 06
Year-end ready file
Books handed to the tax team fully audit-ready — no scramble, no surprise adjustments.
§ 02 — Process
How the engagement runs.
- IStep 1
Migration
We move you onto Xero or QuickBooks (or clean up what's there), rebuild the chart of accounts and connect feeds.
- IIStep 2
Cadence
Weekly capture, monthly reconciliation, monthly close — always by the 10th of the following month.
- IIIStep 3
Review
A qualified accountant reviews and signs off every close before it lands in your inbox.
- IVStep 4
Handover
Year end flows straight into statutory accounts and tax without a separate 'clean-up' project.
§ 03 — FAQ
Questions we get about bookkeeping.
How quickly can you take over?＋
Most new bookkeeping clients are fully onboarded inside two weeks, including HMRC authority and software migration.
Do you use our existing software?＋
Yes, where it makes sense. We're Xero Platinum and QuickBooks Elite partners; we'll only recommend a switch if there's a real reason.
Who actually touches our books?＋
A named bookkeeper does the daily work; a qualified accountant reviews and signs off every month. You have both on email and phone.
Can you fix a backlog?＋
Yes. Backlog clean-ups are quoted separately as a fixed fee before we start the ongoing engagement.
§ 05 — Next step
Hand the books over —
and get your evenings back.
A 45-minute call with a partner. We'll walk through your current setup, quote a fixed monthly fee, and outline a migration plan.