Bookkeeping support
Stronger bookkeeping, clearer accounts
Bookkeeping is the foundation behind your accounts, tax planning and business decisions. Whether you want to do your own bookkeeping with support, hand it over to us, or get things back on track, we can help you keep clearer records and understand what your numbers are showing.
Why bookkeeping matters
Bookkeeping is the foundation behind your accounts.
Every invoice, receipt, payment and bank transaction forms part of the picture. If pieces are missing, duplicated or posted in the wrong place, the accounts cannot give a reliable view of the business.
Good bookkeeping helps you see what is really happening. It gives your accountant the information needed to prepare accurate accounts, plan for tax, review cash flow and support better business decisions during the year.
Our team are here to support you.
When up-to-date bookkeeping matters most
- Your year end is approaching
- Profits are higher or lower than expected
- You want to understand your likely tax bill
- You are thinking about buying equipment
- You are considering taking on staff
- You want to know whether the business can afford something
- You are planning dividends, pension contributions or other decisions
- You feel unsure what your figures are really showing
How we can help with bookkeeping
Bookkeeping support does not need to look the same for every business.
Some clients want us to take care of the bookkeeping for them. Others want training, reviews, corrections or support for an existing bookkeeper. We will look at what you need and agree the right level of help before we begin.
Bookkeeping done for you
If bookkeeping is taking too much time or keeps falling behind, we can take it on for you and keep the records moving.
Xero support and training
We can help you use Xero more confidently, answer questions and show you how to keep your records in better order.
Review and correction work
If the bookkeeping does not look quite right, we can review the records, spot issues and correct them before they affect the accounts.
Catch-up bookkeeping
If things have fallen behind, we can help bring the records up to date and work through what needs sorting first.
Working with your bookkeeper
If you already have a bookkeeper, we can work alongside them, review the records and support the accounts and tax side
Support that can grow with you
You may need light-touch help, or need more regular bookkeeping support as the business grows. We can shape the support around what is useful.
Xero and cloud bookkeepping
We mainly work with Xero because it gives both the client and the accountant a clearer,
more up-to-date view of their records.
Cloud bookkeeping means we can look at the same information with you, answer questions more easily and spot issues before they become harder to untangle. It also gives you access to useful reports, so you can see more than a list of transactions - you can start to understand what the figures are showing.
For some businesses, Xero is used alongside tools that help collect invoices, receipts and other records digitally. For others, the first step is simply getting used to a system that keeps everything in better order.
We can help with:
- Setting up or moving across to Xero
- Training and answering questions
- Reviewing records before VAT returns or accounts
- Importing information from spreadsheets where appropriate
- Making sure the reports are useful for your business
bookkeeping Support
When bookkeeping falls behind
It is very easy for bookkeeping to fall behind when you are busy running the business.
A few receipts, invoices or transactions can seem easy enough to sort later. But the longer records are left, the harder it can be to remember what everything was for, check whether anything has been missed, and prepare reliable accounts from the information
If the bookkeeping is not up to date, it can also make it harder to review your tax position, check VAT thresholds, prepare accounts quickly or understand what the business can afford.
Please do not wait until it feels overly tangled. It is often easier to sort than you imagine, and we can help you work out the best place to start, or pick it up for you.
See what needs sorting
We can look at where things have got to, what information is missing and what needs dealing with first.
Bring the records up to date
If the bookkeeping has fallen behind, we can help bring the records together so the accounts have a clearer base.
Put a better system in place
Once things are back on track, we can help you find a bookkeeping setup that is easier to keep going.
What Happens Next?
Ask about bookkeeping support
Whether your bookkeeping is up to date, partly done or has fallen behind, the best first step is to talk it through.
We will look at where things are now, explain what support may be useful and help you understand the next step.
Ask a bookkeeping question
Not sure whether your records are enough, have a specific Xero question or whether something needs sorting? You can ask us before it becomes a bigger job.
We’ll talk through what you need
You may just need pointing in the right direction, regular bookkeeping support, a one-off review, catch-up work or some guidance with Xero. We can help you work out what fits.
Know what happens next
If you need more help, we will explain what information we need, what is included and the next step from there.
