Start-up:
– Business setup support (chart of accounts, software configuration with QuickBooks)
– Registration guidance (tax, self-employment, VAT if applicable)
– Initial financial structure and record-keeping setup
– Cash flow forecasting and budgeting
– Ongoing bookkeeping to establish accurate financial records from day one
– Basic financial reporting (profit & loss, cash flow overview)
– Invoice creation and distribution
– Monthly financial management reports
Sole Trader:
– Day-to-day bookkeeping (income and expense tracking)
– Invoice creation & aged debtors
– Bank and credit card reconciliations
– Preparation of financial statements
– Self-assessment support and record preparation
– Expense categorisation
– Cash flow monitoring
– Ongoing support with QuickBooks software
– Monthly financial management reports
Small Business:
– Full bookkeeping service (sales, purchases, expenses, reconciliations)
– VAT return preparation and submission (If applicable).
– Monthly/quarterly management accounts
– Cash flow forecasting and financial planning
– Invoicing
– Accounts payable and receivable management
– Software setup
– Liaison with accountants where required
– Scalable support as the business grows
Consultancy:
– Review and improvement of existing bookkeeping systems
– Financial process optimisation and efficiency improvements
– Software migration and implementation support
– Troubleshooting accounting issues and discrepancies
– Advisory on cost control and profitability
– Tailored financial guidance for business decision-making
Payroll
