Services & Packages

Service 01

Financial Records Review

A structured review of your existing financial records to identify gaps, inconsistencies, and opportunities for improvement.

Benefits

• ✓ Independent review of your books
• ✓ Clear written summary of findings
• ✓ Recommendations for improved record-keeping
• ✓ Guidance on categorisation and reconciliation

What's Included

• ✓ Independent review of your books
• ✓ Clear written summary of findings
• ✓ Recommendations for improved record-keeping
• ✓ Guidance on categorisation and reconciliation

Suitable For

• ✓ Sole traders needing a second opinion
• ✓ Freelancers preparing for self-assessment
• ✓ Small businesses assessing bookkeeping quality

Expected Outcomes

You will receive a clear picture of the current state of your records with actionable next steps.

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Service 02

Bookkeeping Setup

A complete initial bookkeeping setup tailored to your business, ready for ongoing accurate record-keeping.

Benefits

• ✓ Chart of accounts configured to your business
• ✓ Bank feed and reconciliation setup
• ✓ Expense category structure
• ✓ Handover walkthrough and documentation

What's Included

• ✓ Chart of accounts configured to your business
• ✓ Bank feed and reconciliation setup
• ✓ Expense category structure
• ✓ Handover walkthrough and documentation

Suitable For

• ✓ New sole traders and freelancers
• ✓ Businesses moving from spreadsheets
• ✓ Contractors starting out

Expected Outcomes

A fully configured bookkeeping foundation you can rely on from day one.

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Service 03

VAT Compliance Review

A focused review of your VAT records and processes to support Making Tax Digital compliance and accurate submissions.

Benefits

• ✓ VAT record review and organisation
• ✓ MTD compliance assessment
• ✓ Return preparation guidance
• ✓ Written recommendations report

What's Included

• ✓ VAT record review and organisation
• ✓ MTD compliance assessment
• ✓ Return preparation guidance
• ✓ Written recommendations report

Suitable For

• ✓ VAT-registered sole traders
• ✓ Small businesses managing VAT internally
• ✓ Contractors preparing MTD-ready records

Expected Outcomes

Confidence in your VAT records and a clear path to compliant, on-time submissions.

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Service 04

Business Accounts Management

Comprehensive management of your business accounts for a defined engagement period, keeping records accurate and current.

Benefits

• ✓ Ongoing bookkeeping and reconciliation
• ✓ Monthly management summary
• ✓ Expense tracking and categorisation
• ✓ Priority email support

What's Included

• ✓ Ongoing bookkeeping and reconciliation
• ✓ Monthly management summary
• ✓ Expense tracking and categorisation
• ✓ Priority email support

Suitable For

• ✓ Growing small businesses
• ✓ Busy contractors and consultants
• ✓ E-commerce and retail sole traders

Expected Outcomes

Up-to-date, accurate accounts with clear monthly reporting you can act on.

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Service 05

Complete Accounting Support

A full-service accounting engagement covering bookkeeping, reporting, VAT organisation, and continuous business support.

Benefits

• ✓ Complete bookkeeping management
• ✓ VAT records and payroll support
• ✓ Detailed monthly business reports
• ✓ Ongoing consultation and advisory

What's Included

• ✓ Complete bookkeeping management
• ✓ VAT records and payroll support
• ✓ Detailed monthly business reports
• ✓ Ongoing consultation and advisory

Suitable For

• ✓ Established small businesses
• ✓ Multi-service contractors
• ✓ Businesses wanting hands-off finance operations

Expected Outcomes

A fully managed accounting function that lets you focus on running your business.

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