We work with clients who are prepared to follow defined processes, maintain clear records and operate within agreed systems.
Sole traders
Tradespeople, consultants and freelancers who need clean, organised records.
Small limited companies
Owner-managed businesses looking for consistent bookkeeping records and a defined monthly cycle.
Landlords
Property owners who need organised financial records prepared for their accountant.
Our services
What we provide
All services delivered on a fixed monthly cycle. Scope is agreed in writing before work begins.
Core service
Bookkeeping
MTD-compliant transaction processing, categorisation, bank reconciliation and monthly records maintenance.
Factual bookkeeping summary delivered monthly. Not management accounts or financial advice.
Core service
VAT & MTD support
Digital record-keeping in line with Making Tax Digital requirements. We prepare and submit VAT returns where authorised by the client.
Year-end accounts and final tax returns are not prepared or submitted.
Year-end
Year-end support
Preparation and organisation of financial records to support your accountant at year end.
We do not prepare statutory accounts or submit final tax returns.
Monthly reporting
Structured monthly reporting
Each month, you receive a clear, structured summary of your financial position.
Position
Where your business stands financially at the end of the month.
Obligations
What is coming up — key dates and upcoming obligations.
Attention
What needs focus — anything unusual, incomplete or requiring action.
Designed to remove uncertainty and keep your business under control.
How we work
A structured process from the start
Every client is onboarded through a defined process. Work is delivered on a scheduled monthly cycle with clearly defined responsibilities.
1
Initial conversation
We confirm that our services match your needs and that you fit our client profile. Not every business is the right fit — and that is intentional.
2
Engagement and compliance
We issue an Engagement Letter, confirm scope, agree fees, and complete identity verification as required by Anti-Money Laundering regulations. Where applicable, we also seek professional clearance from your previous adviser before work begins.
3
System setup
We connect to your accounts, configure your bookkeeping software and establish the monthly reporting cycle before any work begins.
4
Monthly delivery
Transactions processed, bank reconciled, records maintained. A structured monthly summary delivered on a fixed schedule.
Systems
Software we work with
We work with established cloud accounting platforms depending on your setup.
FreeAgent
Xero
QuickBooks
Ready to get started?
All clients follow a defined onboarding process to ensure compliance, clarity and a consistent standard of service from the outset.
