Bookkeeping services
Outsource the receipts and reconciliations. Get clean monthly numbers you can actually run your business with.
Services to discuss with a firm
- Bank, card and PayPal reconciliations
- Receipt capture (Dext, AutoEntry)
- Monthly management accounts
- Cashflow forecasting
What affects a bookkeeping quote?
Give an approximate monthly transaction count, the number of bank and payment accounts, currencies and how receipts arrive. Explain whether you need reconciliation only or also invoicing, debtor follow-up, supplier records and reporting.
Will bookkeeping include my tax returns?
Only if agreed. Ask whether VAT work, annual accounts, tax returns and payroll are included or handled separately. Confirm who owns the software subscription and how you can export your records if the arrangement ends.
Prepare your Bookkeeping enquiry
busy owner-managers who'd rather not touch a spreadsheet may need this support. The exact work depends on your circumstances; confirm the scope before appointing anyone.
- Describe your business or income sources, postcode and whether remote meetings suit you.
- Give the period involved, your deadline, approximate transaction count and software.
- Explain which records are ready and whether earlier periods need catching up.
- Ask who will do the work, what you must supply and which tasks cost extra.
Check experience and responsibilities
Ask for relevant experience and check any claimed professional membership on the body's own register. Agree a named contact, response expectations and your approval responsibilities. A listing or subscription is not proof of qualifications.