Services

Bookkeeping services provide businesses with accurate and organized financial records to track their income, expenses, and overall financial health.

Bookkeeping services

Financial Administration & Record Organisation

  • Organise and maintain financial records (digital and paper)

  • Sort and categorise receipts, invoices, and bank statements

  • Keep files audit-ready and accountant-friendly

Data Entry & Record Keeping

  • Enter income and expense data into spreadsheets or accounting software

  • Maintain cashbooks and transaction logs

  • Update customer and supplier records

Invoicing & Payment Tracking

  • Create and issue sales invoices using your system or templates

  • Track invoice status and record payments received

  • Send polite payment reminders when requested

Expense & Bank Reconciliation Support

  • Record expenses and match receipts to transactions

  • Perform basic bank reconciliations for review

  • Flag discrepancies for follow-up by you or your accountant

Software & Reporting Support

  • Assist with basic setup and navigation of bookkeeping software

  • Upload documents and run standard reports

  • Produce simple summaries such as monthly income and expense lists

Payroll Administration Support

  • Collect timesheets and input payroll data

  • Issue payslips generated by payroll software

  • Maintain employee records (administrative only)

Liaison with Your Accountant

  • Prepare and supply records requested by your accountant

  • Act as a point of contact to streamline year-end or tax preparation

  • Ensure information is complete and delivered on time

What I Don't Do

To remain compliant and protect my clients, I do not:

  • Provide accounting, tax, or financial advice

  • Prepare or submit tax returns

  • File statutory accounts

  • Interpret financial results or make recommendations

  • Represent clients before tax authorities

All regulated work remains the responsibility of a qualified accountant or bookkeeper.

Who This Service Is For

  • Small business owners who want organised finances without the cost of full bookkeeping

  • Start-ups needing structure before engaging an accountant

  • Business owners who already have an accountant and want ongoing admin support

How I Work

  • Clear scope of work agreed in advance

  • Secure handling of your financial data

  • Flexible support tailored to your business

  • Collaboration with your chosen accountant