How We Work

In an ideal world we like to have a face-to-face meeting with you from the outset. We call it a ‘chemistry’ meeting.

We’ll sit down for an hour FREE CONSULTATION, you’ll tell us about your business and what you need us to do. We’ll then tell you how we can help. It’s that simple.

By the way, you wont be the first client to pitch up to an initial meeting with 5 paper bags full of receipts. Nothing phases us!


Package Options

Many self-employed bookkeepers will quote you on an hourly rate. We think that method doesn’t make sense. Sometimes it is hard to estimate exactly how long a job will take and we may encounter unforeseen difficulties along the way.

So we will offer you a fixed price option (based on your particular circumstances and business requirements) so you understand exactly which package you are signing up for, and what that includes. That way you can budget and plan. And if we are slow and the work takes longer that’s our problem not yours.

The following table lays out our Bronze, Silver and Gold packages so you can see your options at a glance.


Bronze Silver Gold
Posting all business bank transactions
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash transactions
Credit card transactions and reconciliations
Completing the monthly sales and purchase ledger reconciliations
Completing the monthly VAT reconciliation
Completing payroll journals
Unlimited email and telephone support
Precision accounting with accruals and prepayments
Maintaining your fixed asset register
Monthly management reporting
Credit control monitoring
Completion of VAT returns
Completion of annual accounts
Sales and purchase order processing
Debtor control monitoring
Cash flow forecasting
Budget forecasting
Quarterly business review meeting