Bookkeeping packages

Reassurance
£28/month

For non VAT registered sole traders/self employed only. 

 

Happy doing your own bookkeeping but want a bit of reassurance? This package is perfect for you. Each month I'll spend upto an hour to review your records, highlight any errors and, where possible, make corrections for you. If something needs a bit more attention, I'll point you in the right direction so you can get it sorted.

 

Please note, this package doesn't include me filing your MTD or VAT returns.

 

Your records will need to be kept digitally for this service. 

Start Smart

from £45/month

Just Starting out or keeping things simple? This package covers the essentials, keeping your books accurate and up to date without any fuss.

 

Suitable for you if you:

• are a sole trader / self employed

• turnover is below £90,000 a year

• have 1 bank account, up to 75 bank lines a month

• have up to 25 sales and/or purchase invoices a month

• have no cash transactions

• provide digital records.

 

This package allows me to maintain your records for up to 100 transactions a month, reconcile your bank account and provide a monthly profit and loss account. 

 

Optional add-ons:

• Making Tax Digital filing - £10/month

• You want to provide paper records - £20/month

• Additional work if needed - £28/hour

Stay Organised
from £80/month

Ready to get properly organised? This package gives you a solid foundation, covering your day-to-day bookkeeping with Making Tax Digital filing included as standard.

 

Suitable for you if you:

• are a sole trader or single director company

• have 1 bank account, up to 100 bank lines a month

• have up to 50 sales and/or purchase invoices a month

• have no cash transactions

• provide digital records.

 

This package allows me to maintain your records for up to 150 transactions a month, reconcile your bank account, provide debtor and creditor control and issue a monthly profit and loss account.

 

Optional add-ons:

• VAT Return filing - £20/month

• You want to provide paper records - £20/month

• Additional work if needed - £28/hour

Peace of Mind

from £150/month

For businesses that need a little more, this package has you covered. With higher transaction limits, two bank accounts and full bookkeeping support, you can get on with running your business and leave the numbers to me. Making Tax Digital is included as standard.

 

Suitable for you if you:

• are a sole trader or single director company

• have 2 bank accounts (can include a credit card), up to 200 bank lines in total per month

• have up to 75 sales and/or purchase invoices a month

• have no cash transactions

• provide digital records.

 

This package allows me to maintain your records for up to 275 transactions a month, reconcile your bank accounts, provide debtor and creditor control and issue a monthly profit and loss account. 

 

Optional add-ons:

• VAT Return filing - £20/month

• You want to provide paper records - £20/month

• Additional work if needed - £28/hour