We set up or tidy your accounting system and chart of accounts.
You send documents each month. We record and reconcile them.
We send monthly or management accounts with a short note on what changed. At year end, we prepare the accounts for tax and, where required, audit.
Good to know
Statutory audits are carried out by independent auditors.
What to bring
Bank statements
Sales invoices and purchase bills
Payroll records
Access to your accounting software, if you use one
Last year's financial statements
Questions
Can you clean up books that are months behind?
Yes. We bring them up to date first, then move you to a monthly routine.
What are management accounts?
Short monthly reports, usually a profit and loss account, a balance sheet and a cash-flow summary. They show how the business is doing while there is still time to act.