Recurring service
Monthly bookkeeping, handled
Each month we bring your records up to date, reconcile your accounts and send you a short report. You always know where things stand.
What is included
How we help
- Transaction recording Income and expenses recorded and categorized consistently.
- Account reconciliation Bank, credit card and payment accounts matched to statements.
- A short questions list Anything unclear is confirmed with you, not guessed at.
- Monthly report A plain-language summary of income, expenses and profit.
- Consistent contact You deal with the same person every month.
- Bills, invoices and payroll entries What you owe, what you are owed, and payroll recorded in your books.
How it works
What to expect
- Step 1
Intro call
We learn about your business and how you handle records now.
- Step 2
Set up
We agree on scope, access and what happens each month.
- Step 3
Monthly routine
We do the work and send your report. You review it and ask questions.
Questions about this service
What do you need from me each month?
Usually just answers to a short list of questions, plus any new documents, such as receipts for purchases made in cash.
When will I receive my monthly report?
We agree a rhythm with you at the start, so you know when to expect it.
Can you work with my existing software?
Tell us what you use and we will confirm whether we can work in it.
Want to talk it through?
Book an intro call. It is short, friendly and without obligation.