Frequently asked questions
Here are answers to the questions we are most often asked about how we work, the software we use and what to expect when you become a bookkeeping client.
Clients operate across London and throughout the UK. Many engagements run fully remotely using QuickBooks, secure document sharing and regular email or video calls, which works well for busy business owners.
We keep ledgers tidy and reconciled and then share reports, schedules and data exports directly with your accountant when required. This approach gives your accountant clean information and usually reduces year-end hassle for everyone.
Engagements include owner-managed limited companies, consultants, medical professionals, creatives, retailers, landlords and construction businesses operating under the construction industry scheme (CIS).
QuickBooks is our core platform and we hold Advanced Certified Pro Advisor status for both Desktop and Online. We also have experience with Sage, Xero, ClearBooks, BrightBook, KashFlow and VT Transaction+ / VT Final Accounts.
Many new engagements begin with a catch-up or cleanup phase. We review the existing information, agree the scope of work and then bring the bookkeeping fully up to date before moving into a regular routine.
We can include VAT, payroll and CIS within the engagement where appropriate. This often involves preparing VAT returns, processing payroll with RTI submissions and managing CIS verification and monthly returns.
Fees reflect transaction volume, number of bank accounts, VAT status and any additional elements such as payroll or CIS. Smaller, simpler businesses are usually suited to a fixed monthly fee, while more complex situations may work better with a tailored arrangement agreed in advance.
Engagements are usually set up on an ongoing basis, reviewed periodically to ensure the level of support and fee structure remain appropriate as your business develops.
Typically we ask for access to your bookkeeping or banking data, any previous accounting records and a brief overview of how your business operates. From there we outline a suggested approach, confirm the scope of work and agree the next steps with you.