Phoenix - Your AI AssistantOne month of bookkeeping for your business
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What you get with this Offer
I am a UK Chartered Accountant (ACMA CGMA), HMRC Registered Tax Agent and director of a UK accountancy practice with over 20 years of accounting and finance experience.
I provide monthly bookkeeping services to help business owners keep their records accurate, organised and ready for VAT returns, year-end accounts and tax compliance.
What's Included
✔ Processing and review of bookkeeping transactions
✔ Bank reconciliations
✔ Sales ledger review
✔ Purchase ledger review
✔ Expense processing review
✔ Review of account balances
✔ Virtual consultation if required
✔ Support with bookkeeping queries
This service is suitable for sole traders, limited companies, contractors, consultants and small businesses.
The advertised fee relates to one month of bookkeeping for businesses with straightforward bookkeeping records and typical transaction volumes for a small business.
Please contact me before purchasing if your business has a high transaction volume or requires significant bookkeeping reconstruction, as additional fees may apply.
I can work with virtually any bookkeeping or accounting software and have experience supporting businesses across a wide range of industries and sectors.
Many clients choose to continue on a monthly basis following completion of the initial bookkeeping period.
What the Freelancer needs to start the work
To commence work, I will require access to your bookkeeping records and accounting software together with any relevant supporting documentation.
This may include:
• Access to your accounting software
• Bank statements for the bookkeeping period
• Sales invoices and purchase invoices
• Details of any unreconciled transactions
• Copies of supporting receipts where applicable
• Details of any specific bookkeeping queries or concerns
As a UK regulated accountancy practice, I am legally required to carry out Anti-Money Laundering (AML) and Client Due Diligence (CDD) checks before commencing work. Valid photographic identification and proof of address will therefore be required.
The advertised delivery period of 5 working days will commence once all requested records, information and identification documents have been received and successfully verified.
Following purchase, I will arrange a short virtual meeting (Microsoft Teams or telephone) if required to discuss your bookkeeping requirements and answer any initial questions before commencing work.
Please note that this service is based on bookkeeping records being substantially complete. Additional fees may apply where significant bookkeeping reconstruction, correction work or investigation is required.