Phoenix - Your AI AssistantReview and clean up your UK bookkeeping records
Delivery in
5 days
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What you get with this Offer
This service is designed for UK small businesses whose bookkeeping records are messy, unclear, or not ready for VAT or reporting purposes.
I will review your existing records, identify errors or gaps, reconcile accounts where possible, and organise your bookkeeping so it is accurate, compliant, and clear.
The service focuses on clean-up and review, not ongoing bookkeeping or HMRC submissions. You will receive corrected records and a brief summary explaining what was done and any outstanding issues to be aware of.
This is a fixed-scope professional service handled carefully and confidentially by a UK Chartered Accountant.
I will review your existing records, identify errors or gaps, reconcile accounts where possible, and organise your bookkeeping so it is accurate, compliant, and clear.
The service focuses on clean-up and review, not ongoing bookkeeping or HMRC submissions. You will receive corrected records and a brief summary explaining what was done and any outstanding issues to be aware of.
This is a fixed-scope professional service handled carefully and confidentially by a UK Chartered Accountant.
What the Freelancer needs to start the work
• Access to your bookkeeping records (Xero, QuickBooks, or Excel)
• Bank statements for the period covered
• Sales invoices and expense records for the same period
• Confirmation of the time period to be reviewed
No sensitive information will be shared outside this project.