Bookkeeping that's
always up to date.

We keep your books current all year round, so the figures in your portal show where your business is today, not where it was last year.

All packages50 to 500 transactions a month, by package

What's included

Covered by your fixed fee.

Recording your purchases, receipts and payments in Xero or QuickBooks
Posting your sales from a connected payment provider, once you've confirmed the postings look right. We don't raise sales invoices for you: that stays with you
Reconciling your business bank accounts and credit cards
Keeping your ledger in order, including any journals needed
Simple reports on who owes you and who you owe, whenever you need them
Letting you know promptly if anything doesn't add up

Real time

Your numbers, as they happen

Bank transactions flow in through your bank feed and are recorded as we go, rather than in one big batch at year end.

Anything that needs a receipt or an invoice is flagged in your portal, so you can deal with it in a couple of clicks while it's still fresh.

Low touch

What we need from you.

Connect your bank and payment tools. We'll walk you through it
Raise and send your own sales invoices to your customers, in Xero or QuickBooks
Upload receipts and invoices when your portal asks for them
Answer the occasional question about a transaction

Good to know

Outside the fixed fee.

Bookkeeping on its own doesn't include payroll, VAT returns, tax advice or year-end accounts. Each has its own service, and most of our packages include them.

If you ever need something outside the fixed fee, we'll agree the price with you before we start. No surprise invoices.

FAQs

Common questions.

Do I need to use Xero or QuickBooks?

We work in both. If you don't have either yet, we can provide a licence as an add-on, and if you're on spreadsheets we'll move you across at no extra cost.

How up to date will my books be?

Bank transactions arrive automatically through your bank feed, and sales from a connected payment provider are posted every week. You'll never be waiting on a year-end catch-up to see how you're doing.

What if I'm missing a receipt?

We'll flag it in your portal. You can upload a photo or file straight against the transaction, or tell us it was a personal cost.

What counts as a transaction, and what if I go over?

Each line that comes through your business bank and card feeds counts as one. Every package has a monthly allowance: 50 on Sole Trader Essential, 150 on Sole Trader Plus, 200 on Limited Company and 500 on Scale. A busy month or two is fine. If you go over in a third month within any 12 months, we'll move you to the next package up from the following month, and we'll always tell you first.