MONTHLY SERVICE
Every month, done and checked.
Bookkeeping and VAT returns, kept up to date so your figures are right whenever you need them. Two ways: we oversee the books you keep, or we do the bookkeeping.
TWO WAYS
Choose how much you do yourself.
Oversight
You enter your own transactions. Each month we check the books agree, sort out what doesn't, file the VAT return and keep the year end ready for your accountant.
For businesses with someone already doing the entering.
Start onboardingFull bookkeeping
Bills, receipts and the bank feed come to us. We enter it, reconcile it, file the VAT return and keep the year end ready for your accountant.
For businesses who'd rather not touch it.
Start onboardingBOOKKEEPING
Books that are current, not catching up.
Either way, every month:
So the balance in the books is the balance in the bank.
Photograph or forward them; they're read and matched for you.
Not left for the year end.
On software you can see at any time.
VAT
Returns built from books that are already right.
Prepared from reconciled books
Not from a spreadsheet at the last minute.
Checked before filing
VAT codes reviewed, and regular monthly costs confirmed as all there for the quarter.
Filed under Making Tax Digital
With the figures sent to you first.
WHERE IT IS NOW
A busy shop, kept right every month.
The shop from our Sort my books story is on Oversight. It enters its own transactions, and each month we check that the till and the books agree, file the VAT return and keep the year end ready for the accountant, for a fixed monthly fee.
HOW THE FEE IS SET
A fixed fee, agreed before we start.
Every set of books is different
The fee follows the work in yours, not a package someone else is on.
Agreed after we've seen the records
We look first, then quote. No figure guessed before we know what's there.
One monthly invoice, by direct debit
You see the invoice before anything is collected.
GETTING STARTED
Start online in one sitting.
We send you a secure link: your details, identity checks and direct debit, all in one go.