Service Packages

Bookkeeping Packages

I don’t offer a ‘one size fits all’ approach to my bookkeeping services as every business is different. You may need me to take all of your paperwork off your hands and just give you monthly reports, or you may find that you want more control and purely want me to do quarterly checks and file your VAT return. I can tailor a package to suit you and your business.

To find out how I can help your business contact me today on: 0121 318 2150 or email me at

Some of the features:

Posting purchase invoices and expenses

I will post expenses to the correct expense codes enabling you to obtain relevant financial information and comply with HM Revenue and Customs requirements.

Carrying out monthly reconciliations

Reconciling your bank account on a regular basis is critical. I will conduct a reconciliation on all bank accounts and credit cards every month.

Precision Accounting with Accruals and Prepayments

Accruals and prepayments need to be added via adjusting journal entries so that the financial statements report these amounts.

Maintaining your Fixed Asset Register

Maintaining a register means you can keep track of your major assets, keep track of their value and makes the production of the end of year financial statement much easier.

Debtor Monitoring

Cash is so important. And a key part of cash management is keeping control of debtors (i.e. the amounts of money that you are owed by customers).

Management Reporting

As part of my cloud accounting service I will help you set up the key reports you need so that the most important information is always a click away.

VAT returns

If you are VAT registered, you will need to complete VAT returns. To make your life easier I will do this for you, which will save you time and give you the peace of mind they are being completed correctly.

Making adjustments for any foreign currency transactions

Foreign transactions are complicated because you either have to deal with exchange rate conversions or accounting for finance fees on each foreign currency receipt or expense. But don’t worry; we’ll sort that out for you.

Unlimited Telephone and Email Support

Your fixed price is fully inclusive of unlimited email and telephone support for advise on ad-hoc matters. This means that you can call me at any time knowing that you will never be charged for my time or advice.

Contact me today to find the right solution for you


Cloud Set-up Packages

There are a myriad of Cloud Accounting solutions. They are all
different. Some are better than others. Some suit different types
of business. Getting the wrong solution will cause you a big headache.
And assessing all of the options is time-consuming. I will
analyse your business and recommend the most appropriate
cloud software solution that best meets your needs. This will save
you time and avoid the headaches of having the wrong solution.

Setting up a business on any Cloud Accounting software is tedious
and time consuming. I will do the set up for you, which will save
you time to get on with running your business.

Sample package features:

  • Analyse and select the best solution
  • Company set up routine
  • Chart of Accounts set up
  • Full data and transaction history conversion
  • Software subscription
  • Training day
  • Unlimited email and telephone support
  • Enhanced credit control
  • Quarterly reconciliation
  • Management information at your fingertips
  • Bank feed set up
  • Holistic system
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To find out more about what I can offer your business contact me today