Bookkeeping Services
Based in Devon
For Small and Medium Sized Companies
As a virtual bookkeeper we can deal with the day-to-day management of your business finances, explain them to you in a clear way each month, and help you to grow your business through providing clarity with your figures.
Recording Financial Transactions
Accurate financial records are essential for keeping your business running smoothly. I ensure that every transaction is properly recorded, giving you a clear picture of your finances.
Sales and Income Tracking – Recording invoices, payments received, and other revenue sources.
Expense Management – Logging business purchases, subscriptions, and supplier payments.
Bank and Cash Transactions – Keeping track of bank transfers, withdrawals, and petty cash expenses.
Accounting Software Integration – Using tools like Xero, QuickBooks, or Freeagent to automate and simplify financial tracking.
Managing Accounts
Staying on top of your accounts helps you understand cash flow and avoid late payments. I organise and reconcile your accounts to ensure everything is accurate.
Accounts Payable (Money You Owe) – Tracking supplier invoices, scheduling payments, and ensuring bills are paid on time.
Accounts Receivable (Money You’re Owed) – Monitoring outstanding invoices, chasing late payments, and keeping cash flow steady.
Bank and Credit Card Reconciliation – Matching transactions in your books with bank statements to prevent errors or missed entries.
Financial Accuracy Checks – Identifying discrepancies and ensuring accounts reflect real-time financial activity.
Liasing with Stakeholders
Good bookkeeping isn’t just about numbers—it’s about clear communication with the people involved in your business finances.
Working with Your Accountant (if you have one) – Ensuring seamless year-end tax filings by keeping records organised and ready for review.
Communicating with HMRC – Helping you stay compliant with tax obligations and VAT submissions.
Supporting Your Business Growth – Providing financial insights that help you make informed decisions about your business strategy.
Software Expertise
Using the right tools makes bookkeeping more efficient and accurate. I work with industry-leading accounting software to streamline your financial processes.
Xero, QuickBooks, and Freeagent – Expert use of cloud-based software to manage transactions and generate reports.
Custom Spreadsheet Solutions – Creating tailored spreadsheets to track your finances if you prefer a manual system.
