How we've helped our clients
local motor mechanic
New to accounting software, came to us using spreadsheets to track income and expenses which the previous accountant had used to calculate his annual accounts and tax return. Sales invoices were created using an excel template. Using the data from the spreadsheets we transferred them to Quickbooks and Dext. After linking their bank account and a short training session on how to create customer invoices the client was up and running.
boutique online retailer
Having successfully started using Xero this client was struggling with incorporating the difference income streams from Stripe, Paypal and iZettle so the bank reconciliations were in a complete muddle with multiple contacts created through the different integrations. We reviewed their Xero account, created bank rules and transfers to help streamline the process. We then connected the client to Dext® so that we could make sure their data was kept as clean as possible and reconciled frequently.
Came to us as a sole trader looking to incorporate their business to limited company. We took them through the process and made sure all their registrations were in place for VAT, CIS and PAYE. We provide bookkeeping oversight on a monthly basis, prepare and submit CIS and VAT returns.
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Whatever your accounting need, from day to day bookkeeping to annual accounts and tax preparation, we can create the service that fits your needs.
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Whatever your accounting need, from day to day bookkeeping to annual accounts and tax preparation, we help you understand the service that fits your needs.
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