Bookkeeping & Financial Reporting

Yes — we work exclusively with SMEs, founders, and growing teams that need structured bookkeeping, timely management reporting, and a month-end process that scales as headcount grows. We don’t operate as a generalist practice, which means our processes, turnaround standards, and pricing are all calibrated for businesses at your stage. If you also need filings, we can extend into VAT and Corporation Tax compliance using the same reconciled records.

Yes. We support common SME accounting platforms and will improve your setup, chart of accounts structure, and automation where needed so your month-end close is quicker and your reports stay consistent. We don’t require you to switch systems. Where forecasting is also needed, your live data connects directly into Planning, Analysis & Advisory without manual rework.

Yes. Many clients begin with a tidy-up — reconciliations, corrections, missing documentation, and chart of accounts restructuring — before moving onto ongoing monthly bookkeeping once everything is stable and accurate. This is common when a business has had inconsistent record-keeping or is preparing records for investors or a compliance deadline. If cash flow planning is also a priority after the clean-up, we can layer in forecasting support from the same data set.

We agree a simple month-end checklist at the start of the engagement — typically bank access or statements, sales and invoice data, purchase invoices, expenses, and payroll journals where relevant. The aim is a structured close that produces management accounts on time and keeps records ready for VAT submissions without last-minute scrambling. Most clients find the process becomes straightforward within the first two or three months.

Yes. We code transactions correctly, reconcile VAT control accounts, and keep supporting documentation organised so the return is ready when the deadline arrives. If you want us to prepare and file the return as well, that sits within our Tax Preparation & Compliance service using the same reconciled data set — there is no duplication of work between the two. This is a common combination for SMEs who want a single point of contact across bookkeeping and compliance.

Most SMEs choose monthly reporting, with accounts delivered within an agreed number of working days after month-end. We can also produce quarterly packs or investor-format reports depending on your requirements. Where you need planning support alongside reporting, we connect output directly into forecasts and decision analysis so you’re working from the same underlying figures.

Yes — we post payroll journals, reconcile PAYE and NI control accounts, and ensure your finance reporting reflects payroll accurately each month. This keeps your P&L and balance sheet consistent without requiring you to manage the crossover between your payroll provider and your accounts. If you want payroll run end-to-end including RTI submissions and pension management, that sits within our Payroll Management service.

Pricing is based on scope and complexity — transaction volume, reporting cadence, number of entities, and whether you also need tax compliance or payroll coordination included. We confirm a clear fixed proposal after a short discovery call so there are no surprises. The quickest way to get an accurate figure is to get in touch via our contact page and we’ll arrange a call within one business day.