Your books, closed every month.
Companies and freelancers who want their books closed every month, not once a year. You send receipts and statements as they come; we reconcile, categorise and send you a one-page report with what changed and what to watch.
Fees are fixed in writing before we start. Excl. VAT.
What’s included.
Everything below is part of the fee. Anything else is quoted in writing first.
- Bank and card reconciliation every month
- Sales and purchase ledgers kept up to date
- Management accounts with a one-page summary
- A short call each quarter to go through the numbers
- Year-end pack ready for your annual accounts
How it works.
The same steps every time, with dates you can plan around.
Day one
We take over your records, check what is pending and set up the client area where you upload receipts.
Every month
We reconcile your accounts by the 10th and send a one-page report: revenue, costs, cash and anything unusual.
Every quarter
A thirty-minute call to look at trends, tax coming up and decisions you are weighing.
Who works on it.
A named lead adviser and the people who prepare your filings.
Priya Raman
Javier Ruiz de Aza
Further reading.
Guides from the same practice, written by our advisers.
Other services.
In the same practice, each with its own page.