What is included
- Monthly bookkeeping in your accounting software, reconciled to bank and card statements
- Accounts receivable and payable tracking, with ageing reports
- Month-end close with profit & loss, balance sheet and cash-flow statements
- A named accountant who answers your questions within one business day
- Year-end pack ready for tax filing and audit
How it works
- Free consultationWe confirm what needs to be filed, by when, and what we will need from you.
- Fixed-fee proposalYou get the scope, timeline and price in writing before any work starts.
- We do the workDocuments are collected through a secure portal, and your accountant keeps you updated.
- Review and fileWe walk you through the result, file it, and send you the confirmation.
What we will ask you for
Have these ready and we can usually start the same week. Missing something? We will help you get it.
- Read-only access to bank and card accounts
- Access to your accounting software (or we set one up)
- Sales invoices and purchase bills
- Payroll reports, if you have staff
- Prior-year financial statements
Common questions
Which accounting software do you work in?
QuickBooks Online, Xero, Zoho Books, Tally and Sage are the most common. If you do not have one yet, we will recommend and set one up for your size and country.
How often will I get reports?
Monthly by default, within the first two weeks of the following month. Weekly cash reports are available for businesses that need them.
Can you clean up past months that were never recorded?
Yes. Catch-up bookkeeping is quoted separately, based on the number of months and transactions involved.