What we need from you
Access to the accounting file, bank feeds or statements, a document source (portal, shared drive or capture tool), and a named person to answer queries. We'll send a single consolidated query list rather than pinging you daily.
Once you're three months back, every question you ask the numbers has a caveat attached, and the year-end becomes an archaeology project. We take it off your desk and keep it current — including clearing whatever backlog exists before we start.
Access to the accounting file, bank feeds or statements, a document source (portal, shared drive or capture tool), and a named person to answer queries. We'll send a single consolidated query list rather than pinging you daily.
Practices with more bookkeeping volume than staff. Businesses with high transaction counts — hospitality, transport, trade contractors — where the ledger moves too fast for a part-time bookkeeper.
No limit. Backlog work is quoted separately as a one-off, then we move to a monthly rhythm.
Yours, always.
One consolidated list per cycle, with our suggested treatment against each item so you're approving rather than researching.
Yes. We'll reconcile the opening position first and flag anything that doesn't tie.
We'll quote it properly rather than giving you a range — and you'll see how we work before you commit to anything.