Bookkeeping Services
Take the stress out of tax time as well as day-to-day decisions by having your books kept up to date all the time.
With this service, you send me your receipts and invoices, and I’ll process them and let you know where you stand.
If you’d like, we’ll meet monthly or quarterly to go through your numbers together.
Bookkeeping Services
What’s included?
- Weekly or monthly bookkeeping and reports, as appropriate for you and your business.
- You’ll be able to see in one place your total revenue, no matter how many ways you sell.
- Entering your invoices, expenses, receipts, and sales.
- I will enter your expenses so that you get meaningful data – not simply “General Expenses”!
- I will make sure you’re only claiming allowable business expenses, keeping you compliant with the regulations. I will help you make sure you’re incurring as few disallowable expenses as possible.
- Receipt management – I’ll corral your receipts together in one easy-to-get to spot for you, meeting your legal recordkeeping requirements.
- Performing bank reconciliations regularly. (This ensures all transactions have been accounted for, avoiding shocks later).
- Your questions answered as they arise in simple, easy-to-understand English (not Accountant-ese).
What else can be included?
These are optional add-ons
- Monthly or quarterly meetings to go through your figures together.
- Management accounts. This could be a wide range of things, depending on your business. For example, I could track your profit for each project, product, service, market, etc, to help you see what’s working, what to tweak, and what to drop.
- Pricing: I can calculate the minimum profitable prices for new or existing products or services.
- Cash flow forecasting – helping to make sure you can keep the lights on!
- Scenario planning: What if you buy this piece of equipment, or hire that help, or book that trade show? I can analyse the financial impacts of scenarios you’re considering, and explain the impact in straightforward terms.
What’s not included?
- Tax returns are not included, including Self-Assessment, Corporation, and VAT returns.
- Software costs are not included. These vary based on which software you choose, but you can expect to pay from around £9 to £30 per month for the accounting software.
Digital Receipt Management
So that we can work together 100% online, I will set up a system for capturing receipts that’s quick and easy for you to use. You’ll just snap a photo and send it to me.
Your receipts will be available right where they’re needed in your cloud accountancy software, and also in a cloud file storage system, so you’ll always have it, even if you change accounting software.
When all your transactions are recorded correctly, from the receipts, you can:
- Be certain you’re paying the right amount of tax.
- See more clearly what your expenses are. Whether you need to cut back on outgoings, or need to see what impact changing a supplier will have, it starts with having reliable information to start.
Ready to lighten your load?
Why Sara-Jayne?
More than Numbers
I love to create: I sew, I play the clarinet, I've just gotten a pyrography kit to start on, I enjoy making cards occasionally. It's not a strong enough suit for me to make a living at it, but I know what it is to create.
I'm a mathematician, a qualified bookkeeper, and generally very gifted at spotting connections. These are my biggest strengths, and I want to use it to help you excel at your strengths.
I want numbers to be available to inform every business owner, even the brand new sole trader. But I know that there is more to life than numbers, and I will prompt you to do what feels right to you, rather than blindly following the numbers.
What my clients say
Pricing
Different business owners have different needs and wants. We’ll talk through your needs, wants, and goals, and find the right combination of services for you, mixing and matching only what you want and can benefit from. To give you an idea, here are some of the sorts of things we can include:
Bookkeeping
- Monthly or quarterly written reports
- Weekly or monthly bookkeeping: entering your sales and expenses
- Helping you stay compliant with regulations and maximising your tax savings legally
- Receipt management
- Bank reconciliations
- Your questions answered in straightforward language
- Optional Add-ons Include:
- Monthly or quarterly review meetings via Zoom
- Management accounts: Track profit for each project, product, service, market, etc.
- Pricing guidance
- Cash flow forecasting: Keep the lights on
- Scenario planning: What if?
Ready to lighten your load?
Your review meeting
At your monthly or quarterly review meeting, we’ll discuss:
- Your profits and losses.
- What’s gone well and what hasn’t: what to do more of and what to avoid!
- Your plans and goals for the next month, quarter, and year, and how to get you there.
This is your chance to speak in confidence with someone about the nitty-gritty details of your business, bounce ideas around, and come away empowered to make the most out of your business.
Free Resources
I’m passionate about helping you thrive no matter what your budget or where you are on your business journey, so I’ve created some free resources to help you.
Save Yourself Time
Read my guide to 5 mistakes you're making with your bookkeeping - save yourself time, money, and energy!
More free resources
There are training videos, a blog, calculators, and more to help you become more profitable doing what you love.
Other ways to work with me
Done-For-You Bookkeeping Services won’t be the right fit for everyone at every time.
You might not quite be ready to outsource, in which case my Bookkeeping Coaching package may suit you better.
Let’s work together – the right way for you – so that your business can thrive when you understand your numbers and what they can do for you!