Regular Bookkeeping Service Questionnaire

Every business is different and has different circumstances. To help our introductory call be as useful as possible for you, please could you answer the questions below before our meeting? Many thanks.

Name

Email Address

What type is your business?

Sole Trader

Limited Company

Other:

How many business transactions do you usually have per month through all your accounts?

1-100

101-200

201-300

301-500

501-1000

1001+

Other:

How many business current bank accounts do you have?

How many business savings accounts do you have?

How many business credit cards do you have?

How many and which sales channels do you have? (Your own website, Etsy, Folksy, British Craft House, Depop, NuMonday, in-person market sales, brick & mortar shop, etc.)

Are you VAT-registered?

Yes

No

Other:

Do you make any direct sales outside the UK? If so, to which countries? (Direct sales are any sales you're making through means other than selling platforms such as Etsy - so it includes your own website, for example.)

What do you currently use for your bookkeeping?

Spreadsheets

Xero

QuickBooks

Sage

Bookkeeper/Accountant

Other:

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

I’ve found this Basic Bookkeeping spreadsheet so useful, it’s a great resource especially for someone like me who is number phobic and beyond clueless with excel!

Kathryn Harrison Handmade Harrison

Amethyst Racoon has brought clarity and responsiveness to the financial workings of New Mills Festival. We can now see the current state of each project and event within the Festival as well as overall figures. Additionally by having immediate access and understanding of all our figures when she attends meetings Sara-Jayne is able to directly respond to any queries that arise on whatever aspect of our finances.

For the project that I was directly responsible for she ensured that it came in on budget and was able to follow through on all grant requirements, etc. Beyond that she is personally interested in how the various events are doing and can contribute informed suggestions on how to proceed.

I would happily recommend her services to any arts organisation or individual trader.

Toby Hardwick New Mills Festival

Thank you so much for being really generous with your time sorting out my computer problems and anxieties. You were so calm and patient and listened carefully to the difficulties I was experiencing. Then with amazing speed you created a system which I could use easily and with confidence. I am delighted, relieved and feel more in control. Thanks again.

Diana Cavanagh

I worked with Sara-Jayne on creating new initiatives for improving the on-line structure of a charity organisation. I’ve been more than impressed by her ability to quickly understand a problem and create easily achievable answers. She is approachable at any stage of the design process, quickly producing prototypes which are close or ready for production.

David Gibbons MBACP Liber8 Counselling Services Ltd

The bookkeeping services have been second to none. The confident and efficient way in which the services are provided mean that a layer of stress has been removed from our financial management. Having an expert, professional bookkeeper makes life easier – would highly recommend!

Patty Doran New Mills Festival CIC