Bookkeeping & Financials

Organized records, accurate statements and better financial control.

About this service

Clean books save you money at tax time and give you the confidence to plan. We record and organize your transactions so nothing is missed.

What we do for you

  • Day-to-day recording of income and expenses
  • Organized, audit-ready records
  • Monthly profit and loss and balance sheet
  • Catch-up bookkeeping for previous periods
  • Set-up of simple accounting systems that fit your business

Who it is for

Owners who want to focus on running the business while someone else keeps the records accurate and up to date.

Documents we usually ask for

  • Bank and cash records
  • Invoices and receipts
  • Loan and asset details
  • Opening balances or previous books

The exact list depends on your situation. We will confirm it once we understand your case.