Don’t want the headache of bookkeeping or preparing your VAT return? Struggling to manage tracking restricted funds? Having a nightmare producing management accounts? Let us relieve the burden while you focus on running the organisation.
Everyone’s needs are unique so after we’ve had a chat and got to know you and your organisation we’ll send you a tailored proposal. Below we’ve included some example packages as a starting point so that you can have an idea of how much it could cost each month. We know that our clients are unique and their needs don’t always fit neatly into one of the boxes below, that’s why we’ll tailor a package to exactly suit your needs.
Paying a bookkeeper by the hour just doesn’t work. How do you know how many hours the job should take? How do you know if you bookkeeper is working efficiently? You want the certainty of a fixed monthly price so that you can plan and budget. For on going work we will agree a fixed monthly price that fits within your budget.
Take a look at the examples below and get in touch, let’s talk about what you need and how we can help so together we can craft something that is just right for you.
We used to have ‘standard’ packages on our website. We got rid of them. The reality was that none of our clients were on standard packages. They all have unique needs.
Small organisation, simple operations - £250k income
- Xero license
- Hubdoc license
- Expert support from a Xero certified advisor
- Transactions recorded monthly, simple coding
- Client sets up bank payments to suppliers and staff
- Monthly bank reconciliation
- Quarterly VAT return submissions
- Companies House Confirmation statement
- Fully remote service
- Payroll paid separately
- Year end accounts paid separately
Small organisation, complex operations - £500k turnover
- Xero license
- Hubdoc license
- Expert support from a Xero certified advisor
- Expenditure transactions recorded monthly, simple coding
- Direct debit income recorded and reconciled fortnightly
- Fortnightly bank reconciliation
- Client sets up bank payments to suppliers and staff
- Year end liaison with accountant
- Companies House Confirmation statement
- A quarterly video call with our expert team to review reports and make plans for the future
- Fully remote service
- Payroll paid separately
- Year end accounts paid separately
Medium charity, more complex operations - £2 million income
- Xero license
- Hubdoc license
- Expert support from a Xero certified advisor
- Expenditure transactions recorded fortnightly, coded to Funds and Departments
- Bank payments set up fortnightly
- Fortnightly bank reconciliation
- Quarterly VAT return submissions with calculation for business/non business split and partial exemption
- Quarterly balance sheet reconciliations
- Quarterly management accounts prepared
- Quarterly calls to work on management accounts together
- Support with budget preparation
- Liaison with charity auditors, including preparation of audit and accounts prep deliverables
- Charity Commission Annual Return submission
- Companies House Confirmation statement
- Remote service with occasional in person meetings
- Payroll paid separately
Medium charity - £2 million income + trading subsidiary
- Xero license
- Hubdoc license
- Expert support from a Xero certified advisor
- Transactions recorded fortnightly coded to account and department
- Bank payments set up fortnightly
- Fortnightly bank reconciliation
- Quarterly VAT return submissions with calculation for business/non business split and partial exemption
- Quarterly balance sheet reconciliations
- Quarterly group management accounts prepared
- Quarterly calls to work on management accounts together
- Preparation of Group accounts included
- Liaison with charity auditors, including preparation of audit deliverables
- Support with budget preparation
- Companies House Confirmation statement
- Charity Commission Annual Return submission
- Attendance at quarterly Committee and Board meetings
- Remote service with some Board meetings in person
Other options
The examples above are all based on clients we support with routine bookkeeping. We also support a few clients who have their own in house bookkeeper but who need some accounting oversight to boost the skills of the team.
Medium charity, in house bookkeeper - £1.5 million income
- Day to day bookkeeping done by the client
- Expert support from a Xero certified advisor
- Support with process improvements
- Posting of some transactions including payroll journals
- Quarterly balance sheet reconciliations
- Quarterly management accounts preparation
- Quarterly VAT return submissions
- Liaison with charity auditors, including preparation of audit deliverables
Bespoke options
- Weekly or fortnightly bookkeeping
- Bespoke reports
- Budgeting support
- Cashflow forecasting
- Restricted funds support and management
- Financial and Xero training
- App integration and support
- Process development
- Year end accounts and Corporation Tax
- Monthly video call with our expert team to review your reports and make plans for the future
- Personalise your package to better suit to your unique needs
What else do we do?
Xero migration
If you’re not already on Xero we can get you up and running in no time. Once we’ve found out a bit more about your organisation we can provide you with a bespoke quote to get your Xero file expertly set up. If you’re already on Xero you can jump straight into one of our monthly packages.
Bookkeeping catch up
If you’ve fallen behind with your bookkeeping and need a hand we can give you a one off quote for clean up work and after that we can either support with your routine bookkeeping or you can carry on taking care of your own books, either way you’ll get the same top quality service from our team.
Consultancy and Business planning
Your organisation and your needs are unique, help us to understand them so that we can find the best way to help you. Get in touch, let’s have a chat and get to know you and from there we can give you a bespoke quote.
It doesn’t matter if you just want to migrate to Xero, implement a new app integration or something else, we are Xero geeks and are here to help.
Payroll
We like to keep our prices simple and clear, payroll is just £6 per employee per month with a minimum cost of £30 per month, it makes a great bolt on to one of our bookkeeping packages. If you are new to using Xero payroll then there will also be a set up charge in the first month.
Get in touch today to discuss your needs.
Year end accounts and corporation tax
We look after the year end for a number of our business and charity clients, preparing and submitting their year end accounts and corporation tax. Our clients let us worry about the deadlines while they get on with running their businesses.
However we only offer this service to our bookkeeping clients. This allows us to offer you a better quality service than if we just deal with you once a year to prepare your accounts. We’ve followed your business throughout the year, we know your business, we know your problems and we understand your data. This is why we’re confident about offering you a smooth year end service.
And to keep things simple you can spread the costs and add the payment to your monthly support package.