Keeping business records up to date on paper and screen

Bookkeeping is the day-to-day recording of everything that moves through your business: sales, purchases, expenses and bank transactions. Done well, it gives you a clear, current picture and makes year-end accounts, VAT and tax far simpler. Done badly, it costs you time and risks penalties.

What our bookkeeping service covers

We take care of the routine, so you can get on with running your business. Depending on what you need, that can be a light-touch review each quarter or a full weekly service with your records kept continuously up to date.

Everything runs on modern cloud accounting software, so your figures are live and you can check them whenever you want, not weeks after the event.

What's included

Transaction recording

Sales, purchases and expenses recorded accurately and consistently.

Bank reconciliation

Automated bank feeds reconciled, so your records match reality.

VAT-ready data

Records kept in the right shape for VAT returns and Making Tax Digital.

Supplier & customer ledgers

A clear view of who you owe and who owes you.

Regular reporting

Simple summaries, so you can see how the business is doing.

Software support

Help choosing, setting up and getting the most from your software.

Who needs bookkeeping support

Every business that trades needs some form of bookkeeping, but the right level of help varies. A busy sole trader might just want their records tidied and VAT handled; a growing limited company may need weekly bookkeeping feeding into monthly management figures. You will probably benefit from support if any of the following sounds familiar:

  • You are spending evenings and weekends on admin instead of your business
  • You are not sure how much money the business is really making
  • Receipts and invoices are piling up, or going missing
  • You have been caught out by a VAT return or a tax bill before
  • You want to move to cloud software but are not sure how

Why good bookkeeping is worth it

Good bookkeeping is not only about compliance. Accurate records let you see your true profit, plan for tax, chase overdue invoices and make decisions from real management figures rather than guesswork. When your accounts are prepared at year end, clean records also keep the work, and often the fee, down.

In plain terms: bookkeeping records the numbers; accounting interprets them. The two work together, and accurate bookkeeping makes everything that follows faster and cheaper.

How we get started

1

Review where you are

We look at how your records are kept now and what software, if any, you use.

2

Agree the right level

We recommend a weekly, monthly or quarterly service and set a clear fixed fee.

3

Keep you on track

We maintain your records, flag anything that needs attention and keep you ready for every deadline.

Bookkeeping for Newcastle and North East businesses

We keep the books for sole traders, partnerships and limited companies across Newcastle, Gateshead and Sunderland, in retail, the trades, hospitality, professional services and plenty more besides. Whether you prefer to meet in person or work entirely online, we fit around the way you run things.