FAQs

The Frequently Asked Questions page!

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Bookkeeping Concepts & Education (2)

DEALER is an easy way to remember which accounts are usually debited or credited.

  • D: Dividends
  • E: Expenses
  • A: Assets (these accounts increase with Debits)
  • L: Liabilities
  • E: Equity
  • R: Revenue (these accounts increase with Credits)

I like this framework because it helps demystify why debits sometimes feel like “adding” and other times like “subtracting.”

In cash accounting, you record income and expenses when the money actually moves. In accrual accounting, you record them when they’re earned or incurred – even if payment happens later.

Many small businesses start with cash accounting because it’s simpler, but accruals give you a clearer picture of how your business is performing over time.

Compliance & Record Keeping (2)

Yes! Part of my role is to make sure your records are clear and well-organised, which makes any inspection far less stressful.

If you receive notice of an HMRC enquiry, I can help gather supporting documents and explain how your records have been prepared.

In the UK, you must usually keep business records for at least 6 years after the end of your accounting period.

This includes invoices, receipts, bank statements, and other supporting documents.

If you’re unsure what to keep, I’m always happy to help you put a simple system in place.

General About Me & How I Work (2)

Yes! I support sole traders, small limited companies, partnerships, and charities.

My approach is flexible, so whether you run a microbusiness from your kitchen table or manage a growing organisation, I can tailor my services to fit your needs and budget.

Learn more about who I work with on my About page.

I offer a range of bookkeeping services designed to meet you wherever you are. This includes clean-up and catch-up bookkeeping if you’ve fallen behind, regular monthly maintenance, categorisation and reconciliation of your transactions, help setting up or improving your accounting software, and clear management reports.

My focus is always on making your records accurate, organised, and easy to understand – so you can make confident decisions without stress.

Find out more specific details on the Services Overview page.

Philosophy & Mindset (2)

To me, it means seeing beyond the spreadsheets. It’s about empathy, understanding the emotional side of running a business, and meeting people where they are.

My role is to help you feel informed and supported – not judged or overwhelmed.

Because I’ve seen how much stress uncertainty can create for business owners.

Good bookkeeping isn’t just about ticking boxes for compliance – it’s about giving you the confidence to make decisions without fear. When you know where you stand financially, everything feels a little more manageable.

Pricing & Engagement (2)

Absolutely. You can pause or stop services at any time with reasonable notice (usually 30 days).

I believe in flexibility – if your business circumstances change, just let me know and we’ll adjust your support plan together.

I offer clear, fair pricing that reflects the time and expertise involved. Some services, like catch-up projects or software setup, have a fixed fee. Ongoing bookkeeping is typically billed monthly based on the volume and complexity of your transactions.

Before we start, you’ll always get a detailed proposal so you know exactly what to expect – no hidden surprises.

Special Situations (2)

Category: Special Situations

Oh yes! You’d be surprised how common this is. I specialise in clean-up and catch-up bookkeeping projects. No judgement – just practical, step-by-step support to bring everything up to date.

Once we have a clear picture, we can decide on the best way to keep you organised going forward.

Category: Special Situations

I’m sorry to hear that. Trust is essential in bookkeeping, and I take it seriously.

My approach is transparent, methodical, and focused on clear communication. You’ll get regular updates, easy-to-understand reports, and a friendly face who’s committed to reducing stress, not adding to it.

Starting & Working Together (2)

Our first call is simply a relaxed conversation to understand what’s happening in your business. We’ll talk about where you are now, what challenges you’re facing, and what you’d like to achieve. I’ll explain how I work and answer any questions you have. There’s no jargon or pressure – just a chance to see if we’re a good fit.

Ready to book a chat? You can schedule your free discovery call here.

Usually, I’ll ask for:

  • The last 12 months of bank statements
  • Any existing bookkeeping records (spreadsheets, software, or paper files)
  • Details of your bank and credit card accounts
  • A little background about when your records were last reconciled or reviewed

I also carry out a simple identity check as part of my professional obligations.