I like to look at things through the eyes of you, the client, as much as I can… in terms of problems and challenges you have, rather than services I offer.
So if any of the statements below resonate with you, there’s a good chance I can help!
- I’m Behind and Overwhelmed
- I Don’t Know Where My Money Is Going
- I’m Worried About Compliance and Penalties
- I Need Professional Records for Funding or Tax
- I Don’t Have Time to Do This Myself
- I Don’t Understand Bookkeeping or Software
- My Current System Isn’t Working
- I’m Worried About Mixing Business and Personal Transactions
- I Want to Be More Tax-Efficient
- I’m Worried About Cash Flow and Running Out of Money
- I Don’t Want to Be the One Chasing Money
- I’m Growing and Need Better Systems
- I Just Want Peace of Mind
- I’ve Had a Bad Experience with a Previous Bookkeeper
- I’m Preparing to Sell, Merge or Exit My Business
I’m Behind and Overwhelmed
If you find yourself thinking any of these…
- “I’ve fallen behind and don’t know where to start.”
- “My accountant keeps chasing me for up-to-date records.”
- “I haven’t done any bookkeeping for months (or years).”
- “I feel embarrassed about the mess my books are in.”
Services that could help…
I Don’t Know Where My Money Is Going
- “I have no idea if I’m making a profit or not.”
- “There’s money coming in and out, but I don’t know how it adds up.”
- “I’m worried I’m spending too much, but can’t see where.”
Services that could help…
I’m Worried About Compliance and Penalties
- “I’m scared HMRC will fine me.”
- “I don’t know if I’m VAT-registered or should be.”
- “I’m not sure if I’m keeping the right records.”
- “I’m anxious I’ll get audited.”
Services that could help…
- VAT return preparation
- Monthly reconciliations
- Support in gathering and storing documentation
- Year-end handover packs
I Need Professional Records for Funding or Tax
- “I need clean books to apply for a business loan.”
- “I have to show my accountant my year-end figures.”
- “My mortgage lender is asking for up-to-date accounts.”
Services that could help…
I Don’t Have Time to Do This Myself
- “I’m too busy running my business to keep up with bookkeeping.”
- “I keep putting it off because I hate paperwork.”
- “It feels like a distraction from serving my customers.”
Services that could help…
I Don’t Understand Bookkeeping or Software
- “I find bookkeeping confusing and frustrating.”
- “I don’t know how to use QuickBooks or Xero.”
- “I’m worried I’ll do something wrong.”
Services that could help…
My Current System Isn’t Working
- “I’m still using spreadsheets and it’s too easy to make mistakes.”
- “My software setup is messy and confusing.”
- “I’m paying for accounting software but not using it properly.”
Services that could help…
I’m Worried About Mixing Business and Personal Transactions
- “I sometimes use my business account for personal stuff.”
- “I’m not sure what’s allowable as a business expense.”
Services that could help…
- Categorisation with clear explanations
- Education about allowable expenses
- Help separating business and personal finances
I Want to Be More Tax-Efficient
- “I don’t know if I’m claiming everything I can.”
- “I’d like to be better organised so my accountant can help me pay less tax.”
Services that could help…
- Accurate categorisation and expense tracking
- Clear records to support your accountant’s tax planning
- Ongoing advice about good record-keeping habits
I’m Worried About Cash Flow and Running Out of Money
- “I keep getting surprised by VAT bills.”
- “I’m not sure if I have enough money to pay suppliers.”
Services that could help…
I Don’t Want to Be the One Chasing Money
- “I hate chasing late-paying customers.”
- “I’m losing track of who owes me what.”
Services that could help…
I’m Growing and Need Better Systems
- “My business is getting bigger and I can’t keep up.”
- “I need better reporting to understand profitability.”
- “I want to plan ahead, not just look backwards.”
Services that could help…
- Management accounts and cash flow reports
- Software training and automation
- Bespoke financial health checks
I Just Want Peace of Mind
- “I don’t want bookkeeping to be my problem anymore.”
- “I just want to know everything is taken care of.”
Services that could help…
I’ve Had a Bad Experience with a Previous Bookkeeper
- “My last bookkeeper disappeared or stopped responding.”
- “I don’t trust anyone with my books anymore.”
- “I think my old bookkeeper did it wrong but I’m not sure.”
Services that could help…
- Clean-up and review of prior work
- Reconciliation and error correction
- Clear, transparent communication
I’m Preparing to Sell, Merge or Exit My Business
- “I need my records in order for due diligence.”
- “I want clean, professional reports to show a buyer or merger partner.”
- “I need to be confident everything is accurate before I hand things over.”
Services that could help…
- Historical clean-up and reconciliation
- Preparation of management reports and supporting schedules
- Help gathering documents for due diligence
- Ongoing support during the sale or merger process
If there’s nothing that grabs your attention here then I suspect you might need more specialised help, from a full-blown accountancy service.