For UK SMEs: Accounting & Analytics
Expert Bookkeeping & Accounting Services for Growing Businesses
Audit-ready books. Zero stress.
Keep your finances organised with accurate bookkeeping, reconciliations, VAT-ready records and clearer monthly reporting.
Service operating model
Bookkeeping & Accounting
Time to value:
Bookkeeping and accounting services for UK businesses needing reconciliations, VAT-ready records and clearer monthly financial reporting.
Sound familiar?
Messy records are costing you clarity
You might recognise:
Unorganised Receipts
Messy records lead to missed tax deductions and immediate HMRC scrutiny.
Looming HMRC Deadlines
Missed filing dates trigger compounding automatic penalties starting at £100.
Zero Cash Visibility
Without real-time data, you are forced to make commercial decisions blindly.
Spiralling Year-End Bills
Accountants charge premium cleanup rates when handed unreconciled, messy data.
Unreconciled Bank Feeds
Ignored bank feeds hide critical errors, fraud, and severe cashflow issues.
What you gain
Cleaner books, calmer decisions
Here’s what improves:
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Real-Time Visibility
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HMRC-Compliant Records
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8+ Hours Reclaimed
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Reduced Year-End Fees
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Confident Decision Making
What's included?
Practical bookkeeping support built around control
Your service includes:
Monthly Bookkeeping
Transaction coding, reconciliation, ledger management
Price: 175/mo+VAT / Ideal for: 50+ transactions monthly
Quarterly Review
Period-end close with variance analysis
Price: From295/qtr+VAT / Ideal for: Owner-managers wanting insight
Year-End Prep
Accounts to trial balance for accountant
Price: From495+VAT / Ideal for: All UK limited companies
MTD VAT Setup
Software config, bank feeds, training
Price: One-off225+VAT / Ideal for: Newly VAT-registered
Enhance your results
Add deeper finance visibility when needed
Take it further with:
Implementation Support
Optional follow-on support to implement the Bookkeeping & Accounting recommendations, assets, systems, records or improvement actions.
Quoted separately
Review and Optimisation Session
Add a structured follow-up review to validate outcomes, refine delivery, and agree next actions after the initial engagement.
Quote on request
Strategic CFO Discovery Day
One-day on-site engagement with a senior management accountant. We map your numbers against your strategy, identify the three highest-leverage finance fixes, and leave you with a written 90-day implementation plan. Credited against your first 6 months of fees if you proceed.
£1,250
Is this for you?
Built for UK businesses that need order
This service suits you if:
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Organisations that need bookkeeping & accounting with clear deliverables and accountability.
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Teams that want measurable improvement, practical execution, and less operational friction.
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Decision-makers who need support aligned to current priorities, constraints, and timelines.
Who This Is Not For
Not for businesses avoiding financial discipline
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Teams looking for instant results without implementation follow-through or internal ownership.
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Buyers who need a low-touch commodity solution with no discovery, collaboration, or decision support.
Client Stories
Real support, real operational clarity
What clients experienced:
Our previous bookkeeper would close the month two weeks late and the numbers never tied to the bank. Tobi's team had us on a five-working-day close inside the first quarter, and the year-end fee from our accountant dropped by £3,400.
M.K., Finance Director, professional services firm, London
I stopped doing bookkeeping at midnight on Sundays. That alone is worth the fee. The fact that we now know our gross margin per SKU each Monday morning is the bigger story.
R.A., Managing Director, e-commerce retailer, Manchester
We came in mid-VAT-period with three months of unreconciled feeds. They cleared the backlog inside two weeks and filed the VAT return on the original deadline.
S.B., COO, B2B SaaS company, Birmingham
Pricing & Investment
Clear scope before financial commitment
Investment depends on:
Core Delivery
Scoped around your requirements with clear deliverables, milestones, and next-step recommendations.
Quote on request
Core Delivery
Includes Core Delivery plus weekly bank reconciliation, monthly management accounts pack with KPI commentary, payroll-journal posting, and quarterly meeting to review margin and cash position. Suitable for businesses with 20-80 transactions per week.
£950 / month
Strategic
Includes Comprehensive plus consolidated multi-entity reporting, departmental P&L, board-pack preparation, cash-flow forecasting (13-week rolling), and monthly meeting with a senior controller. Suitable for groups, scaled SMEs, or PE-backed businesses.
£1,750 / month
All prices exclude VAT. Custom quotes available.
How It Works
A structured route from records to clarity
Here’s the process:
1. Assess the Current State
We review your current setup, constraints, and priorities so bookkeeping & accounting is scoped against the real operating context.
2. Deliver the Agreed Scope
We execute the agreed work with clear milestones, practical communication, and visible progress against defined outcomes.
3. Review Outcomes and Next Actions
We close with recommendations, implementation notes, and clear next steps to sustain the gains from the engagement.
4.
01
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Shielded delivery
No-Surprise Year-End Pricing
If your year-end pack requires more than 8 hours of cleanup at handover, we cover the cost ourselves. We have never invoiced this clause, because the work is already clean. You will never receive a 'cleanup' invoice from your tax accountant for work that should have been ours.
Frequently asked questions
How long does it take to onboard our existing books?
We complete most onboardings inside 14 days. Week 1 is bank-feed connection, chart-of-accounts review, and migration of trial balance from Xero, QuickBooks, FreeAgent, or Sage. Week 2 is reconciliation through to today, exception handling, and your first management snapshot.
Will you also act as our HMRC tax accountant?
No. We are your bookkeeping and management-accounts team. We hand year-end packs to your tax accountant in their preferred format (TB, fixed-asset register, debtor/creditor schedules), which typically reduces their year-end fee by 25-40 percent.
What if HMRC opens a Making Tax Digital enquiry?
Every client gets MTD-compliant digital records by default and a 24-hour HMRC correspondence response window. We have closed every MTD enquiry on our books with no penalty, because the audit trail is already there.
Can we keep using our existing accounting software?
Yes. We work natively in Xero, QuickBooks Online, FreeAgent, and Sage Business Cloud. If you are on desktop Sage 50 or Excel, we will recommend a migration path, fund the licence for the first 12 months, and complete the migration as part of onboarding.
Why us
Why Choose Us
✓ Practical delivery tied to measurable business outcomes rather than generic recommendations.
✓ Clear scope, communication, and accountability from discovery through implementation.
✓ Advisory depth combined with hands-on support so progress does not stall after planning.
✓
Service journey
Diagnose / Record / Comply / Analyse / Optimise
Current lifecycle stage: before
Related services
Explore adjacent support only after this service is clear.
Secondary navigation for cross-service discovery.
VAT Returns
Complementary support for the same finance journey.
Payroll Services
Complementary support for the same finance journey.
Corporation Tax CT600
Complementary support for the same finance journey.
Ready to Move Forward?
Book your discovery call and get a practical implementation roadmap for bookkeeping & accounting.

