Professional Bookkeeping

for Sole Traders & SMEs

Onsite (Fully Booked)
or Remote (Limited Availability Get in touch today)

Experienced, Friendly, Professional, Reliable

Qualifications: AAT Level 3 Diploma in Accounting

Professional Accreditation: AATQB – Licensed by the Association of Accounting Technicians

Insurance & GDPR: Fully insured and registered with the Information Commissioners Office

AAT Licensed Freelance Bookkeeper, Distance Hiker, Mother.

ABOUT

Experienced, qualified AAT Licensed Bookkeeper working with sole traders, small businesses and directly with Accountants to provide an exceptional and reliable service.

A strong accounting professional with an AAT Level 3 Diploma in Accounting and OVER 5 years’ active experience.

Taking care of your day-to-day finance requirements :

Data Entry – Management Accounts – Financial Statements – Filing – Sage 50 [& Sage Online] – Quickbooks – Xero – Microsoft Excel Expert – All levels of small office administration

Emergency Bookkeeping

Getting a bit much? Call me

Receipts

Is there a drawer full of receipts and invoices you’ve been ignoring for too long?

Are you making money?

Do you have no idea if you’re making money or losing money?

Credit Control

Are you losing track of Debtors and Creditors?

Consultation

I offer a free one hour on site* consultation to assess exactly what needs to happen to get the day to day finances of your business up and running. If you are happy with the subsequent proposal I will roll my sleeves up and get stuck in!

Travel

*Llanelli, Carmarthen and Swansea site visits incur no fee however further afield or difficult to reach sites may require travel cost reimbursement for the consultation.

General day-to-day Bookkeeping Services

Whatever your business it is essential that you have access to accurate financial records for your day-to-day business needs without spending hours in the evening battling Excel spreadsheets or going direct to an accountant.

I regularly work with several accounting software packages including Sage 50 (and Sage online), QuickBooks, and Xero I am also an expert at Microsoft Excel.

With flexible monthly packages, or an hourly rate available, I can work around your requirements and your schedule, give support above and beyond ‘data entry’ and help you get your work/life balance back under control.

Please note that monthly charges are subject to periodic review if business growth requires additional hours.

Sales and Purchase Ledger data entry

I will save you time and money by inputting your incomings and outgoings quickly and accurately. (Excel spreadsheets, Sage, Xero…a notepad? I have seen it all!)

Invoicing and Credit Control

Let me keep an eye on the money your company is owed, liaise with customers in a professional manner, and chase down late payments.

Cost Control

(Analyse and advise on minimising outgoings) – I will research alternatives so you don’t have to!

Monthly Financial Statements

(Profit and Loss, Balance Sheet etc.) – know exactly where your business is at the end of every month.

Monthly Management Accounts

(Budget vs Actual, Cash-flow, Commentary) – I will provide feedback on the financial health of your company so you know how to focus the next month, quarter, or even financial year’s plan for your business.

Cash Management/Bank Reconciliation

Don’t waste time checking receipts against your bank statements, let me do it.

Supplier Payment Run

Relax and know that your suppliers are paid on time.

ad hoc sales reports as required

Did sales of ABC exceed expectations? Should more be invested to market Unit XYZ? How did the build cost increase since you switched providers 6 months ago? Spend your time where it matters – sales, customer service, with your family: I will do the leg work.

Accounting software training

Installation and training for Sage 50 and Sage 1.

If you do not see a service here that you require please contact me directly to discuss your requirements.

Let me take care of your Business Finances

While you take care of your Business

© Diamond Bookkeeping 2024