Professional, Experienced, Friendly
Qualifications: AAT Level 3 Diploma in Accounting
Professional Accreditation: AATQB – Licensed by the Association for Accounting Technicians
Insurance & GDPR: Fully insured and registered with the Information Commissioners Office
Sole Traders & SMEs
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
General day to day bookkeeping
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.
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Should you decide not to use my services this information will be deleted.
I will not send you unsolicited marketing emails