Real-time clarity
on your numbers.

If your accountant prepares your accounts, they still need accurate, up-to-date records to work from. Many accountants charge extra for bookkeeping or simply work from annual summaries — which means errors can accumulate and opportunities to save tax are missed. Our bookkeeping and accounting are integrated: your books are always current, and your accountant works from the same data throughout the year.

Xero is HMRC-recognised, MTD-compliant, and connects directly to your bank feeds for automated transaction import. It gives you real-time visibility of your finances from any device, and integrates with hundreds of third-party apps. As a Xero Certified Partner, we can offer preferential subscription pricing and full setup support. We also have experience with other platforms if you already use one.

For clients on our bookkeeping service, we reconcile your bank account monthly as a minimum — and often more frequently depending on your transaction volume. Regular reconciliation means errors are spotted quickly and your financial position is always accurate.

HMRC requires you to keep records for at least 5 years after the Self Assessment filing deadline (6 years for limited companies). These include: invoices and receipts, bank statements, payroll records, VAT records if registered, and records of any assets purchased. We help you establish a simple system for capturing and storing these documents digitally.

Yes. We migrate clients from QuickBooks, Sage, FreeAgent, spreadsheets, and various other systems into Xero regularly. We map the chart of accounts, import opening balances, and ensure continuity so there are no gaps in your financial history. The migration is typically completed within one to two weeks.

Management accounts are monthly or quarterly financial reports — typically a P&L and balance sheet — prepared more frequently than statutory accounts and in a format designed for business decisions rather than regulatory compliance. They are not legally required, but for any business with meaningful revenue they are essential for understanding profitability, cash position, and whether you are on track. They are included in our bookkeeping packages.