Xero Bookkeeping & Payroll

As a virtual bookkeeper, my aim is to get you organised, keep you organised and help your business grow

The benefits of professional bookkeeping

  • You’ll have more time to spend working on your business and not just in it

  • You will avoid making any costly errors

  • You can provide more value for clients and customers who want your expertise

  • No matter how full your diary gets, your books will get done

  • Your books will be accurate and up-to-date whenever you need them

  • There’s no need for an in-house team that can be costly and less effective

Bookkeeping Packages

Here are the bookkeeping packages I offer. It’s not the complete list, and if there is something you want, but can’t see, get in touch, and we can discuss what you require.

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Suitable for smaller businesses and those on a tight budget.

  • Xero Standard & Hudboc subscription

  • Posting purchase invoices & expenses

  • Posting all business PayPal expenses

  • Credit card transactions & reconciliations

  • Monthly bank reconciliations

  • Completion of VAT returns

  • Email support

  • Quarterly Zoom call

  • Payroll services can be added

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The most popular option to take you beyond the basic data entry and make your life easier.

  • Xero Standard & Hubdoc subscription

  • Posting purchase invoices & expenses

  • Posting all business PayPal expenses

  • Credit card transactions & reconciliations

  • Weekly bank reconciliations

  • Completion of VAT returns

  • Adjusting foreign currency transactions

  • Raising and sending customer invoices

  • Monthly supplier reconciliation

  • Maximise tax deductions

  • Maintaining fixed asset register

  • Basic credit control

  • Liaising with your accountant

  • Email and telephone support

  • Quarterly Zoom call

  • Payroll services can be added

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This package is perfect if you want me to do it all so you don’t have to worry about anything

  • Xero Standard and Hubdoc subscription

  • Posting purchase invoices & expenses

  • Posting all business PayPal expenses

  • Credit card transactions & reconciliations

  • Bank reconciliations

  • Completion of VAT returns

  • Adjusting foreign currency transactions

  • Raising and sending customer invoices

  • Monthly supplier reconciliation

  • Maximise tax deductions

  • Maintaining fixed asset register

  • Basic credit control

  • Liaising with your accountant

  • Full Balance Sheet reconciliations

  • Management accounts

  • Setting up payments to staff and suppliers

  • Cost control

  • Enhanced credit control

  • Accounting with accruals & prepayments

  • Email and telephone support

  • Payroll services can be added

Let’s tick bookkeeping off your list once and for all !

How much do your services cost?

Due to the complexity of your business, the exact services you’ll need, and how many transactions you have, I don’t offer set prices. During our discovery call we work together to tailor a package bespoke to you and agree on a fixed monthly fee. My packages are designed to grow with you so you get extra support when required.

When do I pay?

Fees are paid in advance by Direct Debit on the 1st of each month.

Is it hard to switch bookkeepers?

Not at all.

Once you’ve told your existing bookkeeper you’re changing and give me permission to contact them, I’ll take care of the transfer process.

Can I keep my existing accountant?

Absolutely! There is no point in changing if you’re happy with their service. It’s important to work with a good accountant to make sure the bookkeeping and year-end process runs smoothly.

If you’re looking to change or don’t have an accountant, I work with several who I’m happy to recommend.

How much input will you need from me?

That’s completely up to you. During the first few months, as I get to know your business, I’ll have some questions, but you can leave me to do it after that.

I find most clients prefer to raise their own sales invoices. This helps them maintain a relationship with their clients. I’ll do everything else.

For purchase invoices, you can forward them directly to your Hubdoc account, and I’ll take care of the rest. Don’t worry. I have a free training video that shows you how to do this.

I want to work with you. What happens next?

When you get in touch, we’ll go through the following process to make sure we’re both happy to proceed, and I can start learning more about your business.

We have a 30-minute discovery call I’ll find out more about you and your business, and we can decide if we’re a good fit. To give you a fixed monthly fee, I’ll need to understand your exact bookkeeping requirements. Before our call, I’ll send an online form for you to complete.

A proposal is sent You’ll receive my proposal which outlines the services you require and the fixed monthly fee.

You say yes Once you’ve accepted and signed the online proposal, you can sit back and relax, knowing you no longer need to worry about your bookkeeping.

Checks are done An online digital Anti-Money Laundering check (AML) will be completed to comply with Money Laundering Regulations.

Find peace of mind I start doing your books

As a limited company, it’s hard to keep track of turnover, VAT and credit control. But you know they need to be done.

You may want to hand everything over to me straight away or give me specific things to work on. That doesn’t matter. My objective is to unchain you from your books and allow you to make informed decisions about your business.

“Clair was absolutely phenomenal in stepping in and helping us deal with some urgent issues following organisational changes and capacity issues. Nothing was too much trouble and Clair worked methodically through to get us BACK straight again. I wouldn’t hesitate in recommending her to anyone needing support.”

— Hayley Porter-Aslet, Gen2 Property Ltd