SERVICES
BOOKKEEPING
Bookkeeping AATQB Licence - 1005300
• Write up your accounting records
• Keep the records of receipts, payments and balances
• Reconcile the balances monthly with the bank statements
• Post and balance of the purchase and sales ledgers
• Extract a detailed list of ledger balances
• Complete the postings to the nominal ledger; and
• Prepare the accounts for approval by yourselves.
Computerised Accountancy Systems
• Use Xero/Free Agent Computerised accounting system to enter accounting transactions
• Perform reconciliations
• Correct errors
• Produce a range of management reports
• Maintain the security of accounting information using passwords stored on LastPass
VAT Returns
• I will prepare your monthly/quarterly/annual VAT returns on the basis of the information and explanations supplied by you.
• Based on the information that you provide to me; I will tell you how much you should pay and when.
• Where appropriate, I will calculate the partial exemption annual adjustment.
• Submission via Xero/Free Agent ensuring Making Tax Digital compliance.
*Receipts/invoices must be provided in order to reclaim VAT.
Credit Control
• Monitor Sales Ledgers and chase outstanding payments
• If our attempts to source outstanding payment from customers are unsuccessful and the debt is mounting up, it’s time for us to take action.
• We will then discuss further actions available to you, we ensure we follow guidance on The Government Website.
CIS Returns
• Sub-contractor verification status
• CIS return submission
Coming soon Self-Assessment Tax Returns
ADMINISTRATION
PA Support
• Diary Management
• Inbox Support
• File Management (One Drive)
• Sourcing gifts
• File and folder creation
Operations
• Management of client’s employees / other freelances
• Create systems and processes
• Create Process Manuals
• Management of client onboarding processes
• Management of end of client work
Recruitment and HR Support
• Advertise and monitor vacancies on Indeed or another preferred site
• Create Interview process with telephone screening options
• Support in developing job descriptions
• Tracking annual leave sickness
• Company Handbook Support
Social Media Support
• Monitoring comments on social media accounts
• Replying to comments on clients behalf
• Monitoring social media inbox
• Replying to messages received via social media
Documentation
• Spreadsheet Creation and Maintenance
• Document Creation
• Template Creation
• Database Management
• Data Entry
LET'S GET STARTED
If you would like a no-obligation consultation to find out more about how my services can be of benefit to your business, then please contact me and I will be happy to discuss your requirements and answer any questions you might have.
