Bookkeeping is the foundation of everything we do here at Optimise Accountants & Tax Advisors. Without good quality bookkeeping, everything from VAT returns to company accounts takes that much longer to review, prepare and submit.
If you are not already working with a qualified bookkeeper, we can assist with processing sales invoices, purchase invoices, receipts and completing bank and credit card reconciliations. As well as being numbers people, we are also driven by embracing technology. With Xero & Dext, clients can upload receipts, view prior invoices and respond to queries all within the cloud environment and more importantly, while on the move. That’s right – no receipts left in a van glove compartment, simply snap on your camera phone!
While bookkeeping can be simple in the early days, including the help with cloud accounting software, we’ve experienced as the business grows it becomes more difficult to stay on top of, leading to delays in VAT, accounts and tax returns. Having a qualified bookkeeper will not only save you the time but ensure everything is correct and on time for those submissions.
Get in touch with one of our Bookkeepers today and find out how we can help you!
There is nothing stopping you keeping the receipts in physical form, however that adds up to a lot of show boxes, let alone paper cuts! We recommend using a cloud accounting provider (we love Xero) and a receipts capture platform like Dext.
In an ideal world, no less than monthly to stay on top of it. We provide weekly, monthly and even quarterly bookkeeping services to clients to support their budget and business requirements.
If you’re self employed you must keep your records for at least 5 years after the 31 January submission deadline of the relevant tax year.
For limited companies, you must keep records for six years from the end of the last company financial year they relate to.
We’ve put together a handy guide of our top 10 bookkeeping tips here.
Why choose us for your Bookkeeping Service:
- Responsive – We have internal KPIs for delivering our services and responding to clients, no one wants a tax bill on the day it’s due. We’ll give you plenty of notice and always respond to queries in a timely manner.
- Experienced – As chartered accountants & chartered tax advisors, we’ve been there and got the t-shirt so there isn’t much we don’t know about accounting and if we don’t, we know where to find out!
- Cost Effective – Appointing an accountancy firm is an investment, not a cost. Our purpose is to ensure we save you money and provide you with a valuable service to help your business start, grow and succeed.
- Proactive – For our self-assessment and company accounts services, we have a pre-tax review as standard to ensure you are claiming all the available reliefs and allowances to operate tax efficiently, topped off with a personal tax forecast so you know where you stand way ahead of time.
- Personable – We never talk to you in technical language, that’s for us to do around the office water cooler. We keep it simple and straight forward so we are always approachable for any questions.
- Single point of contact – Whether you have one service or multiple services with us, you will always have a single point of communication with a Client Manager so you’ll not passed from department to department to get an answer.