I help clients leverage their time by not exchanging time for money so whilst I do offer Financial Management Services such as accounts production, bookkeeping, budgeting & cashflow projections, I have limited availability and usually am referred by an existing client.
However, spaces do open up from time to time so it is worth getting in touch if you want to work with me in this area.
We provide the following bookkeeping & accounts related services:
- Monitoring and organizing your financial transactions into the correct balance sheet and P&L accounts
- Reconciling all bank, credit card, loan, payroll, and other control accounts
- Producing Month-end financial reports
- Financial Controller activities such as paying supplier bills, dividend declaration, invoicing & expenses
- Providing monthly payroll and auto-enrolment support
- VAT Returns preparation and submission
- Preparing Year-end Accounts for Micro-Entity Ltds, Sole Traders, Charities & Partnerships
- Preparing Self Assessment Tax Returns for Director(s)
- Supporting Cash flow and profit planning
- Preparing and tracking Budgets & Departments
- Companies House Annual Return filing
If other work is required outside the above scope then please email me so we can agree on the requirements.
If this work is outside my experience or competency, I will decline the work and/or seek help from a person who holds the expertise. I will always let you know if I feel something is beyond my abilities.
Fees
All fees for the services provided to you will be based on the time to complete in quarter hour increments. I will, of course, send you an invoice monthly. Unless the amount is .25, in which case, I’ll wait.
My fees vary depending on the services but are charged starting at an hourly rate of £45 per hour. If you prefer to pay a fixed monthly fee, we can arrange this after 3 months when I can ascertain the scope of the work involved.
Any changes in rates will be provided via email at least 60 days in advance to give you time to consider whether you wish to disengage with my services.
Terms of Payment
All invoices must be paid within 7 days of the date of invoice.
If the invoice is not paid within 28 days, I can charge compound interest on the unpaid bill at a rate of 2% per calendar month until it is paid in full.
Disengagement
We are both able to end our agreement by either of us giving to the other 30 days written notice of our intention to end the agreement.
I reserve the right to stop work if you fail to make any payment when and as it falls due.