Whether you're completely new to working with a bookkeeper or accountant, or moving over from another, you'll have questions about how it works. To make things as easy as possible for you, I have a simple 3 step process that we'll follow when we work together.

1. Receipts and Invoices

A subscription to ReceiptBank is included in most packages (apart from the self assessment only package) and you'll use this to record everything you buy. Simply take a picture of your receipts using the app, or forward those you receive by email to your dedicated email address, and ReceiptBank will take care of the rest. It even links with Dropbox, if you're already storing your receipts there. No more crumpled receipts at the bottom of your bag!

2. Day to Day

You'll use Xero (included in most packages) to keep track of things throughout the year. Those receipts you uploaded to ReceiptBank will be sent to Xero, and any invoices you send to clients will be created in Xero too. By linking your bank account you'll then be able to track all of your money coming in and going out, all through Xero. Think of it as a one stop shop for your business's accounts. I have access to it too, so if you want to check anything I'll be able to see exactly what you can.

3. Keeping in Touch

Working remotely doesn't mean you'll never hear from me. We'll use a combination of email and Zoom to keep in touch. Zoom is perfect for calls, as we can meet face-to-face without ever leaving the house (although the down side is that you have to provide your own biscuits!) There are no silly questions, so if you're not sure how to do something, or want to check what Dave down the pub has told you, just get in touch.
Follow me