Bookkeeping · Payroll · Financial reporting
Data has a shelf life.
Last quarter’s numbers can’t run this month’s business. We keep your books up to date on a schedule that suits your business, so your reports show where you stand now, while there’s still time to act on it.
Based in Goudhurst, Kent · Working with businesses across the UK
Health check: green. Your data is up to date and checked, so you can rely on these numbers.
Your questions, answered
What do you really want to know about your business today?
Behind every report is a question you actually want answered. Ask it, and we’ll answer it from your own books, in plain English.
Software can record your numbers. We tell you what they mean.
An answer is only as reliable as the books behind it, so every client file gets our health check before we answer anything.
Services
What we look after
Most clients use us for some or all of these. We'll suggest what you need when we talk.
Bookkeeping
Bank accounts reconciled on a schedule that suits your business, bills and receipts processed through Hubdoc, and your sales invoices matched to payments.
VAT returns
Prepared from books that are already up to date, checked, and filed on time under Making Tax Digital.
Payroll & pensions
Payslips, RTI submissions to HMRC, auto-enrolment pensions and the year-end paperwork that goes with them.
CIS returns
Monthly Construction Industry Scheme returns for contractors, with subcontractor deductions verified and recorded.
Credit control
Chasing what you're owed, politely and on schedule, so cash comes in when it should.
Management accounts
Fully adjusted accounts with accruals, stock and depreciation, so you see your true profit, plus branch margins when you need them. Priced separately.
MTD quarterly updatesNew
Keeping sole traders’ and landlords’ digital records up to date and sending their quarterly updates to HMRC on time.
Software setup
Setting up Xero or FreeAgent properly from the start, with bank feeds and Hubdoc for receipts, so your books are ready for us to keep.
App integration checksNew
We look at the apps you use alongside Xero, such as stock, sales, payments or receipt apps, and check they’re connected properly, so nothing is posted twice or goes missing.
Making Tax Digital for Income Tax
Self Assessment has changed. Quarterly updates are now the rule.
Since 6 April 2026, sole traders and landlords with combined self-employment and property income over £50,000 must keep digital records and send HMRC an update every quarter. The threshold drops over the next two years, so many more people will be brought in.
Already using FreeAgent through your bank? We work with that too, so you don’t need to switch software to work with us.
2026/27 deadline calendar
- 7 Aug 2026Q1 update · 6 Apr – 5 JulPassed
- 7 Nov 2026Q2 update · 6 Jul – 5 OctNext due
- 7 Feb 2027Q3 update · 6 Oct – 5 Jan
- 7 May 2027Q4 update · 6 Jan – 5 Apr
- 31 Jan 2028Final declaration for 2026/27
MTD readiness assessment
We check your records, software and routines against HMRC’s quarterly rules, then give you a scored report with a traffic-light rating and clear next steps.
- Your bookkeeping system and digital records
- Bank reconciliations and ledger balances
- How receipts and supplier invoices are captured
- MTD-compatible software and HMRC connection
- Separate tracking for trading, rental and partnership income
Why it matters
The longer your data sits, the less it can tell you.
Steer the business
You can see cash, margins and who owes you while there's still time to act on it.
Meet deadlines
Right for VAT returns and quarterly updates, but most decisions have already been made by then.
Prepare the accounts
Essential for your accounts and tax return. But by then you are looking back at a year that has already gone, when it is too late to change the outcome.
Monthly report
A monthly snapshot to show your business’s performance and progress
Your snapshot shows how your business performed, what we’ve checked and anything we’re still waiting for.
- ✓Key results at month endSales and profit for the year so far, cash in bank, and an estimate of this year’s corporation tax. Estimates are clearly marked.
- ✓The month at a glanceThis month compared with last month, the same month last year, and the year to date.
- ✓Key points this monthPlain-English points taken straight from your books.
- ✓Your working capitalWhat you own in the short term against what you owe within a year, so you know you can pay your bills. Ends with your net assets.
- ✓Month-by-month trendsSales and profit charts, so you can see the trend at a glance.
- ✓Health checkEvery check we’ve completed and anything we’re still waiting for.
See an example
What a Monthly Business Snapshot looks like
One page, in your own brand colours, showing your results, what changed and what we’ve checked. This example uses Example Trading Ltd, the same fictional business as all our sample reports.
Report library
Build your monthly report pack
Pick the reports you’d want each month, choose Standard or Detailed, then see them put together as one completed example pack. Your pack is priced with your bookkeeping, and we’ll quote for it when we talk.
Every report is built from the live data in your books, exactly as it’s recorded, and checked by us before it reaches you. Each pack opens with our health check, so you can see at a glance how reliable your data is. For adjusted accounts with accruals, stock and depreciation, see our management accounts.
How we work
How a month works
- On your schedule
Books kept up to date
We reconcile your bank and process your bills weekly, fortnightly or monthly, whichever suits your business, so nothing stacks up.
- As you spend
Receipts in
You snap receipts into Hubdoc. We match them and tell you what’s missing.
- Whenever something’s unclear
Queries tracked
If anything needs explaining, we ask you and keep track of it until it’s sorted.
- After month end
Month closed
We check the books, close the month and send your snapshot, marked complete or provisional.
What our clients say
In their words
“I’ve never received such excellent accountancy support.”
I’ve been in business for over 40 years and I’ve never received such excellent accountancy support and advice such as Beatrix has provided. Beatrix engages proactively in the daily finances of my businesses and often suggests ways in which cost savings and efficiencies can be made. I have found her to be the complete antithesis of expensive accountancy firms who generally provide limited financial assistance and even then only when prodded to do so.
“Frees me up to focus on everything else.”
Beatrix and her team support our business by providing a proactive and efficient financial accounting service that frees me up to focus on everything else I need to do. I would recommend them wholeheartedly.
“Seamless, hassle free and easy to digest.”
Your services have been excellent… seamless, hassle free and all very easy for me to digest. It is ‘very’ much appreciated!
Our office is in Goudhurst, Kent, and we work with clients all over the UK. Everything runs in the cloud through Xero and Hubdoc, so you get the same service wherever you are.
Let’s keep your numbers fresh.
Tell us a bit about your business and what you need. We’ll come back to you, usually within one working day, with how we’d look after it.
- Phone
- +44 (0)7903 730669
- Office
- Unit 5b, Bedgebury Business Park, Bedgebury Road, Goudhurst, Kent TN17 2QZ
Your chosen reports, ready to paste into your email: