Financial Services

I offer a range of financial services, including those detailed below. The list is not                  exhaustive so please contact me to discuss and agree any aspect of your project before work commences. If you decide you would like me to work with you, I will send you a copy of the brief along with my terms and conditions. You will need to agree to these in writing before I can proceed. I am happy to provide you with a copy of my terms and conditions, along with a sample brief, before you commission any work.

I have over twenty years’ experience in financial management, including managing          budgets up to £5,000,000. I have also completed a certified course in bookkeeping. I am a Member of the Institute of Certified Bookkeepers and am currently studying to become an Associate Member.

Bookkeeping

Bookkeeping involves the detailed recording, storing and retrieving of financial             transactions for a sole trader, partnership, or registered company/ charity. You may wish to use my services instead of, or as well as, an accountant – we are not mutually exclusive! I can prepare your books for you to submit your returns, or I can prepare and submit your returns (see below). I can also prepare your books for your accountant to submit your returns. Every business runs in its own way so please contact me to discuss and we can work out how I can best support you in your work, including what evidence I require. It is true that many business owners can prepare and manage their own books. However, I can probably do it more effectively and efficiently and also free up your time to concentrate on what you love to do – your business work! I am happy to receive records via recorded post but I can also travel to your home/ work place depending upon where you live/ work.

Tax returns

I have registered as an agent with HMRC and can complete your tax returns either online or via paper copy. I specialise in sole traders and partnerships but can undertake returns for any business.

Invoicing & collection

I can support your business in all aspects of financial management including the           preparation and issuing of invoices, and the collection of monies owed.

VAT returns

In addition to the requirement to submit tax returns, those companies with a certain turnover (for 2016/17 it is £83,000), must register for Value Added Tax (VAT). Quarterly submissions to HMRC are made and I can undertake these for you.

Pricing & payment terms

My hourly rate for financial services is £15. However, I currently have some fantastic introductory offers in place so please contact me to discuss further.

You will receive an invoice once work is complete and payment terms are thirty days.