Business type
What bookkeeping should a new business set up first?
Start with the legal structure, dedicated accounts, suitable software, a receipt process and a clear calendar for records, tax, VAT and payroll responsibilities.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓A bookkeeping setup checklist
- ✓Software and account workflow support
- ✓Opening record organisation
- ✓A recurring records timetable
Before you ask for a quote
Use this practical checklist.
- 01
Confirm the business structure
- 02
Open appropriate bank accounts
- 03
Choose software for real needs
- 04
Create an invoice and receipt process
- 05
Map filing and payment dates
Example
What this can look like in practice.
A new consultancy sets up its bank account, invoicing, expense capture and monthly review before the first quarter closes, avoiding a later clean-up project.
This is an illustrative example, not a promise of a particular result or turnaround time.
Compare the process
From uncertainty to a defined bookkeeping routine.
| Area | Before support | With an agreed EBA scope |
|---|---|---|
| Records | Tools are being chosen before the owner knows which records and deadlines matter | A bookkeeping setup checklist |
| Questions | Unclear items stay unresolved until a deadline is close | Questions are grouped, prioritised and resolved to an agreed timetable |
| Next step | No clear owner, cut-off date or completion point | A written scope sets responsibilities, timing and the next action |
Frequently asked questions
Clear answers before you commit.
What can bookkeeping for new businesses include?
A typical scope can include A bookkeeping setup checklist, Software and account workflow support, Opening record organisation. The final proposal confirms exactly what is included before work starts.
Which accounting software should I choose?
Choose after reviewing the business structure, VAT, payroll, bank feeds, reporting and accountant needs. The most familiar brand is not automatically the best fit.
How much will the work cost?
The fee is confirmed after the record condition, transaction volume, software, accounts and deadlines are reviewed. You receive a written fixed scope rather than an unsupported headline price.
Can Larissa work with my accountant?
Yes. With your permission, Larissa can organise records for your accountant and agree a clear handover. Tax advice, filing and bookkeeping responsibilities are separated in writing.
Official information
Check the current HMRC guidance.
Tax rules and deadlines can change. These official sources were checked when this page was reviewed on 30 July 2026.