Problem
How can I rebuild business expense records?
Start from complete bank and card activity, match available evidence, separate private items and document anything that cannot be supported instead of inventing a category.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓An expense-source checklist
- ✓Transaction and evidence matching
- ✓A missing-evidence schedule
- ✓A better capture routine
Before you ask for a quote
Use this practical checklist.
- 01
Download all account activity
- 02
Search email and receipt apps
- 03
Separate private spending
- 04
Mark unsupported items clearly
- 05
Set one future capture method
Example
What this can look like in practice.
A freelancer has card transactions but incomplete receipts. Available evidence is matched, unsupported items are listed and a weekly receipt-capture routine is introduced.
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 | Costs exist in bank statements, inboxes and apps but do not form one reliable record | An expense-source 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 i have lost track of expenses include?
A typical scope can include An expense-source checklist, Transaction and evidence matching, A missing-evidence schedule. The final proposal confirms exactly what is included before work starts.
Can an expense be claimed without a receipt?
Evidence requirements and tax treatment depend on the circumstances. The bookkeeping should record what exists and flag uncertainty for appropriate advice.
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.