Service
What should a reliable monthly bookkeeping service actually do?
It should keep agreed accounts reconciled, surface missing information early and give you a repeatable monthly view of what needs attention.
Ask Larissa about thisWhat useful support looks like
A clear result, not an open-ended promise.
- ✓Reconciled bank and card accounts
- ✓Categorised transactions
- ✓A monthly query list
- ✓A concise bookkeeping summary
Before you ask for a quote
Use this practical checklist.
- 01
List every business bank and card account
- 02
Confirm the monthly records cut-off
- 03
Choose a secure receipt process
- 04
Agree who answers queries and by when
Example
What this can look like in practice.
A consultant sends receipts throughout the month. At the agreed cut-off, accounts are reconciled, unclear items are grouped into one query list and the completed records are ready for reporting or the accountant.
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 | Transactions build up and balances cannot be trusted month to month | Reconciled bank and card accounts |
| 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 monthly bookkeeping include?
A typical scope can include Reconciled bank and card accounts, Categorised transactions, A monthly query list. The final proposal confirms exactly what is included before work starts.
How quickly will each month be completed?
The proposal sets the records cut-off and target completion date. The timetable starts once the required records and answers have been received.
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.