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Resources

Useful bookkeeping guidance, without the accounting lecture.

Practical starting points for owners who want better habits, clearer records and fewer surprises.

01

Checklist

A simple monthly bookkeeping routine

The essential jobs that stop small financial questions becoming a year-end scramble.

  1. 01Gather receipts and supplier invoices in one agreed place.
  2. 02Check that business transactions are recorded and categorised.
  3. 03Reconcile bank and credit-card balances.
  4. 04Review unpaid customer invoices and upcoming supplier payments.
  5. 05Save payroll and VAT records where they can be found later.
  6. 06Review the month with any unusual transactions clearly noted.
02

Practical guide

How to switch bookkeepers without losing control

A good handover is less about moving files and more about making responsibilities explicit.

  1. 01Confirm the final date covered by the current bookkeeper.
  2. 02List the software, accounts and document locations in use.
  3. 03Resolve outstanding questions before access changes.
  4. 04Agree who will handle the next VAT, payroll or filing deadline.
  5. 05Transfer access securely rather than sharing passwords by email.
  6. 06Review the opening position together before regular work begins.
03

Software

Choosing accounting software for a small business

The best platform is not necessarily the one with the most features. It is the one your process can support.

  1. 01Start with your business structure and VAT requirements.
  2. 02Consider bank feeds, invoicing, payroll and receipt capture.
  3. 03Check which tools your bookkeeper can support confidently.
  4. 04Think about who needs access and what they need to see.
  5. 05Avoid paying for reporting features you will not use.
  6. 06Plan the setup and migration before cancelling an existing tool.

A useful starting point

General guidance cannot see the details of your business.

These resources are designed to help you ask better questions. They are not a replacement for advice based on your records and circumstances.

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