Deliverables
What the service can include
- ✓Transaction recording and categorisation
- ✓Bank and credit-card reconciliations
- ✓Review of missing or unusual items
- ✓A concise monthly bookkeeping summary
- ✓An agreed list of actions or questions
Bookkeeping service
Monthly bookkeeping
A dependable monthly routine for organised records, reconciled accounts and a clearer view of what is happening in your business.
Ask about this serviceTiming
When work happens
Work is completed to an agreed monthly timetable after the required records and answers have been received.
Scope control
The proposal confirms the accounts covered, transaction volume, monthly cut-off, reporting output and fixed fee before work starts.
Your responsibilities
What EBA needs from you
- ✓Provide complete records through the agreed secure system
- ✓Answer queries by the agreed cut-off date
- ✓Keep business and personal spending clearly separated
- ✓Tell Larissa about material changes to the business
Boundaries
What is not included by default
- Audit, assurance or regulated investment advice
- Tax planning unless expressly included in writing
- CIS and construction bookkeeping
- Work outside the agreed period or transaction volume
Software: Xero, QuickBooks, FreeAgent, Sage
Questions about this service
Clear before you commit.
When will my books be updated?
Your proposal will set a monthly timetable and the date by which records and answers are needed. Timing depends on receiving complete information.
Can you work with my accountant?
Yes. With your permission, records can be organised for an accountant or another appointed adviser. Responsibilities are agreed at onboarding.
Next step
Bring the current position, not a perfect brief.
Larissa will review the fit, scope, responsibilities and next deadline with you.
Send an enquiry