How much do I need to be involved each month?

Very little. Your dedicated bookkeeper handles categorisation and reconciliation and only contacts you when something genuinely needs your input. Mostly to clarify an unusual transaction or request a receipt.

No touch: Most months your finished reports arrive without you having been asked to do anything at all.

Financial year-end: The exception is your financial year-end. We'll send you a checklist within 5 working days of your financial year-end, and we need it back complete within 30 days. That's the one point in the year where what you send us sets the timetable.

Review: A quick review of your monthly profit and loss account and balance sheet is always a good habit. You know your business better than anyone, and if something looks wrong, contact your dedicated bookkeeper and we'll investigate and correct it promptly.

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