Accounts Management (Ongoing Support)

What ongoing accounts management covers

Your accounts are maintained as a working system, not a once-a-year file. Support is tailored to your setup and reporting needs, but typically includes:

• Bank, card and payment platform reconciliations
• Correct coding of income and costs for accurate reporting
• Maintaining clean records for expenses and receipts
• Handling sales and purchase invoice records (where relevant)
• Keeping the chart of accounts organised and consistent
• Basic debtor and creditor visibility to reduce surprises
• Regular management figures so you can track performance
• An orderly audit trail so VAT returns and year-end accounts are simpler

Who this service is for

This is a good fit if you are time-poor, want confidence your records are correct, or need reliable figures to run the business. It is especially useful if you have frequent transactions, multiple income streams, VAT registration, or you are preparing for funding, growth, or a new hire.

How the support is delivered

We agree what “up to date” means for your business (for example weekly or monthly), then set up a simple routine for records and queries. Transactions are reconciled, issues are flagged early, and you get clear updates rather than a list of unexplained adjustments at the end of the year.

What you get over time

As your records stay clean, your reporting becomes more useful and compliance work becomes less disruptive. Ongoing accounts management also helps spot trends, cashflow pressure, and tax-sensitive items earlier, so decisions are based on current information, not estimates.