Bookkeeping Process Review (Time-Saving)

What the bookkeeping process review covers

You will get a clear view of what is slowing you down and what to change first. The review typically covers:

• How sales, expenses and receipts are captured and stored
• Bank feeds, bank rules and reconciliation habits
• Coding consistency, VAT treatment and common error points
• Your chart of accounts and how reports are structured
• Month end workflow and what should be done weekly vs monthly
• Duplicate work between apps, spreadsheets and your accounting system
• A practical action plan with quick wins and longer term improvements

Who this is for

This service is most useful if you are:

• Spending hours each week keeping the books up to date
• Falling behind and doing rushed catch ups before VAT returns or year end
• Unsure whether your records are complete or HMRC ready
• Using cloud software but not getting the time saving benefits
• Getting inconsistent results because different people do tasks in different ways

How the review is delivered

The review starts with a short fact find to understand your current tools, volume of transactions and pain points. Your bookkeeping data and workflow are then assessed for gaps, inefficiencies and compliance risks. You receive a set of recommendations in plain English, along with a prioritised checklist so you know what to change, in what order.

What happens after the review

You can implement the changes yourself using the checklist, or ask for support to set up rules, tidy ledgers, and introduce a simple routine you can stick to. The goal is a process that stays stable month to month, so bookkeeping becomes quicker, cleaner and easier to delegate.