Limited Company Record-Keeping Support

What record-keeping support covers

Good records make compliance simpler and decisions easier. This service supports you with practical, day-to-day structure so your accounts can be prepared quickly and accurately.

• A clear checklist of what records a limited company should keep
• Organising sales invoices, purchase invoices, receipts and bank evidence
• Guidance on capturing director and employee expenses correctly
• Support with separating business and personal spending
• Document storage and audit trail expectations, including digital copies
• Making sure your bookkeeping has the backup it needs for year-end
• Identifying missing items early so problems do not build up

Who this is for

This is designed for owner-managed limited companies that want confidence their paperwork is complete and consistent. It is especially useful if you are short on time, have grown quickly, or are unsure whether your current process would stand up to HMRC queries.

How the service works

You will agree a simple process for collecting and storing records each month or quarter. Your records are reviewed for gaps and common errors, and you get straightforward actions to fix them. Where needed, the approach is aligned with your cloud bookkeeping so the numbers and documents match.

Ongoing value

Once the basics are in place, record-keeping becomes routine. You reduce year-end disruption, limit avoidable tax and VAT issues, and create a cleaner audit trail for statutory accounts, funding applications, or due diligence.