Whittlesey
Providing the full finance function to small business, allowing them to focus their attention on growing and enhancing their business rather than staying compliant with HMRC. We provide accurate and up to date financial data and assist business owners in understanding their finances and making key business decisions.
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What do you love most about your job?
The freedom we have as a team and the freedom we provide our clients.
Freedom comes in many forms, financial, location and time.
Why should our clients choose you?
We add a personal touch to our services, a lot of our clients have our personal phone numbers to allow for direct contact whenever they need us. Please feel free to read our reviews for an insight into what our clients think!
Can you provide your services online or remotely? If so, please add details.
Yes! Majority of our services are remote but we add a personal touch. We love talking to our clients so weekly, bi weekly or monthly catchups are always recommended.
Bookkeeping
Everything included within the following:
- Accounts Payable Management
- Accounts Receivable Management
Plus:
BANK RECONCILIATIONS - WEEKLY
Matching income & expenditure
Coding bank payments
Balancing to statements
BALANCE SHEET MANAGEMENT - MONTHLY
Reconciling your balance sheet monthly
VAT
If you’re a VAT registered business you will be required by law to submit VAT returns to HMRC on a period basis. But if you’re reading your VAT return report with not a clue, please let us help you.
We will check your VAT return to ensure it is complete and accurate WAAAAY before the deadline. We can then submit this to HMRC on your behalf, all you need to worry about is the payment.
And if that doesn’t suit you, we can help set you up on a direct debit payment with HMRC so you don’t even need to do this.
Full List of Services:
- Checking to ensure complete and accurate
- Submitting to HMRC via MTD compliant software (we recommend Xero)
- Liasing with external accountants if they already complete this for you.
Payroll
We have a team of dedicated experts who love a bit of payroll so please don’t let tax codes and P60’s bog you down.
We will work with you to ensure your team are paid on time and correctly, whilst also ensuring you are compliant when reporting to HMRC and pension providers.
Also, we’ll throw in some reminders of when and how much you need to pay to HMRC and your pension providers just to make life easy!
Management Accounts & Forecasting
I’ve worked in management accounting since the beginning of my career, it’s quite honestly my favourite part. Plus, it’s good to know where your business currently is, where it was and where it’s going.
We will provide you with a detailed profit and loss, balance sheet, cashflow and aged receivables list (with notes if we do your bookkeeping) on a monthly or quarterly basis. These can be tailored specifically to your business and reviewed with us when needed!
We can also help with your cashflow forecasts and budgeting to make sure your business has its future goals always in mind.
Full Accounts Receivable Management & Credit Control
FULL ACCOUNTS RECEIVABLE MANAGEMENT- WEEKLY
Raising invoices
Checking against Quotes
Credit control
Dealing with customer queries
Sending Statements
Xero Support
Software set up
Software maintenance & management
Add on support & set up - e.g Gocardless
Xero Training
Customised template creation
Sage Support
Software set up
Software maintenance and management
Training
CIS
Whether you’re a subbie or a contractor, we can help you manage your CIS payments.
Let us take care of the whole shebang, from verification to reporting to HMRC.
We can literally do it all making sure you and your whole team stay compliant!
Full Accounts Payable Management
FULL ACCOUNTS PAYABLE MANAGEMENT- WEEKLY
Invoice processing
Receipt Management
Statement Reconciliations
Querying invoices with suppliers
Checking against POs
Payments/ payment requests
Ecommerce Management
ECOMMERCE MANAGEMENT - MONTHLY Reconciliations of payments received by sales platforms (inc. Amazon, Stripe, Shopify, Etsy, Ebay, etc…)
Adding Sales invoices onto the ledger
Balancing
Fees
Quickbooks Support
Software set up
Software maintenance and management
Training