Accountants:
Offer Clients a Complete Package Which Includes Bookkeeping & Accountancy Services All Wrapped Into One
Do you run your own Accountancy Practice and need assistance with Bookkeeping, for clients who don’t want to do it themselves?
Do you turn down new clients who seek both an Accountant and a Bookkeeper to support their business, but you currently only offer Accountancy services?
Would you like to offer the whole package to your clients, knowing the bookkeeping is accurate and up to date? Being able to charge more for these services?
Welcome to The Accountant Partnership Area
Many businesses often want to hand their entire financial operations over to an Accountant, giving them assurance compliance requirements are met. But so many Accountants don’t always offer Bookkeeping within their business support operations due to time restraints. If you are an Accountant who wants to offer a complete package and increase your capacity to onboard more clients, then please book a consultation call with me today.
Open more doors to potential clients and enable yourself to say YES to new enquiries when asked if you can provide their business with monthly Bookkeeping and Annual Accountancy Services with my support.
I am a qualified MAAT Bookkeeper and hold my QuickBooks Advanced ProAdvisor Online certification; also working within Xero for a number of years. I have been running my business for just over 10 years and have worked with businesses across various industries. In recent years I have identified that Accountants also need support for bookkeeping as well as businesses directly, this is why I extend my services for Accountants also, and I love each and every collaboration.
I already assist Accountants with monthly bookkeeping services, establishing collaborations to support clients using both Xero and QuickBooks software to run their company accounts. Let me concentrate on the monthly bookkeeping so you are confident all the figures captured are accurate and available to you on a timely basis. Let me do the chasing for paperwork to save you time and energy.
Bookkeeping Services for Accountants
Divine Bookkeeping offers the following services to Accountants who need to outsource their bookkeeping and a collaboration can be established to work behind the scenes or directly with your clients. This means I can chase all those loose ends on your behalf and ensure all paperwork is correctly uploaded to cloud accounting software.
Tracking monthly income and expenditure receipts
Reconcile all bank accounts monthly
Track credit card expenditure
Preparation of VAT and VAT filing
MTD Compliant
Prepare all accounts up to Trial Balance ready for your Year-End calculations
Monthly management reporting on client request
Quarterly virtual review meetings on client request
Agent Services compliant for Self Assessment and VAT
Analytic reporting for KPIs on client request
Sales and Purchase ledger reconciliation
Payroll Journals
Dividends and Drawings allocations
Accruals and prepayment allocations
What People Are Saying
“Out of all years I have been thankful to have support from Kat, it has been this year! She has been my grounding rock to say the very least and I honestly don’t think my business would have survived if I hadn’t had this amazing support this year.”
“My business has grown in recent years which meant I wanted more from my bookkeeping package. With the flexibility of the packages on offer, I was able to move up to the next service package on offer and the transition was seamless and I’m so happy with the added elements I now receive – so valuable to get the right support for my growing business – credit to Kat for helping me increase my profit margins, I feel like my business is thriving as a result of all Kats support.”
“More than just a bookkeeper – I receive a summary of my figures on a monthly basis so I can easily see where my biggest expenses are and if I’m hitting my sales targets. Various figures are discussed, and Kat is so happy to explain things in a way I understand.”
Supporting your Business through Collaboration
Integrations with the cloud
FAQs
Do I need cloud accounting software to run my accounts?”
Currently only businesses above the vat tax threshold are obligated to maintain their accounts using online cloud accounting software and file their vat returns direct to HMRC using their preferred platforms.
From 2022 HMRC has put Making Tax Digital back on the agenda and plan to introduce it to small firms starting in 2022. Until it is obligatory, it is your choice whether you use a software or a personalised excel template.
How will I know how well my business is doing?
By choosing the right service package to suit your requirements, you will receive management reports on a monthly basis, so you have full transparency on how well your business is doing.
This will prevent any surprises at the end of your financial year.
Will you charge me for emails and phone calls on an individual basis?
Because there will undoubtedly be queries to discuss, you will receive unlimited email and telephone support throughout the lifetime of your Bookkeeping support. Quite often items need to be raised and if not dealt with in a timely manner, the issue can become larger as time goes on.
That’s why it’s a firm believe at Divine Bookkeeping to aid an open communication channel so any queries that arise can be dealt with swiftly.
How do I transfer my paperwork across to you?
Using online secure portals, you are able to upload your documents from anywhere, making this process easier for you.
What will I need to do on a monthly basis?
You will simply be required to keep and forward copies of your sales invoices and expense receipts along with your bank statements – Divine Bookkeeping will then record and reconcile all transactions to provide full and complete annual accounts. You won’t need to input any data.
I don’t want to use online accounting software; how will you maintain my accounts?
For every business owner who wishes to not use online software, a bespoke excel template will be generated specific to your needs.
This will be formulated so you will be able to quickly review your monthly figures as well as your profit and loss account on a monthly basis.