A calm, documented way to hand over the books
What to send, when it lands, and how we fit around your tax advisor — written down before we start.
A short checklist, not a data dump
For a typical period:
Bank & transactions
Bank statements for the period, plus payment platform exports where you use them.
Sales & purchase records
Invoices issued and received — or the system export if you already keep one.
Anything period-specific
Payroll summaries, asset purchases, loans — we’ll flag exactly what applies to you.
Monthly, quarterly or annual
You choose the rhythm; we agree delivery dates for statements and stick to them. Most clients start monthly and adjust once the books are steady.
- Agreed delivery dates per cycle
- Period-end closing handled
- Adjustments made as volume changes
We prepare, they advise and file
We organise the accounting data your filings rely on and hand it over in a form your tax advisor can use directly. Questions they raise come back to us — the loop stays closed.
- Filing-ready working papers
- Direct collaboration with your advisor
- We don’t give tax or legal advice
Your records stay yours
Documents are shared over email or your preferred secure channel, used only to keep your books, and retained per our privacy policy. We never ask for your bank login credentials.
Ready when you are
Send a short description of your business and records — we’ll come back with a scope and fee proposal.