Service
Account Preparation for SMEs
Clear books that support decisions, tax and funding conversations.
We prepare and organise SME accounts from source documents to management reports — giving owners, lenders and regulators a reliable view of performance.
The challenges we are asked to solve
- Sales and expenses recorded informally or not at all.
- Personal and business funds mixed in the same accounts.
- Owners cannot produce a profit/loss or balance sheet when asked.
- Year-end panic because records were never kept current.
How we help
Set up a simple recording system
We design bookkeeping routines and a chart of accounts suited to the business size and sector.
Prepare accounts from source documents
We compile receipts, bank statements and invoices into ledgers, trial balance and management accounts.
Produce management reports
We generate profit/loss, balance sheet, cashflow summaries and notes that owners can act on.
Our approach
- 01Collect source documents and understand the business.
- 02Set up or clean up the chart of accounts.
- 03Record, reconcile and review transactions.
- 04Prepare monthly/quarterly management accounts.
- 05Advise on improvements and tax readiness.
Evidence
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