Bookkeeping
- Weekly / monthly transaction recording
- Bank reconciliations — sales & purchase ledger
- Maintain accurate VAT records
- Financial reporting (key reports only)
Services
Bookkeeping services for Swansea small businesses
Day-to-day bookkeeping, VAT returns prepared and submitted, year-end accounts for eligible sole traders and partnerships, and full Xero set-up. Take on the whole lot or just the parts you need a hand with, for a fee we agree up front.
Get in touchVAT Return Preparation and Submission
- Prepare and submit monthly or quarterly VAT returns
- Maintain accurate VAT records
- Support compliance with Making Tax Digital (MTD) requirements
- Keep up to date with relevant VAT requirements
Year-End Accounts Preparation – Sole Traders and Partnerships
I provide year-end accounts preparation for sole traders and partnerships operating under cash accounting.
- Prepare year-end accounts and supporting financial information within the permitted scope of my services
- Reconcile records and prepare relevant supporting schedules
- Organise financial records and working papers for review or onward submission where required
This service is not available for limited companies. Please contact an accountant for limited company accounts or services outside my scope.
Xero Set-up & Integration
- Full setup & onboarding for new & existing Xero accounts
- Accurate transfer of financial data, opening balances and integrate bank accounts
- Customisation of chart of accounts, invoice templates and automated bank rules
- Direct Xero support & basic Xero training to enable you to navigate Xero confidently with day to day data entry
Let's talk
Tell me where your books are today and I will take it from there.
Send a short message about your business and you will get a straight answer on how I can help, what it costs, and how quickly we could start. No pressure, no jargon.