Where we start
Map the usual income routes, subscriptions, expenses, business accounts and invoicing process. Confirm whether activity is straightforward or includes overseas customers, multiple currencies, payroll or VAT.
Service
Bookkeeping for consultants and coaches
A proportionate Xero routine for service businesses that need clean records without unnecessary administration.
What needs care
Routine processing and reconciliation follow the written scope. Complex VAT, currency and tax questions are identified for competent accountant review rather than buried inside monthly processing.
What the handover should contain
The monthly summary tells you what is complete, which documents are missing and which questions need a business or accountant decision.
A routine for a service business
Consultants and coaches may have recurring invoices, project deposits, software subscriptions and travel expenses. Agree who raises invoices and how payments are matched. Your monthly scope identifies the accounts and transaction allowance so the routine reflects how the business actually operates.
Separate business records from unresolved questions
Mixed spending, overseas software bills and customer payments covering multiple invoices can create questions. Supporting evidence is organised and matched where the scope allows. Uncertain accounting or tax treatment is identified for your accountant instead of being guessed.
A useful handover before your next review
Agree when receipts are supplied and the period to be completed. The handover should identify what has been processed, which accounts have been reconciled and the answers still needed from you. This supports a more informed conversation with your accountant without promising a separate management accounts service.
How remote bookkeeping works
We support businesses in Cheltenham, Gloucester and Gloucestershire entirely remotely. Agree the scope with Antony by phone or email, provide records through the agreed online handover and grant named Xero access. Questions and handovers are handled remotely; no office visit or on-site appointment is needed or offered.
Explore the service
Getting started
Bookkeeping services
Catch-up bookkeeping in CheltenhamMonthly Xero bookkeepingBank and card reconciliationReceipt and invoice organisationAccounts receivable record cleanupAccounts payable record cleanupXero health check for Cheltenham businessesBookkeeping in Gloucester | Xero catch-up and monthly helpXero bookkeeper in Cheltenham | Reconciliation and recordsBookkeeping for limited companiesBookkeeping for sole tradersBookkeeping for trades and contractorsBookkeeping for consultants and coachesVAT bookkeeping support
Your questions, answered
How catch-up bookkeeping is scopedDocuments needed to clear a backlogBookkeeping versus year-end accountingUnderstanding unreconciled Xero transactionsHandling missing receiptsSwitching bookkeepers without losing recordsWhat your monthly bookkeeping summary containsWhen bookkeeping requires accountant review