Where we start
Confirm how jobs are invoiced, where receipts arrive, which supplier accounts are used and whether subcontractor or CIS records affect the handover. Specialist CIS or payroll work must be separately scoped.
Service
Bookkeeping for trades and contractors
Keep receipts, supplier bills and customer payments organised while you stay focused on delivery.
What needs care
The bookkeeping routine can organise evidence, match transactions, reconcile agreed accounts and identify overdue records. It does not approve purchases, payments or tax treatment.
What the handover should contain
A short monthly exceptions list shows which receipts, invoices or decisions are still needed, rather than leaving the problems until year end.
Keep job spending traceable
Materials, fuel, supplier accounts and customer payments can arrive through different routes. Agree how supporting records are collected and identify business and personal spending separately. Clear transaction references help link the evidence to the work without relying on memory at month end.
Deposits, part payments and supplier bills
Tell us how you invoice customers and record deposits, staged payments and credits. A customer payment may cover more than one invoice; a supplier balance may include a credit or payment awaiting allocation. The bookkeeping scope identifies these records and lists anything needing your confirmation.
CIS and payroll need a separate agreement
If you use subcontractors, work under CIS or employ a team, mention this before a quote is prepared. CIS returns, payroll and specialist tax decisions are not automatically included in routine bookkeeping. Confirm the responsible adviser and the records they need from the handover.
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