Where we start
Agree which company accounts, cards and payment services are included, who raises sales invoices and who supplies missing records. Confirm the accountant and year-end date at the outset.
Service
Bookkeeping for limited companies
Keep the company records organised without blurring bookkeeping, director approval and accountancy responsibilities.
What needs care
Routine bookkeeping maintains the underlying records and reconciliations. Directors remain responsible for business decisions, and statutory accounts, corporation tax and specialist advice require the appropriately appointed accountant.
What the handover should contain
A regular close and exceptions list gives the director and accountant a clearer record of completed work, unresolved transactions and information still required.
Keep company and director transactions clear
Identify the company bank and card accounts, how directors pay for business costs and who approves expenses. A company record should be supported by evidence. Questions about directors’ balances, dividends or the treatment of personal spending are referred to the appropriately appointed accountant.
Prepare for the accountant handover
Tell us the company year end, last completed period and what your accountant has already received or filed. Agree the bookkeeping periods and records needed. The handover separates completed processing from unresolved items; statutory accounts, corporation tax and company filings require their own agreement.
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