Where we start
Identify the business bank and card activity, sales records, expenses and the last complete period. Separating personal and business items early makes the routine easier to maintain.
Service
Bookkeeping for sole traders
A simple bookkeeping routine that keeps business records separate and reduces the year-end scramble.
What needs care
Transactions, supporting documents and reconciliations are processed to the agreed scope. Decisions about allowable expenses and tax treatment should be confirmed with your accountant or tax adviser.
What the handover should contain
You receive a clear summary of the period completed, documents still needed and questions to resolve before the records are passed on.
Start with the records you already have
Tell us whether business receipts pass through a dedicated account, how sales are recorded and where supporting documents are kept. Agree how personal and business transactions are identified. Missing evidence is recorded as a question rather than silently treated as an allowable expense.
Understand what the monthly fee covers
Monthly bookkeeping typically costs £195–£295, depending on volume and scope. Agree the accounts, records deadline and handover before starting. Catch-up work and any tax return preparation are separate; your accountant confirms specialist tax treatment and filing responsibilities.
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