One place for the records.
Bank statements, receipts and anything that needs a second look.
Margin / Website conceptAll studio work
Bookkeeping for owner-run businesses
Close the books.
Open your weekend.
Know where things stand, without spending your Sunday sorting receipts.
Find your starting point
Your monthly handoverExample
A clear picture.
A shorter to-do list.
- Accounts reconciled
- Questions collected in one place
- Reports explained in plain English
Prepared for a conversation, not a filing cabinet.
No need to have it all sorted
Where are you
starting from?
Choose what sounds most familiar.
Your starting point
Monthly bookkeeping
A repeatable monthly close: reconciliation, a short questions list and reports you can discuss with your bookkeeper.
Bring: your current bookkeeping tool and the date of your last completed month.
Every month, a little less loose paper.
The details, checked.
Transactions matched and open questions shared with you.
Understand the month.
A handover you can read, with time to ask questions.
Service scope is agreed after reviewing the accounts. Tax filings and advice are separately scoped.