bookkeeping for accountants

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Page 1: Bookkeeping for accountants

Innovative & Modern Accounting

Exclusive Service for Accountants

Referring Bookkeeping – Why Choose Me?

I’m a vibrant bookkeeper & training accountant who incorporate modern ways of working efficiently.

You will be working with an individual who is a quick learner, professional and proactive.

We can arrange a cost-efficient fixed fee that is affordable for your practice.

Like any business partnership, it is important to choose the right person to collaborate with especially when

deciding to work with a freelance bookkeeper or outsource the bookkeeping. This brochure summarises

how I can benefit your accounting practice.

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Page 2: Bookkeeping for accountants

Innovative & Modern Accounting

My Experience

• I received my experience working with the government as a finance officer. As well as working at an

accounts & tax practice and within the accounts department of a well-known hotel. I gained

experience in bookkeeping, PAYE, Quarterly VAT Returns, Reconciliations, Year End Accounts, Credit

Control and Secretarial Duties

• In 2009 I obtained a 2:1 in Accounting & Finance with Honours

• I am a qualified bookkeeper with the ICB (the Institute of Chartered Bookkeepers)

• I am also a part-qualified accountant with the ACCA and continue to study

• I have experience in SAP, Iris, Excel, Sage, QuickBooks, Xero and bespoke systems

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Page 3: Bookkeeping for accountants

Innovative & Modern Accounting

Areas of Expertise

• I will do all of the bookkeeping up to trial balance and provide you with a reconciled trial balance*

• I discuss and review the Tax Return & Final Accounts with the client and obtain signed copies before

the final submission if required

• I provide an online bookkeeping service using Xero or your preferred software

• I assist my clients with a range of bookkeeping, accounts management and reporting functions so that

they are working efficiently and devoting time to grow their business

• I work with small businesses and sole traders

• I ensure that my clients don't miss important deadlines and perform bookkeeping monthly/weekly

• I work well with creative, innovative individuals who need the support of someone focused who will

assess their business

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Page 4: Bookkeeping for accountants

Innovative & Modern Accounting

Included Benefits:

Telephone, email correspondence & online conferences

Suggestions & improvements for the accounts and processes

Preparation of draft accounts and trial balance

Travel to your office and/or clients if required

Well presented, friendly & professional representative

Accounts updated on time to an agreed deadline

No N.I or additional costs

My Referrals to You

• There is an added benefit of partnering with me: In the future I may have clients who need Full

Accounts, Corporation Tax and Tax Planning.

• I would be happy to refer these clients to you as part of my service. Below I have suggested your role:

- Preparation of full set of Accounts

- Preparation of Abbreviated set of Accounts

- Corporation Tax Return

- Optional tax planning, tax credits, estate & trust advice, insurance etc

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Page 5: Bookkeeping for accountants

Innovative & Modern Accounting

Feel free to call or drop me a line to discuss your requirements

Call: 07523884611

Fax: 0872 331 6072

Email: ru [email protected]

Website: www.noelbookkeeping.com

Facebook: www.facebook.com/NoelBookkeeping

*Prices are negotiable, reduced cost for Accountancy Practices

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