Save Money

We do more than just keep your receipts tidy and enter on software. We analyse as we go, ensuring everything is being claimed as much as possible, including VAT.

Based Around You

All of our bookkeeping services are tailored to how you and your business operates. We can then also work with you to streamline the process even more

Planning & Development

We will work with your figures to spot trends & potential problems, meaning we can talk it through with you before it has happened, rather than once it is too late

Why use us to do your bookkeeping for you?

Because your time spent doing bookkeeping takes you away from what you do best, running your business

Bookkeeping is a process that can be very time consuming having to go through your bank records to make sure all of the transactions are in your accounting system. You also then have to make sure that all of the transactions are being assigned to the right categories so that it’s useful when you come to look at reports. This is all time that is being taken where you could be getting more sales, getting more leads or even just doing some actual project work.

Use us to give you peace of mind that all of your transactions are being logged into your accounts without any input from you.

Transactions

As part of our bookkeeping service, we will deal with and reconcile any transactions with your bank including:

  • Invoices
  • Purchase Orders
  • Expense Claims
  • Wage Payments
  • Refunds
  • Loans & HPs

Our Online Bookkeeping Process

STEP 1

We’ll set you up on Xero (or other cloud accounting systems) & provide you tailored training if you wish. A bank feed will be set up so you don’t have to send us any bank statements

STEP 2

Send us your invoices/receipts by post, email or cloud and we will add them to your chosen cloud bookkeeping system on an agreed regular timeframe.

STEP 3

We will go through the bank feed and ensure all transactions are fully reconciled, with any VAT being claimed as much as possible (if applicable).

STEP 4

Your bookkeeping is then fully reconciled with the bank and will appear on profit and loss, cash summary and other reports in Xero.

You can post or email them to us, or even scan receipts by using the Xero Mobile app which is avaliable on iOs and Android. We will then be able to access those receipts when we next log into Xero.

Please send any paperwork to info@steelefinancial.co.uk or your other personally assigned member of our team

We use Xero which is free as part of your accountancy package. We cannot use Excel as it does not have the advanced functionality that comes with Xero. By using Xero, we can reconcile your accounts with your bank which gives both you as the client, and your accountant confirmation that all of the bank transactions are in Xero. If you already use another software (i.e. QuickBooks Online, Sage One etc.) and want to stay using it, we can accommodate that too.

If you are on Xero, then yes. If you are using Quickbooks or another cloud accountancy, then in most cases you will be able to import the previous two years of data. However, this is a very easy and pain free process so do not hesitate to get in touch with us if you have any questions.

It can be helpful to notify us about are any purchases that have been brought on finance and that will be paid over a prolonged period of time. Also, let us have the paperwork for any loans you take out. If you buy any expensive equipment/vehicles (fixed assets), again, make sure we have a copy of the invoice.

WHAT ARE YOU WAITING FOR?

Do you have any questions about your tax return?

Address:

Redwood House,
Brotherswood Court,
Almondsbury Business Park,
Bristol,
BS32 4QW

Phone: 0117 440 6439
Skype: info:steelefinancial.co.uk
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