Services   Available

To make this easier to understand I have designed a ‘Pick and Mix' Menu of Service so that you are in control and know what is included and what to expect on the bill - service included!

Basic data entry book-keeping

This is where you give me your shopping bag full of receipts, your bank statement & the invoices you have raised to your Clients - I smile sweetly, add the receipts & invoices into a spreadsheet (Cashbook) and file them in date order. I then make sure everything that has gone through your bank account is included (this is called reconciliation but don't worry about that!)

Invoicing

I can raise your customer invoices for you - this is particularly useful if maths isn't your strong point, you have vat to add & someone has pressed the panic button! Once raised, the invoice will be emailed back to you as a pdf (so that if you email it to your Client it can't be changed).

Sales Ledger

This is where I will keep track of all invoices raised, payments received and money outstanding. This will give you the business turnover figure and will highlight customer payment patterns (useful if you want to negotiate rates!). I will let you know every month if there are payments outstanding.

Credit Control

There is no point doing all the work if you don't get paid! Using the Sales Ledger I will provide monthly statements of outstanding items and contact the Client(s) on your behalf either by email or phone - the choice is yours.

Purchase Ledger

I would use this if you have an account with suppliers - it will show details of items purchased and whether they are paid or outstanding. This is useful to ensure you only pay what you owe and not a penny more! It is also a quick way of knowing how much you owe at any one time. Once again, information is power when coming to renegotiate prices & discounts.

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