How does it work?

Once you have approved your accounting paperwork you can bundle it up and send it in to us to sort through and enter onto Sage.

We will not keep your papers here (as you can imagine, we would be inundated with a fast growing number of files). Once the invoices have been entered (usually the day they arrive) they will be sent back to you.

On receipt of your returned paperwork, you can assume your accounts are up to date. If you decide to have Management Accounts done, the journal entries are prepared after the current month or quarter end. We will let you know when this is complete.

If you struggle to get to the bank to pay in your receipts, we offer a banking facility. Your cheques will be taken in to the bank for you. They are then recorded on your accounts system.

For bank reconciliation, most of our clients let us have access to their bank accounts on line, or by a link to the bank. With this we are able to keep a daily bank reconciliation and therefore you will always know what cash is available.

How secure is my information?

If you are local to us, we can arrange to collect your paperwork. Our clients who are not local simply send their paperwork by recorded or special post. We will then either return it personally or by post.

With Sage, we have our own logins and passwords, therefore secure from external sources.

Our staff is fully aware that all activity within our office is completely confidential and is not to be discussed or disclosed to anyone without your approval.

We have Professional Indemnity cover of up to £1million for any one loss.

Who will look after my affairs?

We have a range of qualified and part qualified accountants and although you may have one specific person dealing with your paperwork on a regular basis, we all have access to the accounts assigned to us. Therefore any one of us can answer any questions you may have regarding your accounts.

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