What is the Initial Bookkeeping Health Check, and do I need one?
Every client starts with an Initial Bookkeeping Health Check. We review your current setup, identify areas that could be improved and recommend the plan that would work best for your business: START, Accounting Books Clean-Up or ongoing SUPPORT.
Not sure what to expect? Read what happens in a bookkeeping health check.
Which accounting software do you work with?
We set up and support Xero and QuickBooks. If you are not sure which suits your business, the Health Check is a good place to start, and our guide to Xero vs QuickBooks for Irish small businesses explains what to weigh up.
I am just starting my business. What should I do first about bookkeeping?
Our START service is designed for exactly this. We set up Xero or QuickBooks around the way your business works, including your chart of accounts, bank feeds, customers, suppliers and invoice templates, and finish with a 1-to-1 training session.
Before you begin trading it also helps to open a separate business bank account. Our start-up bookkeeping checklist walks through the basics.
My books are behind or messy. Can you fix them?
Yes. Our Accounting Books Clean-Up starts with a review of your existing accounts, then covers bank reconciliation clean-up, duplicate and suspense transactions, customer and supplier accounts, your chart of accounts and your opening balances.
The result is clean, reliable books that are ready for your accountant, or ready to move onto ongoing support. See signs your books need a clean-up if you are unsure.
What do I get with ongoing bookkeeping support?
Each month we do your bookkeeping and bank reconciliation, review your transactions and prepare management accounts, including a Profit & Loss report and a Balance Sheet, followed by a monthly financial review. We also look for ways to improve your processes over time.
It gives you the benefit of a professional bookkeeper without employing one full-time. Details are on the SUPPORT page.
Do you also do VAT, tax returns or payroll?
No. We offer bookkeeping only: accounting software setup, books clean-up and ongoing bookkeeping support. We do not provide VAT returns, tax returns, tax advice, payroll or statutory accounts, so please speak to your accountant or tax adviser about those.
Accurate, up-to-date books make that work easier for them. If you are unsure whether we can help with something specific, just ask us.
How do I get started?
Send us an enquiry through the contact page, email us or message us on WhatsApp. Tell us a little about your business, which software you use (if any) and what you would like help with, and we will get back to you with the next step, which is usually the Initial Bookkeeping Health Check.