Keep your books up to date
- Transaction recording and categorisation
- Bank and card reconciliation
- Month-end bookkeeping and financial reports
Bookkeeping for UK & US owner-managed businesses
Bookkeeping that keeps your business in order.
Monthly bookkeeping, invoice and ledger support, and backlog clearance for owner-managed businesses in the UK and USA.
Working with Xero and QuickBooks Online, we tailor the scope to your records, workload and reporting requirements.
Discuss your bookkeeping →Explore the servicesUK & USA businessesXero & QuickBooks OnlineScope tailored to your requirements
Our services
Clear tasks.
Support that fits your workload.
Choose ongoing bookkeeping, agreed invoice and ledger support, or a focused project to bring outstanding records into order.
See what is outstanding
- Invoice preparation and bill recording
- Customer payment allocation
- Customer/supplier ledgers and outstanding-invoice reporting
Get your records ready
- Separately scoped backlog clearance
- Reconciliations and supporting schedules
- Year-end bookkeeping and accountant handover
Tax services are excluded. Payment approval and execution remain with the client. Outstanding-invoice reporting does not automatically include debt collection.
How it works
Start with a conversation.
Agree a clear scope.
Tell us what you need
Outline your business, current software, workload and any outstanding periods.
Define the work
Agree the tasks, service frequency, required records, responsibilities and fee before work begins.
Keep your records moving
Bookkeeping follows the agreed scope, with missing information and unresolved items raised for your attention.
Pricing
Quoted around your workload.
Not a vague bundle.
Monthly support is scoped to the work you need. Catch-up projects and extra tasks are priced separately.
Request a scoped quote →What helps us quote?
- Transactions and bank/payment accounts
- Invoice, bill and ledger workload
- Update and reporting frequency
- Xero or QuickBooks Online setup
- Backlog periods and record quality
Price confirmed after a workload review.
Questions, answered
Practical details.
Clear service boundaries.
Who do you support?
We support owner-managed businesses in the UK and USA, including companies and self-employed individuals. Scope and service frequency are agreed around your requirements.
Which software do you use?
We work with Xero and QuickBooks Online and provide support with agreed bookkeeping workflows. Subscriptions are not included unless expressly agreed. No software certification or partnership is claimed.
Can you clear a bookkeeping backlog?
Yes. We discuss the outstanding periods, records available and unresolved balances before quoting a separate catch-up project. Ongoing monthly support can then be agreed.
Can you work with my existing accountant?
We can discuss preparing reconciled bookkeeping records and supporting schedules for your accountant. Responsibilities and handover requirements are agreed before work starts.
What does year-end support cover?
Bookkeeping preparation, reconciled balances and agreed supporting schedules for your accountant. It does not imply statutory accounts filing, audit, assurance or tax preparation.
What reports can you provide?
Depending on the agreed scope: software-generated profit and loss, balance sheet and receivables/payables summaries. These are unaudited bookkeeping reports, not independently assured financial statements.
Do you provide tax services?
No. Tax advice, tax returns and tax filing are excluded. Payroll compliance, statutory filing, audit and assurance are also outside this offer.
How do you calculate the monthly fee?
We consider transaction volume, accounts involved, invoice/bill tasks, reporting frequency, software and record quality. Catch-up work and additional tasks are priced separately. Scope and fees are agreed before starting.
Get in touch
Tell us what your books need.
Email your business type, country, software, approximate monthly workload and any backlog.
Email Pocket Accts →Let’s start a conversation.
info@pocketaccts.online+44 7587 746206Please do not send passwords, bank details or sensitive financial documents in your first enquiry. The email button opens your email application; this website does not provide an online submission form.