You can then decide whether you will maintain the book-keeping records yourself or outsource the task to us.
The easiest and simplest system to record your income and outgoings for the smaller client is the use of spreadsheets. We can provide you with one of our simple templates and tailor it to your needs or we can work with you to set up a bespoke template.
If you decide to use specialist accounting software then there are many options to consider, however we have identified our preferred partners as follows:
Whether you are a small business or larger organisation, Sage will have a version suitable for you. We have many years experience working with Sage, and we have a team of experts who are able to provide advice and support on the package.
Also, with the new Sage Drive service we are now able to link to your live data from our office which makes ongoing support hassle-free and the year end process more streamlined.
We are part of Sage’s Accountant programme and should you proceed to order through ourselves we are able to pass on significant discounts.
FreeAgent is an online accounting software made specifically for contractors, freelancers and small business owners.
This innovative software is able to send invoices electronically and automatically send email reminders to overdue customers; offers hassle-free expense tracking, simply take a picture of your receipt with your phone and upload it to FreeAgent; connect FreeAgent to your business bank account and automatically import transactions straight into your accounts every day with live bank feeds, saving significant time having to manually input transactions.
We are part of FreeAgent’s partnership programme and should you proceed to order through ourselves we are able to pass on significant discounts.
We also have experience working with many other accounting packages such as Xero, so please feel free to ask about other options available.
For more information on the various platforms available, please read ‘Why now is the time to switch to online accountancy software’.