Services

General Services

Bookkeeping – From £65 per month

Bookkeeping including bank reconciliation, sales and purchase processing, accurate coding, and maintaining clean financial records so your accounts stay organised and up to date. This includes processing of sales and purchase invoices as required.

Supplier Payments via Apron – From £20 per month

Managed supplier payment runs through Apron Payments, allowing payments to be processed safely and efficiently without needing direct access to your bank.

Credit Control – From £15 per month

A structured, professional credit control service including invoice reminders, overdue chasing and debtor tracking to support healthier cashflow.

Payroll – From £20 per month

Monthly payroll for directors and staff, including payslips, RTI submissions, pension contributions and year-end duties. A reliable and confidential service that keeps everything running smoothly.

Inbox Management – From £30 per month

Organised, efficient management of your finance inbox to ensure supplier invoices, client queries and financial emails are actioned promptly.

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Tax & Compliance Services

VAT Returns – From £20 per month

Preparation and submission of VAT returns, ensuring all transactions are correctly recorded and fully compliant with HMRC requirements. Includes advice on VAT schemes and record-keeping best practice.

Limited Company Accounts – From £40 per month

Preparation of statutory year-end accounts and submission to Companies House and HMRC. Includes accountant liaison where needed.

CIS (Construction Industry Scheme) – From £50 per month

Processing CIS returns, verifying subcontractors, producing payment and deduction statements, and ensuring HMRC submissions are completed on time.

Self-Assessment Tax Returns – From £16 per month

Completion and filing of personal tax returns for directors and individuals, with accurate reporting of income, allowances and reliefs.

Making Tax Digital For Income Tax - from £50.00 per month

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Confirmation Statements – £10 per month

Preparation and filing of your annual Confirmation Statement to Companies House, keeping your company information accurate and compliant.

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Advisory Services

Annual Budgeting – From £25 per month

Creation of an annual budget to support planning and financial decision making, giving you a clear view of targets, costs and expected performance.

Management Reports – From £95.00 per month

Clear monthly or quarterly management accounts presented in a way that makes sense. Includes key figures, trends, commentary and performance insights.

Cashflow Management – From £95.00 per month

Short and long term cashflow forecasting, helping you plan, avoid surprises and make confident financial decisions.

Monthly Finance Review Meeting – From £50.00 per month

A dedicated monthly meeting to review your management reports/cash flow. We discuss performance, highlight risks, plan for upcoming commitments, and support confident financial decisions. Frequency can be adapted to Bi-monthly/Quarterly

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Adhoc Services

1hr Meeting – From £50.00

Mortgage Reference - From £100.00 per person

Adhoc reporting – from £50.00

System Set Ups – POA

Spreadsheet Creation – POA

Software Conversion - POA

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TESTIMONIALS

What others are saying

"I'd highly recommend"

I have been working with Steph for the past year and I am extremely happy with the input she provides along with the first class service!

I'd highly recommend Books & Balance

Roger Harpum

RHC Associates

"Thanks for all you do"

Steph is very thorough and explores the best options for me and my business. Without Steph's easy nature and simple explanations, I would feel much more pressure. She is always there to answer questions, guide me through what's next and offer suggestions.

Emma Treharne

Nuveya Life