What is making the records difficult?
If invoices are scattered across email, receipts are piling up or the software balance looks wrong, identify the source of the difficulty first. It may be a backlog, an unclear routine or a system that has not been set up properly.
Ongoing bookkeeping
Bookkeeping is the recurring work of recording and checking transactions. Agreeing who provides information, how questions are answered and when records are updated is as important as choosing the software.
bookkeeping servicesSetting up accounting software
A KashFlow setup should fit your transaction volume, reporting needs and working habits. Existing information, opening balances and access all need attention when starting or changing a system.
KashFlow accountingWhat good records support
Usable records support annual accounts, VAT returns and management reports. The aim is a consistent flow of information, so each next task begins from a set of figures you can trace back to the transactions.
annual accountsYour questions, answered.
Can you work with my existing records?
Bring a sample of the records or explain the current system. We can then discuss what needs organising.
Is software setup the same as bookkeeping?
No. Setup establishes the system and starting data; bookkeeping keeps the records updated afterwards.
What if several months are missing?
Identify the missing period and the documents you still have. We can discuss a practical order for catching up.