Description
The Starter Plan is designed for freelancers, consultants, and small businesses that require reliable bookkeeping support with a low monthly transaction volume. This plan provides essential accounting services to help you maintain accurate, well-organised financial records without unnecessary complexity or cost.
Under this plan, your day-to-day transactions are carefully recorded using QuickBooks or Xero, ensuring your income and expenses are correctly categorised according to standard accounting practices. Monthly bank reconciliation for one account ensures that your books always match your bank statements, helping to identify discrepancies early and maintain clean, error-free records.
The Starter Plan also includes basic customer invoicing and supplier bill posting, allowing you to track amounts owed and payments made with clarity. At the end of each month, you receive a Profit & Loss report that provides a clear overview of your business performance, enabling you to monitor cash flow and make informed decisions.
This plan is ideal for businesses with straightforward accounting needs and minimal activity. Please note that VAT return preparation is not included, making this package unsuitable for VAT-registered or rapidly growing businesses. As your business evolves, you can easily upgrade to a higher plan for additional support.
The Starter Plan offers a cost-effective, dependable solution to keep your books organised, compliant, and ready for future growth.


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