I know that financial reporting and annual accounts can sometimes feel complicated or easy to put off. My aim is to keep everything clear, organised, and up to date so you always know where your business stands.


Monthly Reporting

My monthly reporting helps you keep a clear view of how your business is performing without getting lost in spreadsheets or technical reports.

This includes:

  • Monthly management accounts
  • Profit and loss summaries
  • Balance sheet updates
  • Bank reconciliation
  • Checking payroll and VAT figures where needed

The focus is simple — giving you clear, easy-to-understand information so you can make better decisions and stay in control.


Annual Accounts

At the end of your financial year, I prepare your accounts so everything is accurate, compliant, and ready for HMRC and Companies House.

This includes:

  • Preparing your year-end financial statements
  • Making sure everything is accurate and properly reconciled
  • Producing accounts ready for Corporation Tax
  • Filing with Companies House where required
  • Handling year-end adjustments

I also work alongside your accountant or tax adviser if needed, so everything fits together smoothly.


Who I Work With

I usually support:

  • Sole traders
  • Partnerships
  • Small business owners who want regular financial visibility
  • Directors who want year-end accounts handled properly

Whether you need ongoing monthly support or just help at year-end, I can work in a way that suits your business.


Why This Helps

Having your monthly reporting and year-end accounts handled together means:

  • You always know how your business is performing
  • No last-minute stress at year-end
  • Cleaner, more accurate records
  • Better financial decision-making
  • Everything is kept organised throughout the year

In Simple Terms

I help you stay on top of your finances month by month and take care of your annual accounts at year-end, so everything is accurate, compliant, and stress-free.