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At a Glance

Key details about this service to help you decide. Generated by Zinn Hub, not the seller.

Platform Coverage

Xero, QuickBooks, FreeAgent & Sage
Supports all four major cloud accounting platforms, so buyers can continue using their existing software without switching.

Qualification Level

Chartered Certified Accountant
The provider holds a recognised professional accounting qualification, covering not just bookkeeping but also tax filing, VAT, and annual accounts.

Service Scope

End-to-End Accounting Suite
Goes beyond basic bookkeeping to include corporation tax, self-assessment, payroll, VAT returns, dividend advice, and monthly P&L/EBITDA reporting meetings.

Pricing Model

Transaction-Volume Based
Charges are calculated based on total number of transactions rather than a flat fee, making it potentially more cost-effective for lower-volume businesses. Buyers should clarify their monthly transaction count before ordering.

What You'll Receive

Formats:
Digital Files
Written Report
Spreadsheet
Delivery Method:
Order Manager
Notes: Monthly bookkeeping outputs, reports and filed returns will be shared securely via the order manager. Management meeting recordings or notes can be provided on request. All deliverables are supplied in formats compatible with your chosen accounting platform. Filing confirmations from HMRC and Companies House will be forwarded as soon as received.

Full Description

Running a business is demanding enough without wrestling with spreadsheets, tax deadlines and bank reconciliations. This service hands all of that to a Chartered Certified Accountant who works across Xero, QuickBooks Online, FreeAgent and Sage — keeping your finances accurate, compliant and genuinely useful for decision-making.

At the heart of this service is clean, consistent monthly bookkeeping. Every transaction is categorised correctly, your accounts are reconciled against your bank feed in real time, and you receive clear monthly reports — including profit and loss and EBITDA — so you always know exactly where your business stands. A monthly meeting to walk through those reports is included in the standard and full tiers, turning numbers into insight and action.

Beyond the day-to-day, this service covers the bigger compliance pieces: corporation tax return preparation and filing, annual accounts preparation and filing, and quarterly VAT return preparation and filing for VAT-registered businesses. Director self-assessment, payroll, dividend advice structured for tax efficiency, and director salary planning are also included — everything a growing limited company typically needs under one roof.

The 5 Ways Visible profit-strategy framework is woven into the reporting process, giving business owners a structured lens through which to spot growth opportunities rather than simply reviewing historic figures.

This service also helps you select and connect the right accounting software to your business bank account, so your profit and loss is visible in real time without manual data entry.

Who is this for? Limited company directors, sole traders and small business owners who want to reclaim their time, stay on the right side of HMRC, and have a qualified accountant available — not just at year end, but throughout the year.

The entry tier covers up to 50 transactions per month and is the right starting point for very early-stage or low-volume businesses. The standard and full tiers scale up to higher transaction volumes and add the full compliance suite including corporation tax, annual accounts and self-assessment, reflecting what most established businesses genuinely need.

All tiers are delivered with 24-hour availability and a commitment to long-term relationships — not a one-off transaction. Deadlines are taken seriously because missing HMRC filing dates costs money.

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Compare Packages

FeatureStarterStandardComplete
Delivery Time7 days10 days14 days
Revisions123
Monthly bookkeeping in Xero, QuickBooks, FreeAgent or Sage (up to 50 transactions)✓✕✕
Bank reconciliation and transaction categorisation✓✕✕
Monthly profit and loss report✓✕✕
Accounting software set-up and bank feed connection advice✓✕✕
24-hour availability via order chat✓✕✕
Delivered by a Chartered Certified Accountant✓✕✕
Monthly bookkeeping in Xero, QuickBooks, FreeAgent or Sage (up to 150 transactions)✕✓✕
Monthly P&L and EBITDA report with management meeting to discuss findings✕✓✕
Quarterly VAT return preparation and filing (if VAT-registered)✕✓✕
Director salary and dividend advice for tax efficiency✕✓✕
5 Ways Visible profit-strategy framework applied to monthly reports✕✓✕
Payroll processing included✕✓✕
Monthly bookkeeping in Xero, QuickBooks, FreeAgent or Sage (up to 300 transactions)✕✕✓
Annual accounts preparation and filing with Companies House✕✕✓
Corporation tax return preparation and filing with HMRC✕✕✓
Director self-assessment tax return preparation and filing✕✕✓
Quarterly VAT returns, payroll, dividend and salary planning included✕✕✓
Monthly management meeting (P&L, EBITDA, 5 Ways Visible growth strategy)✕✕✓

Portfolio

Examples of the seller's work related to this Zinn.

Handle Your Bookkeeping and Accounts as a Chartered Certified Accountant

Handle Your Bookkeeping and Accounts as a Chartered Certified Accountant

Extra Information

Why Choose Me

Qualification:Chartered Certified Accountant — not a bookkeeper, a fully qualified professional
Software Coverage:Xero, QuickBooks Online, FreeAgent and Sage — whichever platform you use
Availability:24-hour availability and a focus on meeting your filing deadlines
Growth Focus:5 Ways Visible profit-strategy framework built into every engagement — not just compliance, but genuine business insight
Relationship Approach:Built for long-term partnerships, not one-off jobs — your accountant learns your business over time

Tools I Use

Accounting Platforms:Xero, QuickBooks Online, FreeAgent, Sage
Reporting:Profit & Loss, EBITDA, management accounts and the 5 Ways Visible framework
Compliance:HMRC Corporation Tax filing, Companies House annual accounts, HMRC VAT returns, HMRC Self Assessment

Perfect For

Business Types:Limited company directors, sole traders, small and growing businesses, startups setting up their first accounting system
Situations:Behind on bookkeeping, approaching a VAT or tax deadline, switching accounting software, wanting monthly insight not just year-end accounts

Frequently Asked Questions

This service covers Xero, QuickBooks Online, FreeAgent and Sage. If you are not yet set up on any of these, we can advise on the best fit for your business and help connect it to your bank account.

The key variable is your monthly transaction volume. If you have fewer than 50 transactions per month, the Starter tier is a sensible starting point. Between 50 and 150, choose Standard. Above 150 or if you need full compliance (corporation tax, annual accounts, self-assessment), go for Complete. If you are unsure, message us before ordering and we will advise.

Each line item that passes through your business bank account or credit card counts as one transaction — sales invoices, supplier payments, payroll runs, bank charges and so on. If your volume varies month to month, base your tier choice on a typical month and use the additional-transactions add-on for any overage.

To begin, please share read-only access to your accounting software, a summary of your business activity for the period, and any specific deadlines (such as an upcoming VAT or corporation tax filing date). The more context you provide upfront, the faster we can get your books in order.

Included in the Standard and Complete tiers, the monthly meeting is a scheduled call to walk through your P&L, EBITDA and any key financial insights for that month. We use the 5 Ways Visible framework to highlight growth opportunities. You will receive your monthly reports ahead of the call so you can come prepared with questions.

Yes. We can pick up your bookkeeping and compliance at any point in the financial year. If there is catch-up work required to bring records up to date, please mention this when placing your order so we can agree the appropriate scope.

Starter includes one round of revisions, Standard includes two, and Complete includes three. A revision means a reasonable adjustment to the work delivered based on your feedback — not a change of scope. Additional revision rounds can be discussed via order chat.

Both are possible. Each order covers one month of work. For ongoing bookkeeping and compliance, simply place a repeat order each month. Long-term client relationships are actively encouraged — continuity means your accountant already knows your business, which saves time and improves the quality of advice.

Customer Reviews

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Will be using again!

Great guy, went above and beyond the job. Happy with his work, will use him again in future.

Excellent as always.

I'm very happy with the work Neil carried out. He communicated well with me throughout and delivered in good time. His work was to a very good standard. I would definitely recommend him.

Neil delivered highly professional work in accounting, showcasing excellent expertise.

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Professional Bookkeeping In Xero

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