Back office
Bookkeeping, VAT, payroll, new-client paperwork and AML checks, credit control and the shared inbox. This is the work that has to happen every week, done in your systems by the same person each month.
What you can hand over
- Bookkeeping: bank reconciliations, sales and purchase ledgers, supplier statements and month-end close
- VAT returns prepared and submitted under MTD through your software
- Payroll runs, pension submissions, P45s and P60s, starters and leavers, and RTI
- Taking on new clients: engagement letters, AML checks, 64-8s and agent authorisations
- Credit control: fee chasing, statements and payment-plan follow-up
- Shared inbox and admin: triage, filing, chasing client records and deadline tracking
How the work runs
We map the routine
Every weekly and monthly task in your practice, who does it today and what a good result looks like. This takes about a week.
The seat takes it over
The person on your seat runs the routine inside your systems, against a checklist you can see. We arrange cover when they are on leave.
Exceptions come to you
Anything that needs a judgement call reaches you as a short question with the facts attached.
You see the week
What is done, what is due and what is waiting on a client, in the portal and in a Monday summary.
What it costs
Production seat
One person in one of these roles: bookkeeping and VAT, payroll and admin, or marketing.
Prices exclude VAT. Billing is rolling monthly, and every seat after the first is 10% off. The other seats are on the pricing page.
Questions
Do you run payroll?
Yes, in your payroll software: BrightPay, Moneysoft, Sage, Xero Payroll or Staffology. RTI and pension submissions are made on the day of the run.
Can you work a shared inbox?
Yes. We triage, file and chase from your hello@ or admin@ inbox to rules you set. Anything client-sensitive is escalated to you.
What about AML checks and taking on new clients?
We do the admin: ID checks through your provider, engagement letters from your templates, 64-8s and agent links. The risk assessment and the decision to act stay with you.
Is bookkeeping a different seat from payroll?
Yes. A seat is one person in one role. Bookkeeping and VAT is one role, and payroll and admin is another. Each is priced as a Production seat, and each can be 160, 80 or 40 hours a month.
Tell us what is on your desk and we will work out what you need
Half an hour on the phone with your job list in front of you.