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UK accounting and advisory support for clearer business decisions

Bookkeeping and accounts

Know where the business stands.

Keep records current, understand what changed and make the next decision with clearer figures.

Book a consultationSee what is included
A Tax Bridge advisor reviewing financial records with a business owner

Current records now. Clear accounts at year end.

The exact timetable and records depend on the agreed engagement. We document the recurring work before it begins.

Monthly bookkeeping

  • Reconcile the agreed bank accounts
  • Post and review the records supplied for the period
  • Resolve bookkeeping questions before they carry forward
  • Close the month on the agreed timetable

Year-end accounts

  • Prepare the annual accounts
  • Review year-end balances and supporting records
  • Explain the figures before the accounts are finalised
  • Agree any separate filing or tax work in writing

Start with a written scope, not assumptions.

We agree what moves between us, when the records close and which work needs a separate instruction.

Getting started

  • Confirm the records and access we need
  • Review the current bookkeeping position
  • Agree responsibilities, timing and communication

What we need from you

  • Send complete records by the agreed dates
  • Answer questions that affect how transactions are recorded
  • Tell us when the business or its systems change

What is not included

  • Payroll, VAT returns and tax filings
  • Historic corrections outside the agreed starting position
  • Work or advice not recorded in the engagement scope

Reporting without a mystery layer.

Closing the records is useful when you can see what changed, what is unresolved and what deserves a conversation.

A close conversation can cover

  • What changed in the records
  • Which items still need an answer
  • What the current position means for the next decision
A Tax Bridge advisor and business owners reviewing a plan together

One accountable contact

Your named contact coordinates the bookkeeping questions, close timetable and next conversation within the agreed engagement.

A finance advisor and business owner checking records at a laptop

Software fit is confirmed first

We confirm access, exports and handover requirements before the service starts.

Platform support and any migration work are recorded in the scope rather than assumed from a universal compatibility list.

Common bookkeeping questions.

The written engagement remains the source of truth for your exact scope, timetable and responsibilities.

What does monthly bookkeeping cover?

The agreed recurring work can include posting records, reconciling accounts, resolving queries and closing the period to a timetable.

What if the records need historic corrections?

We review the starting position first. Any historic correction work is scoped separately before recurring bookkeeping begins.

Can Tax Bridge also help with VAT, payroll or business tax?

These are related services. We confirm which work is needed and record each responsibility in the engagement scope.

Business tax

Prepare company filings and understand the decisions needed before deadlines arrive.

Business tax

VAT

Handle registration, returns and practical VAT questions through an agreed process.

VAT

Payroll and CIS

Run recurring payroll and contractor obligations to a clear timetable.

Payroll and CIS

Business advisory

Use current figures for cash-flow, planning and management reporting conversations.

Business advisory

Put the bookkeeping scope in writing.

Start with the records, deadlines and decisions already in front of the business.

Book a consultation