Services

Bookkeeping & payroll options for Charities & Sole traders

Are you a charity or non-VAT registered sole trader? I’ve got you covered.
From Bookkeeping to Payroll. This page will tell you a little of what I can do to help you.

Bookkeeping options

Once you are fully set up on your choice of software, I will provide a regular service tailored to your business needs. You choose the reporting frequency and I’ll keep your books up to date and compliant with the relevant legislation. I’ll even work with your charity accountant on your independent examination or audit to produce the financial statements and reports stress free.

Bookkeeping in Excel made easy

Excel

This is best option for new start-up businesses and new charities that don’t have any grants needing reported on. Due to MTD, this is not an option once your business income passes the £10k threshold but it’s a helpful way for fledgling business owners to learn the ropes and monitor cash flow without the expense of software. 

As most people choosing this option want to do their books themselves, I offer templates, training, and a backup option. Alternatively, you can delegate the entire job to me, and I’ll keep you updated on how your books are looking, even helping to produce the management and trustee reports. 

Cloud accounting with Liberty Accounts for charities and start ups

Liberty Accounts

I recommend this cloud accounting option for all my charities because it was designed by an accountant for charities. While the management reports are not as flexible as other programs, this is the only provider I’ve found that offers proper SoRP reports including the ability to analyse all income and expenditure by grant, making reporting back to donors a doddle.

Trust me to do all the bookkeeping, leaving your treasurer time to enjoy the reports or opt for a more hands on approach. It’s up to you.

Cloud accounting with QuickBooks for non VAT businesses

QuickBooks

Cloud accounting designed for small to medium size businesses that are MTD ready or want the simplicity of "bookkeeping on the go".

This popular accounting package is widely recognised as a brand leader. I can set you up and teach you the ropes, working together to produce beautifully balanced books.

As a Pro-Adviser, I can even offer you a discounted subscription to this versatile accounting program.

Payroll

The payroll options here may be limited compared to a bureau, but I offer a personal service they can’t.


This service is offered primarily as an add-on to the bookkeeping services, helping you get started with your first employees, ensuring compliance with the legislation and removing the stress from your shoulders.

Cloud Payroll services with Liberty Accounts

Liberty Accounts

If you opt to use Liberty Accounts for your bookkeeping, Payroll can be added to your subscription for only £1 per employee (excluding vat) making it the perfect option for the small employer. 

Liberty Accounts includes much of the functionality of Brightpay such as automatically emailing password secured payslips directly to you employees. 

Desktop Payroll services with HMRC Basic PAYE

HMRC's BASIC PAYE

This free program enables businesses with less than 10 employees to comply with current legislation by submitting their payroll data to HMRC in a timely manner.

They do say, “You get what you pay for” and with this package this saying is true. Basic PAYE is basic, lacking much of the functionality available with paid for subscriptions and yet, it’s still a popular option for the first-time employer.

Cloud payroll with BrightPay

BrightPay

Subscription based software specializing in processing payroll for small and medium sized employers. 


It can process different payrolls for the same business, update your pension provider and HMRC while automatically looking for updates from HMRC. It can also be used to keep track of all leave, easily calculating statutory pay owed.

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