We are now able to offer our services as set packages

We have been trying to show the different types of services that we offer and this document showing our fixed packages seems to be the clearest way to show potential clients the type of work we carry out.

bookkeeping and business development services
 

SILVER

GOLD

PLATINUM

 

 

 

 

Using software - Quickbooks or Xero

֍

֍

֍

Using software packages

 

֍

֍

Sending quotes to customer by email

֍

֍

֍

Raising sales invoices and emailing customers

֍

֍

֍

Sending follow up statements to customers each month

 

֍

֍

Processing supplier invoices received and attaching to transactions in software

֍

֍

֍

Reviewing client email account to find invoices

 

֍

֍

Working with more than one business bank account

 

֍

֍

Dealing with multi currency bank accounts

 

 

֍

Processing monthly credit card statements

 

֍

֍

Reconciling bank balance on software to statement each month

 

֍

֍

Requesting missing information from client

֍

֍

֍

Arranging payments from client bank account

 

֍

֍

Filing VAT return online using software

֍

֍

֍

Running monthly payroll on software with employee portal

 

֍

֍

Summarising payroll for accountant

֍

֍

֍

Sending information to accountant at year end

֍

֍

֍

Posting on social media by request

 

֍

֍

Replying to emails for client on request

 

 

֍

Weekly calls to make sure everything is running smoothly

 

 

֍

Running management reports for client showing key figures

 

 

֍

Monthly money review meetings

 

 

֍

Hopefully it is clear from this that the number crunching is just a part of what we offer. If you are happy that you understand how to grouw your business and you simply need a bookkeeper, we are happy to help.  However if you need other services you may prefer to have a chat about our gold or platinum packages so that you get support along with the number work.

BW Bookkeeping and Project Solutions Ltd.

6 Keats Court,
Eaton Ford,
St Neots,
Cambridgeshire,
PE19 7LX

07825 152951

jen@bwbps.co.uk

Home Page FAQs Blog Facebook Instagram LinkedIn

Company Number 13495928
VAT No. 450467105
Registered in England and Wales - Registered Office: Staple House 5, Eleanors Cross, Dunstable, Bedfordshire, England, LU6 1SU

We recommend Dunstable accountancy practice
Spicer and Co

BW Bookkeeping logo

Quickbooks Advanced Certified Pro Adviser - Gold

Testimonials

I learned more about how to direct my business in 20 minutes talking to Jen at BW Bookkeeping than in 4 years of meetings with my accountant.
Rob L, Aston Clinton

I have never used a bookkeeper before so I was a bit apprehensive. Working with BW has been the best decision we have made recently. I knew we needed help with behind the scenes work and this has been a real relief.
Sam B, Cheshunt

We have been a client of BW Bookkeeping since 2017 and rely on them for a range of services. They helped us change from a sole trader to a limited company and handle all our banking and VAT.
Mason Grab Hire Ltd, Aston Clinton

Quickbooks Advanced Certified Pro Adviser