Business Details
Trusted Bookkeeping Services in Ellesmere Port
Established by Gill Morgan, our bookkeeping firm brings over two decades of dedicated experience supporting small and medium-sized enterprises across Cheshire and Wirral. With a professional background spanning 13 years in accountancy practices in Chester and Ellesmere Port, we specialise in delivering precise financial record-keeping tailored to diverse industries including hospitality, personal services, and logistics. Our methodology combines direct collaboration with accountants to ensure compliance and accuracy, while offering flexible engagement models from one-off audits to ongoing monthly management.We prioritise transparent pricing structures with fixed-fee and hourly options, complemented by comprehensive support for VAT returns, bank reconciliations, and financial statement preparation. Our commitment to maintaining meticulous records enables businesses to focus on operational growth while we handle their financial administration.
Services
Bookkeeping
Accounts Preparation
VAT Returns
Bank Reconciliations
Financial Reporting
Data Entry
Virtual Bookkeeping
Highlights and features
- We have over 20 years of experience in bookkeeping for SMEs.
- Personalised services from one-off audits to regular bookkeeping.
- Cost-effective solutions with transparent fixed-fee or hourly pricing.
- Comprehensive support including VAT returns and financial statement preparation.
- Direct liaison with accountants to ensure compliance and accuracy.
What people say
First class service
Reliable and professional
Efficient and timely
Totally trustworthy
Highly recommend
Services
Bookkeeping
We provide comprehensive bookkeeping services to maintain accurate financial records for SMEs. Our expertise includes daily transaction recording, invoice management, and cash flow tracking. By ensuring meticulous documentation, we enable businesses to focus on growth while maintaining compliance with financial reporting standards.
Accounts Preparation
Specialised accounts preparation services support accountancy practices with accurate record organisation. We deliver well-structured financial data for year-end reporting, including trial balances and ledger reports. This streamlines the auditing process while ensuring compliance with accounting standards.
VAT Returns
Our VAT return services ensure timely and accurate submission of tax documentation. We handle calculations, reconciliations, and digital submissions to HMRC, minimising compliance risks. Businesses benefit from reduced administrative burdens and expert guidance on VAT-related queries.
Bank Reconciliations
We perform detailed bank reconciliations to verify financial accuracy. By cross-checking transactions against statements, we identify discrepancies and ensure ledger integrity. This critical service supports reliable financial reporting and informed business decision-making.
Financial Reporting
Our financial reporting services produce profit and loss statements, balance sheets, and custom reports. Using accounting software like VT Transaction+, we deliver actionable insights into business performance. These reports enable strategic planning based on accurate, up-to-date financial data.
People
Gill Morgan
Bookkeeper
Gill Morgan brings over 20 years of bookkeeping expertise, including 13 years in accountancy practices. She specialises in SME financial management, offering tailored solutions for businesses across multiple sectors while maintaining collaborative relationships with local accountants.
Questions
What bookkeeping services do you offer?
We provide bank reconciliations, VAT returns, financial reporting, data entry, and accounts preparation for SMEs and accountancy practices.
How are you different from an accountant?
We handle day-to-day financial records while accountants focus on tax strategy and compliance. We collaborate with accountants to streamline year-end processes.
Do you work with specific industries?
We support hairdressers, beauty salons, logistics firms, care providers, pubs, and various other SMEs across Cheshire and Wirral.
What accounting software do you use?
We primarily use VT Transaction+ but also have experience with QuickBooks, Xero, Sage Cloud, and Freeagent for financial management.
How are your fees structured?
We offer fixed-fee arrangements after initial assessment or hourly billing, with transparent pricing reviewed every 6-12 months.
