Ongoing Business Financial Records Maintenance Package

Our Ongoing Business Financial Records Maintenance Package provides continuing support for businesses that need their accounting information maintained on a regular basis. The service is designed to help businesses keep their financial records organised throughout the year rather than allowing transactions and supporting documents to accumulate until the end of the accounting period.

The package includes recording and organising monthly income, sales, purchases and business expenses, together with the processing and organisation of relevant bank transactions. Financial documents supplied by the client can be reviewed and incorporated into the ongoing accounting records.

Regular account checks are included to help identify obvious missing transactions, duplicate entries and inconsistent accounting classifications. Where additional information is required, relevant items can be identified for clarification.

Maintaining financial records throughout the year can help businesses keep their accounting information more current and make future annual accounts preparation and financial statement preparation more efficient.

This package is suitable for businesses that require continuing external bookkeeping and financial record support and want to maintain a consistent approach to their accounting records. The scope of support can be considered according to the business’s transaction volume and the nature of the financial records involved.