Your day-to-day finances taken care of
Keeping the books up to date is only part of the job. Invoices need raising, suppliers need paying and overdue customers need chasing. Our outsourced bookkeeping service brings that work together, so it takes less of your time.
We call it transaction support: an accountant and financial controller working together to keep the core finance function running properly. Choose the tasks you need us to handle, with a named contact and a Quarterly Business Review included.
What's included in our outsourced bookkeeping service?
Keep the tasks you want. We'll handle the rest.
You do not have to hand everything over. Some clients keep sales invoicing because it is closely connected to delivering their work. Others retain an in-house bookkeeper and ask us to manage payments or credit control.
We agree the split before we start, name an owner for every task and write it into the engagement. We review the arrangement as your business changes, so you only pay for the support you need.
Your own finance team, with a named point of contact
Your accountant handles the bookkeeping and transaction processing. Your financial controller manages supplier payment processes and credit control, with oversight of the controls around the money.
You have a named contact and a shared inbox. Documented processes and team cover reduce reliance on one person being at their desk, and make it easier to keep work moving during holidays or absence.
We prepare the payments. You stay in control.
Final payment authorisation stays with you. We prepare the payment run and provide the information needed for approval. Only the people you authorise release the money.
We agree the payment timetable and how queries are raised. You keep control of customer relationships, commercial decisions and anything else you choose to retain.
A fixed monthly fee, agreed before we start
Your fee reflects the work you ask us to do, the volume of transactions and the complexity of your setup. We confirm it in writing before the service begins.
There are no hourly charges for the agreed ongoing work. We review volumes at your quarterly review and discuss any proposed change in advance. Setup work and additional services are identified and priced separately where needed.
More than bookkeeping: Quarterly Business Reviews included
Four times a year, we review your financial performance with you. We discuss what has gone to plan, identify areas that need attention and agree practical next steps.
You do not need to buy a CFO package to have that conversation. If it reveals a need for more detailed monthly reporting, a forecast or a focused improvement project, we explain the options and agree any extra work with you first.
Your day-to-day service also sits within a firm with tax and legal specialists. When a query requires that expertise, your team can help you find the right person.
A straightforward switch, with support at every step
Changing the way you run finance can feel like another job on an already long list. We manage it as a structured project, with clear responsibilities and an agreed handover date.
Our five-stage transition is designed around the first 50 days. We adapt the timetable to your systems, the condition of the records and the work you are handing over. A smaller bookkeeping engagement may need less change than a complete finance function.
The Onboarding Process
What we need from you
Access to your accounting software and bank feeds; authority to contact your current adviser; time to explain how the business runs; and a named person who can answer questions and approve decisions. We agree any additional records needed during discovery and coordinate the rest of the handover. Transaction support can be all you need.
If you later want monthly management accounts, forecasts and KPI reporting, add our Reporting service. If you need senior advice on funding, strategy or exit, add a Fractional CFO. See how the services work together in our outsourced finance department, or compare the options on our outsourced accounting services page.
How does this differ from basic bookkeeping?
Bookkeeping keeps the financial records accurate. Our transaction support package can also cover raising invoices, preparing supplier payment runs, chasing overdue customers, VAT returns and payroll. We agree the combination around your needs.
Can I keep my in-house bookkeeper?
Yes. We can work alongside them and take responsibility for the tasks you want to hand over. We
document the split so work is covered and responsibilities are clear.
Do I have to move to Xero?
We use Xero for most clients, but we review your existing software before recommending a change. If
moving is not worth the disruption, we discuss how we can work with what you already have.
Who authorises supplier payments?
You do. We prepare payment runs, and the people you authorise approve and release them. We agree the process before taking over.
Will I have to chase my existing accountant for information?
With your authority, we contact them and coordinate the transfer of records. We will let you know if
anything needs your input and agree a handover timetable around the information available.
Are management accounts and forecasts included?
Monthly management accounts, forecasting and KPI reporting form our separate Reporting service. Your bookkeeping package includes a Quarterly Business Review. You can add Reporting whenever the business needs it.
Will I be tied in?
Your engagement letter sets out the notice period and it runs both ways. If you leave, we arrange a proper handover to your new provider. We explain the terms before you sign.
Who will I actually deal with?
You will have named people responsible for your work and meet the team before you sign. A shared inbox and team cover mean the service does not depend on one person’s availability.
Talk to us about your bookkeeping
Tell us which jobs are taking up your time and what you would like to hand over. We will agree the right level of support and give you a clear proposal, including the fee and the switching plan. Already have the day-to-day work covered? Explore our Fractional CFO service.
Top Quality Bookkeeping
Meet Neil Ormesher, CEO of Accounts and Legal who ensures our Accounts service is the best in the industry. (Don’t just take our word for it, check out our reviews). At the heart of accounting services is bookkeeping, and Neil and our Head of Accounts ensures a high level of quality across the board.
Neil has been in accountancy for over 25 years, and as a fully qualified accountant, both CTA and FCCA who has worked his way up the ranks – he knows a thing or two about helping businesses.
Neil and the team are responsible for ensuring our clients get the best service, helping them understand their numbers, and achieve their business dreams.
Find out more about our Small Business Accountants in London.
A Bit About Us
Accounts and Legal was founded on the belief that business owners should expect more from their accountant than a set of figures at the end of the year.
Since then, we’ve grown into an award-winning team supporting hundreds of businesses across the UK. Our clients range from one-person companies finding their feet to complex, multimillion-pound businesses with larger teams and more involved financial needs.
That experience means we understand that no two businesses need exactly the same thing. Whether you need help staying on top of the essentials or want a team that can support the wider business, we’ll shape our service around where you are now and where you want to go next.
Emma Williams - Seene Digital
Accounts and Legal have been fantastic to work with over the last few years. Kath Meehan-Lacitignola, who handles our bookkeeping, is incredibly thorough, efficient and friendly. She’s quick to respond, genuinely cares and is always ready to help with any question. Special thanks to Jack Dawber-Axon, Senior Manager, who is our go-to for tax and accounting queries. Jack is exceptionally talented, thinks outside the box and has been instrumental in increasing our tax efficiency & saving us money. Both Kath and Jack make a real difference to our business.
Emma Williams, Founder of Seene Digital
Helping a client take control of their finances
Our Offices
We have locations in 3 cities:
Manchester office: 81 King St, Manchester M2 4AH
London office: Hop Exchange, 24 Southwark St, London SE1 1TY
Liverpool office: Tea Factory, 82 Wood St, Liverpool L1 4DQ
Call us at 0333 344 0144