About Heidi’s Bookkeeping
With over 25 years of experience as a bookkeeper, I have had the privilege of working with a diverse range of companies across various industries. My extensive background has equipped me with a comprehensive understanding of financial management, ensuring accuracy and compliance in all bookkeeping tasks.
I have worked in various places in UK, and spent a number of years in Glasgow but now in County Durham. I have one daughter who works as a Tax Accountant in Germany.
Languages: English, German
About Jim
Of Scottish origins, Jim worked for 12 years as an HMRC customer service advisor. This included providing Tax and VAT support. He won an award for voluntarily supporting staff with IT issues.
Jim supports the business with PA assistance, and also works as a freelance web designer.
Languages: English
FAQ
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I work on a monthly fixed fee basis. That depends on the size of your business and the potential work involved. If you want to use QuickBooks which I recommend you will need to pay for a client plan yourself. I get access with your permission. Local clients who don’t feel comfortable with remote Apps can meet locally from time to time.
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I like to work on a monthly basis and keep books up to date. This saves some chaos later on in my experience. If you feel confident with maintaining your records with QuickBooks, I am happy to discuss that. If we agreed on a way forward doing it this way, I would have to plan a time slot to do this work in the future, and discuss an appropriate payment plan.
Key Features of QuickBooks
- Income and Expense Tracking: Easily track all your income and expenses, categorize them, and keep your financials organized.
- Invoicing: Create and send professional invoices, set up recurring invoices, and accept online payments.
- Bank Feeds: Automatically import and categorize transactions from your bank accounts, saving you time on data entry.
- Digital VAT: Manage VAT digitally, including VAT returns and compliance with Making Tax Digital (MTD) requirements.
- Financial Reporting: Generate detailed financial reports such as profit and loss statements, balance sheets, and cash flow statements.
- Multi-User Collaboration: Allow multiple users to access and work on the same QuickBooks account, facilitating teamwork.
- Tax Preparation: Simplify tax preparation with smart categorization and integration with tax software.
- Integration with Other Apps: Connect QuickBooks with other business apps to streamline your workflow.