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How it works

Get your bookkeeper in a few simple steps

An easy online setup gets your bookkeeping moving quickly and clearly.

  1. Step 1

    Select your plan

    Review our monthly plans and select the one that covers your number of monthly transactions.

  2. Step 2

    Complete onboarding

    Provide your details and set up your monthly payment online.

  3. Step 3

    Meet your bookkeeper

    We will introduce you to your dedicated bookkeeper, based in the Philippines and suited to your business reality.

  4. Step 4

    Software invite

    Invite your bookkeeper as a user to your accounting software.

And that's it! Weekly bookkeeping begins. Your bookkeeper reviews and updates your records every week and contacts you directly when information is needed.

And as for what happens at year-ends, read below.

Year-end handover

What happens at year-end?

Once your accounting year is complete, your bookkeeper hands over organised records to your accountant. Here is how that works.

  1. Step 1

    Books kept current all year

    Your dedicated bookkeeper processes transactions and reconciliations every week, so records are not left until year-end.

  2. Step 2

    Year-end bookkeeping checks

    At the end of your accounting period, remaining bookkeeping items are reviewed and cleared where possible.

  3. Step 3

    Handover to your accountant

    Organised records are passed to your accountant in your accounting software — ready for them to begin their work.

  4. Step 4

    Your accountant takes over

    They prepare accounts, tax returns and any filings. That work sits outside routine bookkeeping and remains their responsibility.

What's the difference between bookkeeping and accounting?

Vookeeper

Your bookkeeper

Routine bookkeeping throughout the accounting year.

  • Records and categorises transactions every week
  • Reconciles bank and card activity
  • Keeps your books current in your chosen software
  • Prepares organised records for year-end handover

Your accountant

Accounts and tax

Statutory and compliance work from your bookkeeping records.

  • Prepares year-end accounts
  • Handles corporation tax or self-assessment
  • Advises on tax and compliance matters
  • Files with Companies House and HMRC where required

Year-end handover to your accountant is included in all monthly plans. The process is straightforward — your books stay in your software, clearly organised and ready to use. Read more in the FAQ.

Ready to see which plan fits?

Answer a few questions in the estimator, or contact us if you would rather talk through your situation first.

Find your planContact us