We have been trying to show the different types of services that we offer and this document showing our fixed packages seems to be the clearest way to show potential clients the type of work we carry out.
| Benefits | Silver | Gold | Platinum |
|---|---|---|---|
| Using software – Quickbooks or Xero | Yes | Yes | Yes |
| Using software packages | – | Yes | Yes |
| Sending quotes to customer by email | Yes | Yes | Yes |
| Raising sales invoices and emailing customers | Yes | Yes | Yes |
| Sending follow up statements to customers each month | – | Yes | Yes |
| Processing supplier invoices received and attaching to transactions in software | Yes | Yes | Yes |
| Reviewing client email account to find invoices | – | Yes | Yes |
| Working with more than one business bank account | – | Yes | Yes |
| Dealing with multi currency bank accounts | – | – | Yes |
| Processing monthly credit card statements | – | Yes | Yes |
| Reconciling bank balance on software to statement each month | – | Yes | Yes |
| Requesting missing information from client | Yes | Yes | Yes |
| Arranging payments from client bank account | – | Yes | Yes |
| Filing VAT return online using software | Yes | Yes | Yes |
| Running monthly payroll on software with employee portal | – | Yes | Yes |
| Summarising payroll for accountant | Yes | Yes | Yes |
| Sending information to accountant at year end | Yes | Yes | Yes |
| Posting on social media by request | – | Yes | Yes |
| Replying to emails for client on request | – | – | Yes |
| Weekly calls to make sure everything is running smoothly | – | – | Yes |
| Running management reports for client showing key figures | – | – | Yes |
| Monthly money review meetings | – | – | Yes |
Hopefully it is clear from this that the number crunching is just a part of what we offer. If you are happy that you understand how to grow your business and you simply need a bookkeeper, we are happy to help. However if you need other services you may prefer to have a chat about our gold or platinum packages so that you get support along with the number work.
