DIY Bookkeeping - Training and support so you can do it yourself

This service particularly suits businesses that;

  • Seek training to do the bookkeeping themselves the right way
  • Want to improve knowledge in how to run their business finances effectively
  • Are new business start ups or established businesses with changing needs
  • Are ready to move from spreadsheets to a bookkeeping software
  • Have heard about cloud based bookkeeping softwares and want to know more
  • Want help to choose and set up their bookkeeping software
  • Are keen to review existing financial systems and be more efficient
Types of clients we have that use this service include video production, business coaches, letting agents, other bookkeepers and more.

As busy business owners, you can’t be an expert in everything and you probably don’t have time either to do lots of research into the right bookkeeping software options for you and to work through training programmes or videos to learn to do your bookkeeping yourself.  So this is where we can help you.

These are some of things we do to train and help clients to do their own bookkeeping.

1. Choosing a Bookkeeping Software

It is important for your business that you choose the bookkeeping software and any associated softwares which best suits your business as this can have a big impact on your productivity and the efficiency of your processes.

Do you already have software which takes orders or creates invoices that you want to integrate with your bookkeeping software?

Does your business have particular requirements which mean that some softwares are more suitable than others?

Are you looking for a cloud based software with good ‘add on’ partners that link to other softwares that have a specific purpose e.g. stock management, cashflow forecasting?

We can help you think through what you need and help you to identify solutions which will work for your business.

2. Software set up

For businesses moving on to Xero software, we can set your software up for you so that it meets the needs of your business and the accounting requirements. This set up includes putting on conversion balances, setting up your templates, tailoring your chart of accounts and the financial settings and importing your customers and suppliers.

For a standard set up, it is a fixed fee of £125 plus VAT. If there are more complexities (e.g. a mid year transition, stock to be brought in etc), the fee is £225 plus VAT.

3. Group Bookkeeping Training

We often find that business owners doing their own bookkeeping or have a member of staff in-house doing it for them, want the reassurance that they doing everything correctly and also want to learn the best and most efficient way of getting their bookkeeping done.

This is where we come in by providing workshops where we go step by step through the bookkeeping process so that you know exactly what to do.

4. Tailored 1 to 1 Training Sessions

We will go and work with our clients on their premises or at our office to give them bookkeeping training and support on a 1 to 1 basis.

This enables us to focus specifically on the areas you want and the questions you have. We simply charge for the time we are working with you at £75 per hour plus VAT.

5. Other Training

We provide a range of other courses and workshops that we feel will help our business owners – please take a look contact us to discuss.

6. Bookkeeping Telephone Support

If you want some on-going support and the peace of mind to be able to access telephone support during the first year of using the new software to help you with any problems which arise, this package is for you. This is just £50 per month plus VAT for up to 2 hours of support per month (Subject to a 12 month agreement).

If you need help with bookkeeping to give you more time or peace of mind, please contact us today

Contact The Bookkeeping Department for an impartial chat about your requirements and a FREE consultation of your current and future requirements
Lynne is very approachable. She gave me information and professionally delivered presentation at the networking group we attend.

I took up her offer of a free consultation where she reassured me about my bookkeeping records.

She advised me on how to reduce my accountancy fees and it worked!


Business Owner

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