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How it works
Keep your accountant

Bookkeeping alongside your accountant

Not every practice wants to move the lot, and that is fine. Keep the accountant you have for the year end and tax. We run the month and hand them a reconciled set of books.

Book a free consultation How it works

Who it suits.

Practices settled with their accountant, but losing the month to transactions and payroll.

We run bookkeeping, payroll, VAT returns and monthly management accounts
Your accountant does the year end, from records that are already reconciled
Your accountant stays your agent at HMRC. No 64-8, no change of authority
You sign an engagement letter. That is it
Start any month. We pick up from wherever the books are

How the handover works.

We speak to your accountant directly and agree the format before anything moves. Nobody has an awkward conversation, and nothing changes at HMRC.

Your practice

Invoices, till and rota data, bank feeds. However they already reach you.

every month

Kudos

Coded, reconciled, payroll run, VAT filed, management pack produced by site.

on an agreed date

Your accountant

A clean set of books in the format they asked for, ready for the year end.

They stay your agent for tax and keep the relationship. Plenty of practices start here and move the year end across a year later, once they have seen the month run properly. There is no penalty either way.

What we run each month.

The same monthly work as the full retainer, without the year end.

Bookkeeping

Income coded the way healthcare actually works: NHS, private, locum, stock, labs and care packages.

Payroll

Nurses, associates, rotas and auto-enrolment, tied to the books rather than sitting in a separate silo.

VAT

Exempt against taxable, partial exemption, clinic against retail. Returns come from records you already have.

Management accounts

A monthly pack for each site, and across the business if you run several, so you know whether a contract is profitable long before year end.

Questions about working alongside your accountant.

If yours is not here, half an hour on the phone will cover it.

What if we want to keep our current accountant?

That works. We run the bookkeeping, payroll, VAT and management accounts, and your accountant receives a reconciled set of books in the format they ask for. They stay your agent for tax and they still do the year end, so there is no clearance letter and no change of authority at HMRC.

Who speaks to our accountant?

We do. We speak to your accountant directly and agree the format before anything moves, so nobody has an awkward conversation.

Do we have to change software?

No. We work in Xero, QuickBooks and Sage, with Dext and Hubdoc for receipts and BrightPay for payroll. If you have nothing in place we will set it up.

Can we move the year end across later?

Yes. If you later decide you want it all in one place, we can take that on without any work being done twice. There is no penalty either way.

Keep your accountant. Hand us the month.

Thirty minutes. We look at how the month runs now and what your accountant needs from it, then come back with a plan and a fee.

Book a free consultation Call 020 3870 5385

Priced on sites, volume and headcount.A fee is built from how many sites you run, how much comes through them and how many people are on the payroll. You get the number before you commit to anything.