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Bookkeeping
Bookkeeping at Heriot Hughes
Investing in bookkeeping services is a smart decision for any business looking to grow and thrive
Leveraging the power of Xero and Dext Prepare, our team of experienced bookkeepers help you keep on top of your record keeping, saving you time, money and stress. Our collaborative approach gives you confidence in your numbers to help you manage your business more effectively.
Need a trusted Chartered Accountant?
We are dedicated to providing friendly, efficient, and courteous service that exceeds your expectations. Our team actively listens to your needs and communicates promptly and thoroughly.
Book a Discovery Call
Need a trusted Chartered Accountant?
We are dedicated to providing friendly, efficient, and courteous service that exceeds your expectations. Our team actively listens to your needs and communicates promptly and thoroughly.
Bookkeeping Health Check
Stressed out with Bookkeeping?
We would like to assess your current Bookkeeping system and offer recommendations on the following aspects:
Automated, paperless bookkeeping at your fingertips
We utilise Dext, a revolutionary financial tool to offer a collaborative and seamless bookkeeping service. Dext eliminates paperwork, simplifies data entry, saves time and allows you to focus on running your business.
What clients will be responsible for:
1) Sharing purchase invoices and receipts with our bookkeeping team. Snap and scan with a Dext mobile app, set up automatic ‘Fetch’ or email-in documents; there’s flexibility for each of our clients.
2) Provide bank statements for all business accounts so that we can reconcile these to the penny!
3) Promptly liaise with our bookkeeping team should they have any queries or request any further information.
4) Review and approve any Companies House and HMRC filings.
5) Most importantly, we ask that clients raise any queries with us as soon as possible so that we can clarify and advise swiftly.
What we will be responsible for:
1) Reviewing and categorising your financial records on Xero and Dext to ensure accuracy, completeness, consistency, and compliance with tax legislation.
2) Our team of experienced bookkeepers will publish the purchase invoices and receipts uploaded to Dext into your Xero accounting software and reconcile all transactions.
3) Proactively providing you with advice on tax planning, and financial management reporting based on the information in Xero.
4) Assisting with cash flow by providing monthly reports for aged payables and receivables.
5) Working closely with you to ensure that your financial records in Dext and Xero are up-to-date and to address any accounting issues as they may arise.
Why Choose Us
Helping you make more, keep more and work less
Heriot Hughes are accounting specialists and everything is explained in the simplest possible terms so you can make informed decisions.
Our team are experts in handling daunting or complex accounting problems on your behalf, making the process super clear and simple. You then have more time to focus on what you do best, running your business.
Testimonials
What Our Clients Say
Our clients’ satisfaction is our top priority, and we take pride in delivering exceptional service that meets their needs. We have had the pleasure of working with a diverse range of businesses, from startups to established companies, and have helped them achieve their financial goals through our expertise.
Davidsons (Ormskirk) Limited
'Heriot Hughes has been an incredible partner in my financial journey since I was 18 years old. Their expert guidance and personal approach have not only educated me in key aspects of accounting and business finance but also played a crucial role in helping my business grow and thrive. They are always approachable, professional, and willing to go the extra mile to ensure I understand everything. I can't thank them enough for their support over the years.'
'Heriot Hughes have been our accountants since 2013, the have always been fantastic when we have needed advice and are always happy to help. They file our accounts, VAT and sort out payroll with ease and get it all sorted leaving us to get on with our work.'
'Heriot Hughes were recommended to me by another of their clients over a year ago and I couldn't be happier with the services. The whole team is patient, friendly and most of all they know how to help and support a small business like mine, with quite a complex accounting process. They have made the transition from Sole Trader to Limited company seamless and I look forward to collaborating with them in the years to come.'
Fiona Cross Limited
'Getting advice is easy, but getting the correct advice is harder to achieve. Using Heriot Hughes as our accountant before and throughout the sale of our business, helped us to maximise the sale price and allowed us to complete in the most tax-effective way. They understood the due diligence process fully, enabling us to prepare, by collating all required information reducing the stress when the due diligence process took place.'
Northwest Education & Training Limited
'I'm always left feeling that I've had an excellent job and that no stone has been left unturned in his efforts to help me. Perhaps what I like most about John is that he is a real person, not only efficient and reliable but also approachable, friendly, genuine and ethically sound... and that matters to me. First class!'
Settled Mind Limited
'Heriot Hughes have undertaken the audits of several of our grant applications and turned the work around within the tight timescales required. They were extremely professional in their approach and met all the requirements in order for the college to fulfil it's obligations.'
Stanley High Sports College
Frequently Asked Questions
Common questions asked by prospective clients.
Accounts and tax can be complicated and you're likely to have lots of questions. Many questions will be specific to your circumstances, so please do get in touch with us for a free consultation so that we can give you tailored answers.
Are you the right accountant for my business?
Choosing an accountant for your business is a very personal decision as your accountant will get to know your business inside-out. You need someone you can trust.
We believe the best way to see if we’re the accountant for you and your business is to schedule in a discovery call or meeting so that you can meet the team and see if we’re a good fit for each other.
We work with individuals and businesses of all types, and we are extremely proud of our client feedback.
How easy is it to change accountants?
If you’re looking to change accountants, then moving over to us couldn’t be simpler. All it takes is one letter from you and then we take care of everything else.
Is your current accountant pro-active? Do they provide an excellent service and offering you a fair rate? Are they easily contactable, flexible and offer unlimited contact at no additional cost?
If you answered ‘no’ to any of these questions, or just want to explore your options, then give us a ring. We offer a free no obligation consultation there’s no need to make any rushed decisions.
What is a pro-active accountant?
Our team goes beyond traditional financial reporting and compliance tasks to actively anticipate and address the financial needs of our clients. Instead of simply reacting to financial data and transactions, our team takes a forward-thinking approach to provide valuable insights, strategic advice, and proactive solutions.
How much do you charge?
We understand that price is important to our clients. That’s why we provide clear, transparent, and consistent pricing. Our prices are competitive, and a reflection of the quality accounting services we provide.
Every client is different, so we start by arranging a free, no obligation call to understand more about you and your business. We will ask about your current situation and your future goals, along with any challenges you are facing. Once we understand the level of support you need, we then send you a detailed proposal outlining our fees and services, so you know exactly what you are paying for.
How are fees structured?
We do not quote low just to get your business for the first year and then raise the fees. We want you as a long-term client who trusts us to do what we say we will do at a fair price.
We send you a proposal based on what we anticipate being a fair fee for the services and value provided. We do conduct annual fee reviews but would only anticipate normal inflationary increases if the work involved remains the same.
We spread the cost of our accountancy services over the financial year to assist with your cash-flow.
'Thank you for your years of service and support. I have always found whoever I have dealt with in the Heriot Hughes team to be extremely courteous and helpful whatever the query, and the expertise of yourself, Joanna and Kate has been invaluable to my business. Your business and team are a credit to you.'