Accounting Services
From day-to-day bookkeeping to strategic financial guidance, our accounting services are designed to simplify your numbers and strengthen your business. Get clear, compliant and confidently in control.
Bookkeeping
- Maintaining general ledger and journal entries
- Tracking accounts payable and receivable
- Reconciling bank statements
- Managing payroll and tax withholdings
- Tracking expenses and income
- Preparing financial statements (Balance Sheet, Income Statement, Cash Flow Statement)
Tax Services
- Self-Assessment Tax return preparation and submission
- VAT compliance and filing
Financial Reporting Analysis
- Preparation of periodic financial reports (monthly, quarterly, annually)
- Financial forecasting and budgeting
- Variance analysis (actual vs. budgeted performance)
- Profitability and cost analysis
- Cash flow analysis and forecasting
- Providing insights for strategic decision-making
Payroll Services
- Payroll processing and ensuring timely payments
- Withholding taxes and filing payroll taxes
- Generating payroll reports
- Handling employee deductions and benefits
Audit & Assurance Services
- Preparing for external audits (if required by stakeholders or regulators)
- Reviewing internal controls and recommending improvements
Business Consulting Services
- Business performance analysis and improvement strategies
- Pricing and cost structure advice
- Assistance with business expansion or downsizing
- Identifying opportunities for cost-saving and efficiency improvement
Management & Operational Accounting
- Cost accounting (tracking and controlling costs of production)
- Break-even analysis and margin analysis
- Pricing strategy and analysis
- Inventory valuation and management
- Job costing and project-based accounting
- Preparing financial projections and forecasts for specific projects
Financial Statements Preparation
- Preparation of periodic financial statements (monthly, quarterly, annually)
- Customised financial reports based on business needs
- Statement of cash flows, balance sheets, and income statements
- Providing detailed explanations of financial statements for non-financial managers
Budgeting & Forecasting
- Developing and managing budgets for businesses and individuals
- Financial forecasting to anticipate future income, expenses, and cash flow
- Advising on budget deviations and recommending corrective actions
- Preparing cash flow forecasts and planning for liquidity needs
Internal Controls & Fraud Prevention
- Reviewing and strengthening internal financial controls
- Detecting fraud and implementing measures to prevent it
- Training employees on best practices for financial record-keeping
Mergers, Acquisitions & Exit Planning
- Assisting with mergers, acquisitions, and business sales
- Valuation services for businesses or business assets
- Financial due diligence for mergers and acquisitions
Accounting Software Setup
- Setting up and customising accounting software (QuickBooks, Xero, FreshBooks, etc.)
- Training clients or staff on how to use accounting software
Aimee is one of the most detail-oriented and efficient financial professionals I’ve worked with. She consistently demonstrates a strong command of financial management, with an impressive ability to present complex financial information clearly and professionally - whether to finance experts or those without a financial background.
— Andy Dawson, Former Director Witter Towbars
Working with Beyond the Books has completely changed how I manage my finances. Aimee helped me get organised, understand my numbers and finally feel in control of my business. It’s like having a CFO in my corner.
— Customer name
Plans for all levels
Our packages are designed to give you the flexibility and support you need — whether you're just getting started or scaling fast. Each package includes a blend of accounting and business admin services, tailored to suit your business goals and workflow.
Starter
Perfect for solopreneurs or small teams needing light-touch support.
Get essential bookkeeping, payroll, or admin help each month — just enough to keep things running smoothly without the overhead.
Ideal for:
- Freelancers
- Consultants
- Early-stage start ups
From 10 hours/month
Growth
Perfect for growing businesses with expanding needs.
This package gives you access to broader support, including financial reporting, admin coordination, and basic strategic input.
Ideal for:
- Small businesses in growth mode
- Teams with multiple moving parts
From 20 hours/month
Pro
Full-spectrum support for ambitious businesses ready to scale. We become an extension of your team, covering advanced financial services, operational support & tailored business consulting.
Ideal for:
- Established SMEs
- Fast-growth companies
- Founders needing hands-on partnership
From 30 hours/month
Need something more flexible? Let’s build it together.
We also offer custom packages to match your exact needs, whether that means extra hours, seasonal support, or a unique blend of services across departments.
Why Choose Beyond the Books?
Expertise You Can Trust
20+ years of CIMA-qualified experience delivering real results for small businesses.
A True Business Partner
More than a service — a hands-on partner who understands your goals.
Flexible, Scalable Support
Packages that grow with your business, from occasional support to full-service.
More Headspace, Less Hassle
Free up your time and headspace — we handle the details.
Let’s get you started.
Book your free consultation today and let’s chat about how Beyond the Books can support your business — no pressure, just smart advice.
services@phillbanks.com
555-555-5555