Penrose & Tate Accountants
- 01Monthly bank reconciliation across all accounts
- 02Receipt capture app set up for you and your team
Accounts
Bookkeeping
Reconciled books every month, so you always know where your cash is going.
In this issue
- 04The overviewReconciled books every month, so you always know where your cash is going.
- 10What's included5 highlights
- 16How it works4 simple steps
- 22Good to know2 things to check
Overview
Bookkeeping, explained.
Our bookkeepers reconcile your bank feeds, chase missing receipts and categorise every transaction in your cloud software. You get a short monthly summary in plain English, and Penrose & Tate Accountants gets clean records that make year end quicker and cheaper.
What's included
- Monthly bank reconciliation across all accounts
- Receipt capture app set up for you and your team
- Supplier bills and sales invoices matched and chased
- Monthly profit and loss summary in plain English
- Same-day replies from your named bookkeeper
How it works
- 01We connect your bank feeds and accounting software
- 02Your bookkeeper tidies up any backlog at a fixed price
- 03Books are reconciled by the 10th of every month
- 04You get a short summary and a list of anything we need
Good to know
- Catch-up work on old records is quoted separately before we start.
- Works with all major cloud accounting packages.
From £95/mo
- For
- Sole traders & small companies
- Duration
- Monthly
- Type
- Business
Not sure it's right for you? Talk to our advisers, no obligation.
Reviews
Loved by clients across Nottingham.
Hundreds of five-star reviews and counting. Here's what clients say about Penrose & Tate Accountants.
Moving to Penrose & Tate Accountants was the best decision we made last year. Our books are finally up to date, and I actually understand our numbers now.
Hannah Ellis
Founder, Ellis & Rowe Interiors
“I used to dread January. Now I upload receipts through the year and my return is filed by November. The fee pays for itself.”
“They found an R&D claim our previous accountant had missed for three years. Clear, thorough and no percentage fees.”
“Our planner made retirement feel manageable. We know what we can spend each year and what we're leaving the kids.”
Where next?
Next stops on the line.
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- FCA regulated
- Xero Platinum Partner