For accountants, tax advisors and business advisors
Your clients' books, in order before they reach your desk.
You didn't train for years to chase receipts. We're the trusted bookkeeper in the middle, making sure your clients' records are accurate, complete and actually telling the story of their business, so you can get straight to the work only you can do.
Sound familiar?
Chasing, again
Emails, reminders and "I'll send it over soon". Deadlines creep closer while you wait on bank statements and receipts that should have been there months ago.
Numbers you can't rely on
Transactions in the wrong place, personal spending mixed in, gaps nobody can explain. Before you can advise on anything, you have to work out what actually happened.
Bookkeeping by accident
You end up tidying the records just to get to the tax and advisory work you're actually there for, and that time is hard to charge for.
A bank balance tells you what's in the account. Good bookkeeping tells you the story of the business. That story is what you need to do your job well.
Get the bookkeeping questions off your desk
“Where does this go?” “Is this allowable?” “When is my MTD update due?” Your sole trader and landlord clients have a lot of everyday questions, and they usually land with you.
Making Tax Doable is our friendly MTD community for clients who do their own bookkeeping. We answer the everyday bookkeeping and MTD questions, keep them on track with reminders, and help them build good habits, so you can focus on the work only you can do.
- Their questions answeredBy qualified bookkeepers and accountants, in a private WhatsApp group.
- Reminders before every MTD deadlinePlus Submission Sprints to help them get each update ready in good time.
- Better records reaching youClients learn to keep their books properly, so there’s less to chase and correct.
- Affordable for your clientsFree reminders, or the community from £10 a month, with the first month free.
You stay their accountant. We help with their bookkeeping, and always point them back to you for tax advice.
A reliable person in the middle
We sit between your client and you. We deal with the day-to-day detail, keep the records up to date and sort out the questions, so what reaches you is ready to work with.
Your client
Gets on with running their business, with support whenever they need it.
Momentum360
Keeps the books accurate and complete, all year round:
- Collects the paperwork, so you don't have to
- Reconciles and categorises consistently
- Sorts out queries with the client directly
You
Receive clean, reviewed records and focus on tax, compliance and advice.
Two ways we can support your clients
Some clients want to hand it over completely. Others want to keep control and learn to do it properly. We can help with both.
We keep the books for them
For clients who would rather hand it over.
We update and review your clients' books every month, for sole traders and Limited Companies. Work with us on a referral basis, or white-labelled under your practice name.
Quarterly records kept up to date and accurate, so Making Tax Digital submissions aren't a scramble.
We teach them to do it properly
For clients who want to do their own bookkeeping, and do it right.
Our MTD community for sole traders and landlords, where your clients learn to keep their own records and send their MTD updates, with reminders before every deadline and answers from qualified bookkeepers and accountants. It takes the everyday bookkeeping questions off your desk. Find out more
We review your client's own bookkeeping before it comes to you, and correct anything that needs it, so the records arrive accurate and complete.
For sole traders who want to learn at their own pace.
Any of these services can be built into your own client packages, whether that's our outsourced bookkeeping or Making Tax Doable with an end of year review. Your clients get support all year, and you get books you can rely on at year end.
Prefer to keep it simple? We're just as happy to work on a referral basis, with your clients coming to us directly.
What "in order" means to us
You shouldn't have to check our work line by line. Here's what you can expect every time.
- Reconciled. Every bank, card and loan account agrees to the statements.
- Complete. Income and expenses recorded, with the paperwork to back them up.
- Consistent. Transactions categorised the same way every month, in the way you prefer.
- Separated. Personal and business spending properly split out.
- Queries resolved. We sort out the questions with your client before handover.
- Explained. Anything unusual comes with a clear note, so you're not left guessing.
How we'd start working together
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A quick call
We talk about your practice, your clients and whether there's a good fit.
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Agree how we work
Referral, white-label or bundled into your packages. We work around you.
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We onboard your clients
We set them up and keep you in the loop, in whatever way suits you.
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Books arrive ready
Accurate, complete records, ready for you to work with.
Prefer to simply refer clients to us? We offer referral commission on our services. Ask us for details when we speak.
Let's see if we're a good fit
We're a small team of bookkeepers based in Olney, Buckinghamshire, working with sole traders, landlords and Limited Companies across England. We believe accountants, tax advisors and bookkeepers get the best results for clients when they work together.
Tell us a little about your practice and we'll arrange a call. No pressure, just a conversation.
Prefer email? enquiries@momentum360.co.uk