How I Helped a Nurse Get €1,598 Back from Revenue – And Why You Might Be Missing Out Too

When people think of tax returns, they often assume it’s only worth doing if something big has changed — like buying a house or starting a business. But sometimes, even small, everyday things can lead to big refunds.

Recently, I worked with a nurse who had never filed a tax return before. Like many PAYE workers, she thought everything was already handled through payroll — and that there was nothing more she could claim.

She was wrong. And in the best way possible.

She didn’t think she was eligible

She was renting a room in her landlord’s home and assumed that didn’t qualify her for the rent tax credit.
But it did. As long as your landlord is registered with the RTB and it’s your main residence, you could be eligible — even if it’s just a room.

She didn’t know about flat rate expenses

As a nurse, she’s entitled to claim flat rate expenses — a fixed amount the Revenue allows to cover work-related costs. Many nurses and healthcare workers miss this every year simply because no one has told them about it.

She was supporting her mother back home

This part really touched me. She had been financially supporting her widowed mother abroad for years, but didn’t know she could claim the dependent relative tax credit for this.
That credit alone can make a difference — and she had never claimed it before.

The result? €1,598 back in her account

We filed the return, included all eligible credits, and a few weeks later she got a refund of €1,598.

She was so relieved — not just for the money, but for the peace of mind.

Why this matters

There are thousands of people in Ireland, especially PAYE workers, who don’t realise they could be due a refund. You might be one of them if:

• You’ve rented a room or apartment in the past few years

• You work in a profession with flat rate expenses (nurses, teachers, retail workers, etc.)

• You support a family member financially, even if they live abroad

• You haven’t reviewed your tax situation in a while

Let’s find out if you’re owed money

I love helping people find hidden value in their finances. If you’re a PAYE worker and not sure if you’re missing out, I’d be happy to take a look.
No jargon, no pressure — just straightforward advice.

📩 Email me at achu@balancedfinancials.ie

How QuickBooks and AutoEntry Save Coaches Time and Money

If you’re a coach or consultant in Ireland, here’s why it’s time to stop DIY bookkeeping.

As a coach or consultant, your time is your most valuable asset. Every hour you spend chasing receipts, manually entering data, or stressing about your taxes is an hour you’re not spending with clients—or growing your business.

The good news? Bookkeeping doesn’t have to be overwhelming or expensive.

Two simple tools—QuickBooks and AutoEntry—can transform the way you handle your finances. Here’s how.

1. Automate the boring stuff

QuickBooks is accounting software designed for small businesses. It connects directly to your bank accounts, tracks your income and expenses, and gives you real-time visibility over your financial health.

Pair it with AutoEntry, and you’ll never have to manually input a receipt again. Just snap a photo or forward an email, and AutoEntry pulls the data straight into QuickBooks—categorized and ready to go.

2. Save hours each month

Let’s say you spend 3–4 hours every month trying to manage your bookkeeping. That’s time you could spend:

• Coaching more clients

• Working on your offers

• Or just taking a proper break

With automation in place, those hours come back to you—without sacrificing accuracy.

3. Avoid missed tax deductions

Many self-employed coaches leave money on the table simply because they forget to log a business expense or lose a receipt. With AutoEntry and QuickBooks working together, every transaction is captured and categorized. That means:

• Less stress at tax time

• Fewer missed deductions

• More money in your pocket

4. Make better decisions, faster

QuickBooks gives you clear reports on how your business is doing—profit, cash flow, outstanding invoices—all in one place. Instead of waiting until the end of the year, you can make smarter decisions all year round.

5. Get support from someone who gets your business

Bookkeeping is not just about data—it’s about understanding your business.

I specialise in helping coaches and consultants in Ireland manage their finances with confidence. I take care of the numbers so you can focus on the work that truly matters.

Final thoughts

If you’re ready to stop doing it all yourself and start using tools that actually work, I’d love to help.

Whether you’re brand new to QuickBooks or already using it but not sure you’re getting the most from it, we can chat about how to simplify your setup and save you time and money.

📩 Contact me today for a free intro call, or email me at achu@balancedfinancials.ie

Coaches: Want Easier VAT Returns? Here’s How AutoEntry Can Help

If you’re a coach running your own business and you’re registered for VAT in Ireland (or thinking about it), you already know how quickly the admin adds up.

Every two months, you’ve got to file your VAT return.
That means:

• Every receipt needs to be captured

• Every expense needs to be recorded

• And every missed invoice could mean paying more VAT than you actually owe

But let’s be honest—when you’re coaching clients, writing content, and running the whole show, receipts are the last thing on your mind.

Sound familiar?

📥 Some are in your inbox
📸 Some are snapped on your phone
👜 A few are floating around in your bag
🧾 And some are… gone forever

What happens if you don’t stay on top of it?

• You lose out on VAT you could’ve reclaimed

• You scramble before every deadline

• You risk filing late or inaccurately

• And worst of all? You stay stuck in admin mode when you should be focused on your clients

Enter AutoEntry: Your New Favourite Admin Tool

AutoEntry is a smart, simple tool that helps you stay organised without adding more to your plate.

Here’s how it works:

✅ Snap receipts as soon as you get them
✅ Pull invoices straight from your email
✅ Sorts and stores everything in one place (integrates with tools like Xero and Sage)

You don’t need to be tech-savvy. You just need to get into the habit of capturing as you go.

Why coaches love AutoEntry

• Saves time every VAT period

• Reduces errors and missed claims

• Gives you peace of mind knowing everything’s in one place

• Keeps you compliant with Irish VAT rules

If you're already registered for VAT, this tool can genuinely transform how you manage your books. And if you're not VAT registered yet, it's still a brilliant habit to start—because getting VAT-ready is a lot easier when your records are in shape.

Ready to take control of your VAT returns?

At Balanced Financials, I help coaches and consultants set up simple systems that give them clarity and control over their finances—without the jargon or overwhelm.

If you’d like help:

• Choosing the right tools

• Setting up AutoEntry

• Or getting your VAT returns in order

📩 Get in touch or book a call at balancedfinancials.ie

Because your time is better spent coaching—not chasing receipts.

Do Coaches in Ireland Need to Register for VAT? Here’s What You Need to Know

If you're a coach in Ireland—whether you're offering business coaching, life coaching, wellness, or any kind of personal development service—you might wonder:
"Do I need to register for VAT?"

Let’s make it simple.

🔸 What is VAT and When Does It Apply to Coaches?

VAT (Value Added Tax) is a tax you charge on your services, which is then passed on to Revenue. As a coach, you're required to register for VAT if:

• You earn over €42,500 from services in any 12-month rolling period

• This includes both in-person and online coaching sessions

👉 This isn’t based on a calendar year—it’s a rolling total. So keep an eye on your earnings month by month.

🔸 What Happens if You Don’t Register?

If your turnover crosses the threshold and you don’t register in time, Revenue can:

• Backdate your VAT registration

• Charge penalties and interest

• Demand VAT on income you’ve already collected (but didn’t charge for)

That’s a financial mess no coach wants to be in.

🔸 Is VAT Always Bad News?

Not necessarily.

If your clients are VAT-registered businesses, they can reclaim the VAT you charge them—so it won’t affect them financially.

Also, once you're VAT-registered, you can claim VAT back on eligible business expenses like:

• Zoom/online software subscriptions

• Website costs

• Equipment, phones, office supplies

• Advertising and marketing costs

So there are upsides—if you’re prepared.

🔸 What VAT Rate Applies to Coaches?

Most coaching services in Ireland are subject to 23% VAT.
There are some limited exceptions, but if you’re a general coach helping people improve their business, life, or mindset—you’re most likely at 23%.

✨ Final Word for Coaches

As your coaching business grows, VAT is something you’ll need to deal with sooner or later.

Don’t guess. Don’t wait.
Get the right advice so your growth doesn’t come with an unexpected VAT bill.

If you’re unsure about whether you need to register—or you just want someone to explain it clearly—I’m here to help.

I work exclusively with coaches and consultants across Ireland to keep their books in order and their minds at ease.

“I Made Money This Month… I Think?”

Why So Many Coaches Struggle With Financial Clarity (And How to Fix It)

You’ve had a few new clients. Money’s coming in.
Stripe says one thing. PayPal says another. You check Revolut and wonder:

“Okay… but how much did I actually make this month?”

If you’ve ever felt that way — you’re not alone.

You’re Coaching Clients. But Who’s Looking After Your Money?

As a coach or consultant, you're focused on helping others.
But behind the scenes, your finances might feel like a bit of a blur.

• You don’t know what your actual profit is

• You’re not sure what you can safely spend or save

• Your income is scattered across platforms — no clear picture

You’re not bad with money.
You’re just busy running a business without a system for clarity.

Financial Clarity = Peace of Mind

You don’t need more spreadsheets. You don’t need an accounting degree.

What you need is a simple way to:

• Track your income and expenses

• Know exactly where you stand

• Plan ahead without guessing

The real goal isn’t just bookkeeping. It’s confidence — knowing your business is healthy, and your decisions are backed by real numbers.

What Does That Look Like?

For most coaches, it means:

• One place to view income, expenses, and cash flow

• Regular check-ins (monthly or quarterly) with a bookkeeper

• Having someone explain the numbers in plain English

No jargon. No overwhelm. Just clarity.

You Don’t Have to Wait for “More Money” to Get Clear

Many solo business owners think,

“I’ll get help once I’m earning more.”

But clarity isn’t something you earn.
It’s something that helps you grow — by removing stress, showing patterns, and helping you make better decisions.

Want to Stop Guessing and Start Feeling in Control?

I help coaches and consultants across Ireland simplify their finances and build real clarity into their business.

If you're ready to stop winging it, I’d love to chat.
Even one conversation can make your money feel lighter.

Why Your €8,000 Month Feels Like €3,000And what coaches can do about unpredictable income

If you’re a coach or consultant, you’ve probably had months where business was booming — €8,000, €10,000, even more. But despite that, you still felt anxious.

You looked at your bank balance and thought,
“This should feel amazing… so why doesn’t it?”

Welcome to the unpredictable income trap — one of the most common struggles coaches face.

The highs are high, but the lows are quiet

Coaching businesses often operate on a project or client basis — meaning some months are great, and others are slow. There’s nothing wrong with that. But when your income isn’t consistent, a few key problems creep in:

• You don’t know how much you can safely pay yourself

• You hesitate to invest in growth — software, support, or training

• You constantly feel like you're catching up, even when you're earning well

It’s not about how much you’re making — it’s about how well you understand your numbers.

Why financial clarity matters more than a big month

When your income is unpredictable, peace of mind comes from tracking, not guessing.

A simple bookkeeping system can help you:

• See exactly what your real income is after expenses

• Understand your cash flow and plan for quieter months

• Build a reserve or pay yourself consistently

This doesn’t require a fancy system — just a structured way of recording your income and expenses regularly, and reviewing them with intention.

You don’t need to wait for “more stability”

Many coaches tell themselves they’ll hire a bookkeeper after they’re earning more.

But the truth is: having a bookkeeper is what helps you feel in control, even now.

When you can see your numbers clearly, you’ll make better decisions, feel more confident, and actually enjoy those big months — instead of fearing the quiet ones.

Want help making your income feel more predictable?

I work with coaches and consultants across Ireland to bring clarity and calm to their business finances. If you’d like to chat, feel free to reach out — I’m always happy to help.

Is your bookkeeping helping you or is it just ticking a box?

If you're running a small business, chances are you're doing your best to stay on top of the paperwork — uploading receipts, reconciling the bank, filing VAT on time. And that’s great.

But here’s the real question:

Is your bookkeeping actually helping you run your business better?

For many business owners I work with, the answer is “not really.” Their books are up to date, but they’re not using the numbers to make decisions. That’s a missed opportunity.

What Good Bookkeeping Should Do for You

Bookkeeping isn’t just about keeping Revenue happy (though that’s important too!). When done right, it should:

• Show you how much profit you're really making — not just how much is in the bank

• Help you decide what you can afford to pay yourself

• Reveal where your money is going each month

• Give you confidence when making business decisions

If you're not getting that kind of clarity, it's time to look at whether your current setup is giving you value — or just data entry.

A Quick Self-Check

Here’s something you can do today:

• Log into QuickBooks Online (or whatever system you use)

• Open your Profit & Loss report for the current month

Now ask yourself:
Do these numbers make sense?
Can I trust them?
Would I feel comfortable making a big decision based on this report?

If the answer is no — don’t worry. It just means something in your bookkeeping process needs adjusting. That could be how your transactions are categorised, how often you review your books, or how the system is set up in the first place.

Let’s Get Your Books Working for You

If you're tired of keeping the books just to “stay compliant” and want real insight from your numbers, I’d love to help.

Reach out by email at achu@balancedfinancials.ie or call/text me on +353 899 695 798.

No pressure — just a chat to see if your current setup is working as well as it could.

Save Time and Get Paid Faster: Set Up Recurring Invoices in QuickBooks Online

If you’re sending the same invoice to the same clients every month, you’re probably spending more time on admin than you need to.

Here’s a simple solution: set up recurring invoices in QuickBooks Online.

Why Use Recurring Invoices?

QuickBooks Online allows you to automate your regular invoicing with just a few clicks.
Instead of manually creating the same invoice each month, you can set it once and let QuickBooks do the rest.

Here’s what happens when you use recurring invoices:

• QuickBooks automatically creates and sends the invoice on the schedule you choose

• You eliminate the risk of forgetting to send an invoice

• You reduce last-minute stress and rushed work

It only takes a few minutes to set up — and once it’s done, invoicing feels almost effortless.

Stay Flexible

Worried about changes to amounts or terms?
No problem! You can edit or update a recurring invoice anytime.
You’re always in control, with the convenience of automation behind you.

The Benefits at a Glance

By using recurring invoices, you:

• Stay Organised: Your invoicing runs on autopilot

• Get Paid Faster: Clients receive invoices on time, every time

• Free Up Time: Less paperwork, more focus on the work you enjoy

It’s a small tweak that makes a big difference to your cash flow and your peace of mind.

Need help setting up recurring invoices in QuickBooks Online?
I'm here to help small business owners simplify their processes and save valuable time.
Reach out today if you'd like a quick walkthrough or hands-on support!

QuickBOOKS TIP: Reconcile LIKE A Pro

Reconciling your accounts each month can sometimes feel like a never-ending chore, especially when transactions don’t seem to line up.
If you've ever spent hours chasing missing payments or fixing duplicate entries, you're not alone!

One simple QuickBooks Online feature can make a big difference: the "Match" function in your bank feed.

What Is the "Match" Feature?

When QuickBooks Online (QBO) recognizes a transaction you’ve already entered like a customer payment, bill, or expense, it prompts you to match it to the transaction downloaded from your bank.
Instead of creating a new entry, you're confirming that what’s in your records matches what’s in your bank account.

This helps you:

• Avoid duplicate transactions

• Reduce manual corrections

• Keep your records clean and accurate

Why It Matters

Using "Match" regularly makes your bookkeeping much smoother:

• Cleaner Books: No clutter from duplicates or errors.

• Faster Month-End Close: Less time spent searching for missing items.

• Less Stress: Everything reconciles neatly, making your accountant (and your future self) very happy.

It's a small habit that adds up to major time savings, especially when it’s time to prepare reports or file taxes.

Pro Tip

Check your bank feed at least once a week instead of waiting until month-end. Regular matches keep your workload light and your records consistently accurate.

Need help setting up or maintaining clean QuickBooks reconciliations?
I'm here to help small business owners make bookkeeping simple and stress-free.
Get in touch today if you'd like expert support for your business finances!

Is QuickBooks Enough Without a Bookkeeper? Here’s What Most Business Owners Miss

QuickBooks is one of the most powerful accounting tools for small businesses in Ireland. It helps you track income, record expenses, and generate reports — all in one place.

But here’s a common myth:
“Since I use QuickBooks, I don’t need a bookkeeper.”

In reality, QuickBooks is a tool. It still needs someone to use it properly — and keep it working.

Here are the most common things small business owners miss when they rely on QuickBooks alone.

1. Your books still need to be reviewed and reconciled

QuickBooks syncs with your bank — but it doesn’t know what every transaction actually is. That’s where mistakes creep in:

• Expenses coded to the wrong category

• Income missed because invoices weren’t marked as paid

• Duplicate or unmatched transactions

A bookkeeper reviews and reconciles everything monthly to make sure it’s accurate.

2. VAT returns aren’t always as simple as clicking ‘file’

VAT is one area where small errors in QuickBooks can lead to real headaches. If your VAT settings are wrong or invoices aren’t tagged correctly, your return could be off — and you might not even realise.

I make sure your VAT reports are clean, compliant, and correct before anything goes to Revenue.

3. QuickBooks doesn’t explain your numbers — but I do

Yes, it can generate a profit & loss report. But understanding what it means? That’s where most people get stuck.
As your bookkeeper, I explain the story behind the numbers — and what actions you might take based on them.

4. You still have to stay on top of it — unless you delegate it

Even if you’re using QuickBooks daily, you’re still investing time and energy into your books. That’s time you could spend growing your business or serving clients.
Handing it over to a bookkeeper means you don’t just have QuickBooks — you actually benefit from it.

Want to get the most out of QuickBooks?

At Balanced Financials, I work with small business owners who already use QuickBooks but want:

• Their accounts fully updated every month

• Their VAT returns handled properly

• Help understanding what their numbers are saying

📩 Let’s have a quick call to see how I can support you.

Do Small Businesses in Ireland Really Need a Bookkeeper? 5 Reasons the Answer is Yes

If you're a small business owner in Ireland, chances are you've asked yourself:
“Do I really need a bookkeeper?”
It's a fair question — especially if you're trying to keep costs down and manage things on your own.

But here's the thing: bookkeeping isn't just data entry or sorting receipts. It's the financial heartbeat of your business. And if you're trying to grow, stay compliant, or just keep your stress levels down — having a reliable bookkeeping service on your side is a smart move.

I work with small business owners every day — sole traders, freelancers, service providers — and here’s what I always say:
You don’t need to be a finance expert. You just need one in your corner.

1. Bookkeeping helps you focus on running your business

You didn’t start your business to track expenses or reconcile transactions. Every hour you spend on your books is an hour you’re not spending on sales, strategy, or client work.
When a bookkeeper handles your accounts, you get time, energy, and clarity back — so you can focus on what you do best.

2. You get real visibility into your cash flow

A professional bookkeeper doesn’t just keep records tidy — they help you understand your financial picture. With monthly management accounts or simple reports, you’ll know:

• What’s coming in and going out

• If you're making a profit

• How much you can afford to reinvest or pay yourself

Better insights = better business decisions.

3. Tax time becomes easy — not stressful

If you’ve ever found yourself scrambling for receipts or guessing your income for Revenue, you’re not alone.
With proper bookkeeping, your tax returns are easier, faster, and more accurate. And if you’re VAT-registered or a landlord with rental income, clean records are a must.

As a bookkeeper, I make sure you stay compliant and prepared — no last-minute surprises.

4. You avoid costly mistakes

Late filings, missed expenses, or mixing up personal and business finances — these small errors can cost you big in the long run.
A bookkeeper helps you stay on track and flag potential issues early. That means fewer penalties, better tax efficiency, and peace of mind.

5. You don’t need to be “big” to benefit from bookkeeping

This is important: you don’t need to wait until you’re earning six figures to get support.
If you’re generating income, sending invoices, or tracking expenses — you’re ready. The earlier you get your finances in order, the easier it is to grow sustainably.

Whether you're a sole trader, limited company, or just starting out — professional bookkeeping gives your business the foundation it needs.

Thinking of hiring a bookkeeper in Ireland?

At Balanced Financials, I work with small business owners who want their books done properly — without jargon or overwhelm.

You’ll get: ✅ Clear, up-to-date records
✅ Simple reports you actually understand
✅ Support that grows with your business

Whether you need monthly bookkeeping, help preparing for tax season, or just want to offload the stress — I’m here to help.

📩 Ready to simplify your finances? Let’s have a quick chat and see if we’re a good fit.

Is It Time to Hire a Bookkeeper? 7 Signs You Should Stop Doing It Yourself

As a small business owner, it’s natural to try doing everything yourself — especially in the beginning. But there comes a point when DIY bookkeeping stops saving you money… and starts costing you time, sleep, and clarity.

If you’re wondering whether it’s time to get bookkeeping support, this post will help you decide.

Here are 7 clear signs it’s time to hire a bookkeeper (and why it doesn’t mean you’re “bad with money” — it means you’re ready to grow).

1. You’re constantly behind on your books

If you're always "planning" to catch up on bookkeeping next weekend… but never do, it’s a red flag.
Late entries lead to incomplete reports, missed tax deductions, and end-of-year panic. A bookkeeper keeps everything up to date, so you’re never playing catch-up.

2. You’re not sure where your money is going

Do you know your actual profit this month? How much you owe in VAT? If you can afford to hire or invest?
If not, you're not alone — but it’s a sign you need better visibility. A bookkeeper gives you real-time clarity, not just a pile of numbers.

3. Tax time makes you panic

If tax season = stress season, it’s time for a change. A good bookkeeper prepares your accounts properly throughout the year so tax returns become straightforward, not scary.
Whether you're self-employed, a landlord, or a small company, clean records = smoother filings and fewer surprises.

4. You’re mixing personal and business finances

If you're using the same card for groceries and client expenses, things can get messy fast.
A bookkeeper helps you draw a clean line — separating personal from business, which protects you and makes everything easier to track (especially if you’re ever audited).

5. You’re growing and need better systems

More clients = more invoices, expenses, payments, and admin. What worked when you had two clients might not work when you have ten.
A bookkeeper helps you set up proper systems — cloud software, payroll, cash flow tracking — so your business grows with structure, not chaos.

6. You’re spending evenings and weekends on finances

Your time is valuable. If you're logging into Sage or Xero at 9pm instead of winding down or spending time with family, that’s a cost — even if it’s not on a spreadsheet.
A bookkeeper gives you back your time and your mental energy.

7. You’re ready to stop guessing and start feeling in control

Maybe you’re not in crisis — but you’re tired of “winging it.” You want your finances to feel handled. You want someone to call when questions come up.
That’s when a bookkeeper becomes more than admin support — we become your partner behind the numbers.

Sound familiar?

If you nodded along to two or more of these, it might be time to hand your books over to a pro.

At Balanced Financials, I work with small business owners across Ireland who want:

• Clear, accurate records

• Simple monthly reports

• Support they can actually understand

📩 Let’s have a quick call — no pressure, just a chance to see if we’re a good fit.

What Does a Bookkeeper Actually Do? A Simple Guide for Small Business Owners in Ireland

Many small business owners I talk to aren’t 100% sure what a bookkeeper really does — and that’s totally okay.

Some think it’s just data entry. Others assume it’s the same as having an accountant. And some just know they need “help with the numbers” but aren’t sure where to start.

So let’s clear things up.

If you’re a sole trader, landlord, or small company in Ireland, here’s what a bookkeeper can actually do for you — and how it can make your life a lot easier.

1. Keep your records clean, accurate, and up to date

At its core, bookkeeping is about tracking everything your business earns and spends.
That includes:

• Recording income and expenses

• Reconciling bank transactions

• Organising receipts and invoices

• Keeping your books ready for tax time

This means no more spreadsheets, no more missing documents, and no more last-minute panic.

2. Help you understand your financial position

Bookkeeping isn’t just about record-keeping — it’s about giving you clarity.

A good bookkeeper gives you:

• Simple reports you can actually understand

• Regular updates on how your business is doing

• Answers to questions like “Can I afford to hire?” or “Why does my bank balance look different from my profit?”

In other words, we help you make smarter decisions based on real numbers — not gut guesses.

3. Prepare you for tax deadlines (without the stress)

Whether it’s your Form 11, VAT return, or just making sure your accountant gets everything they need — a bookkeeper makes tax time simple.
We keep your records tidy throughout the year, so you’re not rushing around in October or scrambling to find missing receipts in January.

I don’t file tax returns as part of my bookkeeping service, but I do prepare the full year-end file for your accountant — which saves everyone time and ensures nothing gets missed.

4. Set up smart systems that grow with your business

Using accounting software like Sage, I’ll help you:

• Automate recurring invoices

• Track your expenses properly

• Keep payroll and payments on schedule

The right systems mean less admin for you, and more confidence that things are running as they should.

5. Act as your financial support system

Sometimes, you just want to ask a question like:

• “Can I pay myself more this month?”

• “How do I stay on top of cash flow?”

• “What should I put aside for tax?”

That’s where I come in. You don’t need to figure everything out alone. I’m here to support you — whether that’s monthly check-ins or just knowing someone has your back.

So... Do You Need a Bookkeeper?

If your business is making money, spending money, or growing — bookkeeping support is one of the smartest investments you can make.
And if you’re in Ireland and want someone local, responsive, and down-to-earth, I’d love to help.

📩 Let’s have a quick chat and see if Balanced Financials is the right fit for your business.

Using QuickBooks But Still Overwhelmed? Here’s How a Bookkeeper Can Help

QuickBooks is a great tool — no doubt about it. But let’s be honest:
Just having the software doesn’t magically make your finances easier.

I talk to small business owners all the time who signed up for QuickBooks expecting clarity, but ended up with:

• A dashboard they don’t really understand

• Unreconciled transactions piling up

• A VAT return deadline looming… and no idea where to start

If that sounds familiar, you’re not alone — and the good news is, you don’t have to do it alone.

Here’s how a bookkeeper can take your QuickBooks setup from stressful to sorted.

1. We clean up your QuickBooks and get it working properly

If your categories are messy, your transactions aren’t matched, or your reports look wrong — we fix that.
I’ll go through your QuickBooks account, tidy it up, and make sure everything’s coded correctly, so your reports actually reflect reality.

2. We keep it updated each month — not just at tax time

QuickBooks works best when it’s maintained regularly. That means:

• Reconciling your bank accounts

• Tracking income and expenses accurately

• Keeping VAT records up to date

I take care of this every month so you don’t have to worry about falling behind.

3. You get simple reports and real answers

QuickBooks can generate all kinds of reports — but are they helpful?

As your bookkeeper, I’ll send you straightforward updates that make sense:

• Profit & loss at a glance

• Who owes you money

• What your VAT liability is

No jargon. No guesswork. Just clarity.

4. I work with you — not just your software

Bookkeeping isn’t just about software. It’s about support. When you have a question or feel unsure, I’m here to help. Whether you’re a sole trader, landlord, or small company — I’ll make sure QuickBooks is working for you.

📩 Need help with your QuickBooks setup or monthly bookkeeping? Let’s chat.