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Oakleaf Book-Keeping Services

Oakleaf Book-keeping Services is a bespoke service for book-keeping and business support in the Wessex area.

At the moment there are very few businesses that can afford in-house accounting departments. They might only need someone for a couple of hours, days or weeks a month. Oakleaf Bookkeeping Services can fill that gap while providing a range of value added services. This enables me to guarantee building an accurate picture of your company's financial health.

The accounting system that I use is Sage which means that I can produce reports in a variety of ways and at different times of the year, giving you more or less information as and when required.

I can offer you a fast, efficient, dedicated, confidential book-keeping service. Having gained over twenty five years experience working in the finance industry, in many different business sectors from sole trader to multinational companies, this has enabled me to experiene all aspects of Finance. From raising sales invoices and credit control to monthly management accounts and preparation for year end audits

I Specialise in SME businesss' offering a bespoke service tailored to your needs.

What makes Oakleaf Bookkeeping Services special
With an office at home, I have no costly overheads to cover therefore can tailor my costs accordingly. This enables me also the flexibility to either work on site or on my own premises.

I have Sage software and have experience with all major accounts packages including Sage Line 50, 200 and Sage Payroll

What we offer
From simple double entry book-keeping and credit control right through to business management consultancy including profit and loss analysis and budget and cash flow control. I can offer you comprehensive and individual support on all book-keeping and business management matters, including business strategy advice and much more.

Accounting
More than mere payroll and financial accounting: we go behind the figures to provide analyses that you can use as a performance management tool. We highlight trends and suggest opportunities to enhance profit and maximise your potential.

Some of the services we provide are:-
•Monthly Management Accounts:- Including control account reconciliation, Balance Sheet and Profit and Loss production
•Procedure set up and implementation
•Reconciliation Work
•Sales Ledger:- Raising Invoices and Customer Statements, Credit control, Factoring and Invoice Discounting reconciliation and set up
•Purchase Ledger:- Raising Purchase Orders, matching PO's and Goods Received Notes to invoices. Statement Reconciliation,Aged creditor reconciliation and payment runs.
•Cash Book Reconciliation including Foreign currency transaction. Posting Payments and receipts to cash book
•VAT Returns and HMRC quarterly reporting
•Payroll using Sage Payroll, P60's,and P11d production
•Expenses Management and Policy implementation
•Cash flow forecasts and budgetary analysis
•Sage Experience
•Tailored personal services

Additional services

•Monthly Management Accounts
•Payroll
•VAT Returns
•Budgets and Cash Flow Forecasts
•Sales and Marketing Advice
•Administrative support

Areas served: Blandford Forum, Bournemouth, Christchurch, Dorchester, Ferndown, New Milton, Poole, Portland, Ringwood, Shaftesbury, Swanage, Wareham, Wimborne.

Categories: Accountants, Bookkeepers

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