Bookkeeping isn’t one-size-fits-all. Some business owners want to stay hands-on, others prefer to hand it over, and many sit somewhere in between. My role is to shape the support so it works for you.
Here are four real client stories that show what this looks like in practice.
1. Weekly bookkeeping on spreadsheets
One client used a spreadsheet system and needed weekly bookkeeping done efficiently. I stepped in to manage the process, keeping their numbers accurate and up to date. This freed them to focus on running their business while maintaining oversight of their finances. Even with a simple tool like a spreadsheet, having structured updates made decision-making easier and reduced the risk of errors creeping in.
Takeaway: Even with simple tools like spreadsheets, regular bookkeeping ensures your numbers stay accurate and decisions are based on up-to-date information.
2. Setting up systems for a hands-on client
Another client preferred to do their own bookkeeping but wanted systems in place to make it less time-consuming. I set up bank feeds so transactions flowed in automatically, added digital tools for scanning receipts, and made it possible to send invoices directly by email. This meant they no longer had to type everything manually or chase bits of paper. Their bookkeeping became quicker and more manageable, allowing them to stay in control without it becoming a chore.
Takeaway: The right systems make bookkeeping quicker and less stressful, so you can stay in control without it taking over your time.
3. Monthly bookkeeping using existing accounting software
A third client wanted me to take over their monthly bookkeeping using their accounting software. They had already made a start with reconciling their bank transactions but found it time-consuming and hard to keep up with. I stepped in to review the reconciliations, check the financial statements, and ensure everything was in the right place. This gave them confidence that their reports were accurate and saved them the effort of working through the detail themselves.
Takeaway: Having reconciliations reviewed and managed regularly saves time and gives confidence that the numbers you base decisions on are reliable.
4. Building systems from scratch for a business with no setup
One client had no systems in place at all – no organised records and no separate business bank account. We started from the ground up: gathering their receipts and bank statements, setting up a dedicated account, and creating a simple workflow that they could follow going forward. By listening to what they needed and building the foundations step by step, I gave them clarity and structure where before there was none. Now, instead of scrambling for paperwork, they have a clear system that supports their business.
Takeaway: Starting with a clear, organised system brings structure and control, turning financial chaos into clarity you can build on.
Whether you prefer to stay hands-on or delegate, the key is having systems and support that fit your way of working. Even small, thoughtful adjustments can save time, reduce stress, and give you clarity to focus on the work you love.
Tip: Even if you don’t have a dedicated VA, setting aside just 30 minutes each week to organise receipts, invoices, or simple spreadsheets can make a big difference in keeping your business running smoothly.
I hope these stories inspire ways to make your bookkeeping and admin work for you.
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