Outsourcing for the best mid-tier accountancy firms.
Valuable financial reporting for business owners.
What we do
For accountancy firms that would rather outsource
Bookkeeping
Keeping books & financial records up to date for your clients. Includes all the usual reconciliations as standard and supporting schedules where necessary.
VAT
Providing you with accurate accounting data to prepare your clients’ VAT returns from. Upsell to your clients in the form of a review for their peace of mind.
Management accounts
Handing you a complete, tidy file to upsell to your clients in a way that’s tailored to them and designed to let you spend time adding maximum value instead of compiling the numbers.
Referrals
It’s likely that we will come across work that’s more suited to another, more specialist department in your firm. If you refer work to us, we’ll refer work back to you.
Annual compliance
Preparing all the reconciliations and supporting schedules for your clients’ annual accounts. Answering any queries and working with you at every stage – saving you time and boosting your recoveries.
Software migration
Helping your clients get more value from their financial data by upgrading their accounting system, providing you with access to real time information prepared by a qualified and trusted source.
What we do
For business owners wanting more from their accounting data
Bookkeeping
Using modern accounting software, we will keep your accounting system as simple as possible and take a proactive, forward thinking approach rather than just documenting what has already happened. We will keep everything reconciled as standard, handle invoicing and answer any questions in real time.
VAT returns
VAT can be a complex and confusing subject, so we’re happy to take it off your hands so you can concentrate on running your business. Whether it’s part of the bookkeeping or you’d just like quarterly reviews, we’ve got it covered. Returns will be submitted correctly to HMRC on time every time.
Management information
At the end of each month or quarter, we will provide you with all the valuable financial reports that you need to steer your business in the right direction. Real time financial data is invaluable and your business should be benefitting from it.
Forecasting & budgeting
Creating a budget can help set targets for the future and keep you on an upward trajectory. Equally, if you want to forecast for any reason, for example to predict future profitability, we can use the data to help with this.
Year-end accounts
When it comes to handing over the end-of-year figures and supporting documents to your accountant, we’ll have already done the hard work. They’ll prefer working with a tidy, reconciled file and we’ll be available to join you at meetings.
Accounting system improvements
We aim to make every accounting system as efficient as possible. Using modern software, tech and apps to minimise manual entry, we’re always looking to streamline and make improvements. If you’re stuck using old software in your business we’ll work with you to level up and realise the benefits.
Contact us
Looking to outsource or want to work together? We’d love to hear from you.
Please provide a few contact details and some information about you, and then hit the red button below. We’ll be in touch as soon as we can.
Alternatively, send us an email: info@swbk.co.uk
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Work that we don’t do
Like all businesses, we specialise in certain things and not others. We prefer to play to our strengths and let others do the same. Below is a list of services that we are unable to accept instruction to provide.
- Statutory compliance work, for example filing accounts with Companies House or tax returns (other than VAT) with HM Revenue & Customs.
- Corporate finance or insolvency work, for example restructuring, valuations or acquisitions.
- Personal tax (self assessment) returns. We are happy to supply the accounting data to a third party to provide this service.
- Internal or external audits.
- Any form of international (non UK) advisory work.
- Investment advice or any other regulated activity.
If you require any of the services listed above, we will happily refer you to an expert who we can personally recommend using our network of accounting professionals.
SWBK is an AAT Licenced Accountancy Practice under number 1009101 and a Xero Certified Silver Partner Practice.
SWBK is a trading name of Wester Social Ltd, a company registered in England & Wales under number 12184552.
SWBK 