Log in Apply for a pilot →
PartnersAboutContactSupport One platform for individuals, businesses and governments
Home / For Individuals / Bookkeeping & Admin, Managed
BOOKKEEPING & ADMIN · Bookkeeping & Admin, Managed

Books kept, deadlines watched

Bookkeeping and admin as a managed service for freelancers and solo operators: day-to-day books, receipts and invoices organized, filing deadlines watched, and year-end material archived in one flow. You do the work that earns; the paperwork runs itself.

A bookkeeper’s desk in morning light: clipped stacks of blank invoices, a calculator with a blank display, an accordion folder with blank tabs and a pencil
Monthly closebooks closed every month, never stockpiled to year-end
Auditable ledgerevery entry carries its source; export any time
Deadline watchfiling and payment dates flagged ahead of time
Clean exitstop any time; all data handed back in full

Who it fits, and what gets in the way

Freelancers, sole proprietors and one-person companies: too many transactions for a shoebox, too few for a staff bookkeeper.

Receipts fill a shoebox; tax season means an all-night sort, and something is still missing

Business and personal money share one account, and whether the year made money is a feeling, not a number

Filing deadlines live in your head, and late fees have happened more than once

A bookkeeper’s desk in morning light: clipped stacks of blank invoices, a calculator with a blank display, an accordion folder with blank tabs and a pencil
Figure 1 · Bookkeeping & Admin, Managed

What you get

ComponentWhat is includedDeliverable
Day-to-day booksIncome and expenses logged and categorized, vouchers matchedOne monthly ledger
Receipt wranglingInvoices and receipts collected monthly; gaps flagged for you to fillA monthly receipt file
Deadline watchFiling, payment and renewal dates flagged to a person, ahead of timeA reminder log you can check
Year-end archiveThe year’s ledger and vouchers packaged for your accountantA year-end material pack
Open ledgerThe ledger is inspectable and exportable throughout, every entry sourcedExport whenever you like

How it runs

01

Status review

Books, receipts and accounts reviewed; gaps listed. About a week

02

Books set up

Categories fitted to your trade; history back-filled and reconciled into an opening ledger

03

Monthly run

Monthly close and ledger, deadlines flagged, missing receipts chased

04

Year-end archive

The year packaged and handed to you or your accountant, with a signed archive list

Boundaries

Not included

  • We do not file or sign your taxes: filings are yours or your licensed accountant’s; we prepare the material and watch the dates
  • No aggressive tax schemes: sound treatment, explained; grey-area plays are out
  • Your money never passes through us: this is bookkeeping, not custody

What we need from you

  • Export access to bank and payment statements
  • Receipts monthly — photos or paper, agreed at setup
  • One person to confirm categorization calls: usually you

How engagement and quoting work

Review first, quote after: the size of your books sets the monthly scope, written down before anything starts. The trust terms are stated up front — export any time, full hand-back on exit with our copies deleted, every entry sourced. Anything beyond scope is quoted before it is done.

Questions on this page

How is this different from an accountant?

An accountant files and signs, a few times a year. This manages the daily layer: monthly books, receipts, deadlines. Your accountant receives finished material instead of a shoebox.

My books are a mess. Still eligible?

Yes. The review exists for exactly that: gaps listed honestly, history reconciled, then the monthly rhythm starts.

Is my data safe with you?

Every entry is sourced and exportable by you at any time; on exit everything is handed back and our copies deleted. That is written into the service terms.

Can I stop mid-year?

Any time. The current month is closed, data packaged and returned. No retention hoops.

How do we start?

Describe your current bookkeeping in a few sentences on the contact page. We book a free review first, then talk scope.

Related

Phone & Message Front Desk

Calls and enquiries caught first — clients and books both looked after

See details →

AI Coaching

One real task a week until AI fits your working day

See details →

For Individuals

Back to the individual line-up

See details →

Books kept, deadlines watched

Tell us where it hurts first. Scoping and a written quote come before anything starts; looking costs nothing.
Or ask Leo, the assistant at the bottom right, first — get the questions clear before you write to us.

Talk it through →