Bookkeeping services
Our bookkeeping services can be based on an agreed monthly or hourly amount based on the type of work or number or transactions. The books will be completed on HMRC Compliant software and will result in the production of monthly management reports, VAT Returns as required and detailed analysis. All reporting requirements will be agreed and specified in advance. Work will be carried out predominately off site but some work can be carried out at your own premises as required. The primary aim of this service is to relieve you of the daily, weekly or monthly burden of keeping your books up to date but also to provide you with key performance indicators as to how your business is performing.
Payroll services
As well as running monthly, weekly or fortnightly payrolls the payroll process is compliant to all HMRC regulations such as RTI (Real Time Information) and Auto Enrolment. Processed such as Statutory Sick Pay and Statutory Maternity Pay can also be completed. All payroll reports will be e-mailed securely including the employee payslips. Service such as the production of P11D can also be included.
Report Writing
Many business would like to have more detailed reports coming from their accounting or payroll systems but do not have the time or resources to get the reports written. Depending on the finance system we are able to provide solutions to analytic tools or excel. This may be simple management reports through to more complex cashflow forecasting.
Business Consultancy
It is often difficult to find the time to look in detail at your company processes and identify where there may be weaknesses in those processes. Craiglockhart Financial Services can help you by spending with your staff and identifying the pinch points to the processes. In addition we are able to help you if you are taking on a new Finance or Business Management system and you need help with the project management and the data transfer.
Business System Setup
in an era of cloud-based systems it often makes sense to transfer your accounting systems to the cloud. Coupled with the growing addition of compliant applications which all aim to make your business process more streamlined you may feel the need to move away from the current system that you use. MTD compliance may also be a driver. This can be a time-consuming process and required specialists to make that transfer as seamless as possible. We are able to offer a tailored solution aimed at making the process as pain free as possible.
Software Products
We are able to offer a number of software solutions to help with your day to day business processes.
As a Silver Xero Partner and certified advisor we are able to supply, implement and train in Xero Accounts and Payroll. This can be in the form of a fresh database or as part of a transfer from another accounting system. https://www.xero.com/uk/
Sage have been a leader of Small Business Business systems for a number of years. We are able to offer implementation, training and processing in both Sage 50, Sage Payroll and Sage One.
Access Accounts are able to offer a system for the larger organisations. They cover areas such as Accounting, HR and Payroll. Craiglockhart Financial Services have extensive experience in implementing and training in Access Dimensions (both on Premises or Cloud) and both Select Pay and Payroll SE.
We also have extensive experience in using Free Agent & Quickbooks Online.