+44 020 8469 8665 anne@annebarrett.co.uk

Invoicing & Bookkeeping

  • Invoices issued to your clients, in the right format to ensure timely payment
  • Keeping track of business expenses, making sure the relevant ones are recharged to your clients or paid back to you and your staff
  • Liaising with your accountant for you about your tax returns, speaking their language

A client showed me how to use their Xero accounts system when Xero was still quite new. Prior to that I’d been using Sage and Excel spreadsheets to help my small business clients keep track of their invoicing, expenses and VAT returns. I’m now a bit of a whizz at Xero: setting up new subscriptions, compiling complex invoices, keeping track of expenses and making sure the recharges get forwarded on, paying suppliers, along with coding everything correctly, ready for working with accountants to get tax returns submitted.

A non-exhaustive list of possibilities:

  • Compile sales invoices – liaising with clients’ clients to ensure correct format and therefore prompt payment
  • Follow up on unpaid invoices
  • Process business overheads
  • Process rechargeable expenses
  • Xero Projects – track project profitability
  • Petty cash expenses
  • Pay suppliers (when I’m a bank signatory)
  • Process and submit VAT returns