way to work with me

way to work with me

ways to Work with me

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I am on a mission to help as many small businesses make light work of their financial tasks. I'm working on a number of ways to work with me, which cover all budgets and stages of your business.

Connect with me

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Connect with me

Scan this code to start a Whatsapp chat with me

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Connect with me

Scan this code to start a Whatsapp chat with me

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Done for you bookkeeping

Giving you peace of mind, knowing your accounts are up to date, accurate, and compliant with all regulations. All connected software is managed to ensure it's always working as it should be.

Done For You Bookkeeping is what it says—designed around your requirements and budget. You build your support package based on what you need and your budget for one monthly fee. All your bookkeeping tasks are completed regularly (every day / 3x a week / weekly / monthly).

What will make your job easier and how it will help you to achieve the goals you have.

Here are some of the tasks I can help you with:

  • Quarterly VAT return submissions
  • Supplier payments
  • Management reports
  • Payroll
  • Posting your purchase invoices/receipts to Xero
  • Downloading supplier invoices from their online portals
  • Bank reconciliations
  • Posting sales transactions from online sales platforms (Amazon, Shopify, WooCommerce, Etsy, Ebay, etc)
  • Day to day support around your business finances
  • Monthly catchup calls
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Click here to book a discovery call, where we'll chat about your business, what you're struggling with, your goals and create a package that will work for you and can grow with you.

Outsourcing my bookkeeping to Simplefficient Bookkeeping allowed me to scale my business.

Do it yourself bookkeeping

Learn exactly how to keep on top of your accounts efficiently and effortlessly. There is no need to spend hours researching what you need to do or how to do it.

For small businesses who don’t have the budget for a bookkeeper, or have a small amount of transactions and uncomplicated.

Embrace technology and automation. It will save you hours.

If you’re still using a spreadsheet or have recently started using Xero. The Setup and Training option would suit you. Learn what you need to know and start making light work of your accounts, so you can get back to growing your business and achieving your goals.

If you are unsure which option best works for you, why not book a free 30-minute discovery call with me.

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1:1 Set Up & Training

Designed to get you up and running with keeping on top of your accounts regularly. I'll set up Xero and any other software which needs to be integrated. Then hop on a Zoom video call where I show you the basics of how to use Xero for your bookkeeping. If you have other integrated apps, I'll show you how to use these too. This is what you'll get:

30 Minute discovery call on Zoom to understand your business and advise you of your best option and routine for setting up Zero.

Set up Xero and any other related third party apps agreed in the call.

1 Hour training call on Zoom to show you how to use Xero and any other related third party apps.

A recording of the Zoom call for you to reference back to at any time.

A pdf training guide giving you all the steps with screenshot images.

30 Minute follow up call and any questions you may have. This is valid for 3 months after the training call.

Option to purchase Xero and other third party apps through me at discounted prices.

Discounted prices for additional training calls and monthly support.

Set Up & Training Guides

Designed for start-up businesses on a budget. Guides and videos taking you through every single step to setting up Xero and using it efficiently to keep on top of your accounts without having to spend hours looking for the information online. Yes you can find all this information free on the internet, but you can spend hours looking for it, and if you don't know what to search for, you may struggle to find detailed information. This is what you'll get:

A detailed pdf guide with step by step instructions , images and links to videos if you prefer to watch, for setting up Xero.

An introduction to bookkeeping and everything you need to know about keeping records.

A detailed pdf guide with step by step instructions , images and links to videos if you prefer to watch, for using Xero.

Facebook group for support.

A routine checklist you can follow to get yourself in a regular routine of updating your accounts.

A sheet full of category code examples.

Option to purchase your Xero subscription through me with 15% off.

Discounted prices for additional training calls and monthly support.

If this sounds like your solution, register your interest below, and I’ll get in touch once the guides go live.

£420.00 including VAT

Steph went through training that was specific to my needs. She has the answers.

Power Hour
Zoom Call

Get a better understanding. Put your mind at ease and have your burning questions answered. Walk away with a solution.

Need some assistance integrating software to Xero? Have some questions you would like answers to, or basic training using software?

What will make your job easier and how it will help you to achieve the goals you have.

Book a consultation call and I can help you navigate the problems you are having. If your question or problem is complex and requires more research, I’ll let you on the call and provide you with a quote to complete the task. If you’re not sure I can help, send me a message and I can let you know if it’s something I can help you with or point you in the right direction.

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£192.00 including VAT

I'm Proud to be Partnered with these Guys

Xero Logo

Xero Cloud Accounting

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The Dext Family

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The International Association of Bookkeepers

Testimonials

I have worked with Steph since November 2018. Up to that point I was using an accountancy firm who I have since realised created more work for me as I was on a very dated system. My company is now fully digital which Steph has helped me through. Any queries or problems I had were sorted very quickly with either a phone call or email. It's a big step for most companies changing their accounts to a new provider but Steph is very personable and professional.

Andrew Moulds
Soar Valley Heating

I have known Steph Jones for 15 years, initially as an employee of Better IT and now as a client of hers through Simplefficient Bookkeeping. She is very thorough, efficient and a pleasure to work with. Highly recommend the services she offers for those wishing to have more time on the promoting/running of their business with either once off switchover OR letting Simplefficient Bookkeeping run your accounts with any information available to you at any time.

David Nicholls
Better-IT Limited

It used to take me, what I thought was half an hour a month, but actually, it took me a whole night, so three or four hours a month doing my accounts on a spreadsheet each month. Simplefficient Bookkeeping has made my accounts the easiest thing I have to deal with now. And I don't even deal with it anymore; Steph at Simplefficient does it all. It's the most impactful service that I have paid for. Outsourcing my bookkeeping has made scaling up easier.

Diane Cockburn
Dainty Rocks Jewellery

I really enjoyed working with Steph. Her suggestions on which Xero package would be best as well as what to link it to in order for me to automate certain functions was spot on. She went through training that was specific to my business needs. Would absolutely recommend her whether you need someone to do the work for you or you want to learn to do it yourself, she has the answers!

Charmaine Mill
Inspired VA

Steph has been a massive help and reduced so much stress. I became VAT registered and was suddenly faced with much more in depth accounts and having to work out Xero and Greenback. After looking at it all, I decided to utilise Steph's skills in bookkeeping and accounts and it took a huge pressure off of me!

Ali G

Before working with Steph, I felt very worried and stressed about our recent VAT registration and what was required of me in our bookkeeping for marketplace sales. Now that Steph is onboard, I feel completely stress-free and confident that the bookkeeping and VAT returns are taken care of properly. Steph also handles the monthly payroll to make everything smooth and efficient. If I ever have any questions, or something doesn't make sense to me, Steph takes the time to explain everything in detail and put my worries at ease. I would highly recommend hiring Steph for all of your book-keeping/VAT/payroll needs! Thank you Steph!

Chloe G

Working with Steph has allowed me to focus more on the tasks that generate revenue for my business. By taking away the concern of accuracy, I am able to offer better service to my clients and can see a better picture of how the business is performing at any given moment in time.

Paul I

Steph is extremely supportive, understanding and prompt. She has be creative and efficient setting up new processes that really work for us. All with patience and understanding.

Jocelyn L.

Before working with Steph, I tried to managed my accounts by using a spreadsheet. I felt like a novice and had no idea what I was doing. I didn't just want to hand everything over to an accountant, or anyone else in the financial services industry, as I didn't feel that their values would align with those of my business. Steph has done far more than helping me to organise my accounts. She has made me feel like I am finally in control of the financial side of my business, a side I had been ignoring because I was lost, confused and quite frankly scared to face. She has helped me to put systems in place so that I can easily manage my accounts without overwhelm or confusion, and stay in control of my business finances. I love her energy and the fact that she understands my values as a spiritual business owner. With her ongoing support, I now have someone I can turn to for advice and answers when faced with something I don't understand. She truly is a unique soul who is going to help so many others in business to finally feel in control of the financial side of their businesses so that they too can flourish and grow.

Karen G