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I manage a growing group of small UK businesses and now need reliable help keeping their books clean and compliant. Using Sage as the single source of truth, the work covers three core areas and needs to be fully up to date within the next four weeks. • Filing tax returns – gather source documents, complete all relevant HMRC submissions, and provide confirmation receipts. • Managing daily transactions – post and reconcile sales, purchases, bank feeds, and payroll journals so that Sage ledgers balance. • Preparing financial reports – produce monthly P&L, balance sheet, cash-flow, and any ad-hoc management summaries I request. Accuracy, clear audit trails inside Sage, and adherence to UK accounting standards will be the measures of success.
Project ID: 40610754
49 proposals
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Active 20 hours ago
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49 freelancers are bidding on average £146 GBP for this job

As an experienced team of Chartered Accountants, CPAs, and Bookkeeping Specialists, we have built a solid reputation in providing excellent Accounting, Taxation, and Financial Consultancy services that strictly adhere to UK accounting standards. With proficiency in Sage and various other platforms like QuickBooks, Xero, and MS Dynamics Business Central, our task will be to make your books impeccable and fully compliant with HMRC regulations. Our diverse skill set allows us to offer a comprehensive suite of services that align perfectly with your project's requirements. We can efficiently handle daily transaction management like posting and reconciling sales, purchases, bank feeds and payroll journals - ensuring that your Sage ledgers are always balanced. We also specialize in the preparation of financial reports such as P&L statements, balance sheets, cash flows - everything you need for informed decision-making. Moreover, our value extends beyond bookkeeping as we can provide insights through budgeting and forecasting or through analyzing important financial data using MS Excel. This could prove beneficial when you request any ad-hoc management summaries. With Four weeks deadline in view, you can trust us to deliver accurately while maintaining clear audit trails Throughout the project period. Combining our expertise with your business's unique needs is key to producing success where precision meets efficiency. Let's get started!
£250 GBP in 7 days
9.1
9.1

Hi There, We can support your growing group of UK businesses with accurate bookkeeping and basic accounting services, helping bring the records fully up to date within four weeks. Our team can post and reconcile sales, purchases, bank feeds, expenses, and payroll journals provided by your payroll processor. We can also prepare monthly Profit & Loss, Balance Sheet, cash-flow reports, and ad-hoc management summaries while maintaining clear audit trails and balanced ledgers. Although Sage is not our primary accounting software, we are experienced with multiple accounting platforms and can quickly adapt to your existing Sage setup and processes. Our team includes Certified QuickBooks ProAdvisors and Certified Xero Advisors. Please note that we typically work on an hourly basis, tax preparation, tax filing, HMRC submissions, and payroll processing are not included in our service scope. Hit me up and we can talk in detail. Regards, Nikita and her team at Affiliazion (D)
£249 GBP in 7 days
8.0
8.0

As a seasoned data analyst offering a comprehensive range of accounting and data entry services, I believe that I am the right fit for your UK Bookkeeping & Tax Filing project. Over the years, I've developed an acute understanding of the significance of accuracy, clear audit trails, and adherence to strict accounting standards. These principles are not only the foundation of my work but also key in ensuring all documentation is correct for relevant HMRC submissions. Proficient in Microsoft Excel, I can confidently handle your daily transactions and reconcile each entry with bank feeds and payroll journals meticulously within Sage. This guarantees clean bookkeeping that ultimately balances with your ledgers – saving you both time and effort. In addition to my extensive technical skills, I also bring to the table a genuine passion for what I do. My commitment is to provide my clients with accurate, timely and comprehensive financial reports that empower them to make informed decisions. By choosing me, you're choosing meticulousness, diligence and a reliable partner in managing your growing group of small UK businesses.
£135 GBP in 1 day
7.7
7.7

Hi, I have carefully reviewed your project description and understand your requirements. I am confident that I can provide accurate bookkeeping, tax support, and financial reporting for your UK businesses while ensuring your Sage records remain up to date and compliant. I am a CPA and CBA qualified accountant with over five years of experience in UK bookkeeping, financial reporting, tax preparation, and month-end close. I have professional experience using Sage, QuickBooks Online, Xero, Wave, KashFlow, Zoho Books, and Microsoft Excel. I can manage your day-to-day bookkeeping by posting and reconciling sales, purchases, bank transactions, and payroll journals, ensuring your Sage ledgers remain accurate and balanced. I can also prepare tax-ready records, assist with HMRC submissions, and produce monthly Profit & Loss Statements, Balance Sheets, Cash Flow Statements, and management reports with a clear audit trail. I am detail-oriented, proactive, and committed to delivering accurate financial records within your four-week timeline. My focus is on maintaining compliance with UK accounting standards while providing clear communication and timely updates throughout the engagement. I am available to start immediately and would be happy to discuss your requirements further. Thanks & Regards, Mussadiq Hussain
£100 GBP in 7 days
7.1
7.1

Hi, I understand you need reliable bookkeeping support for your UK businesses, with Sage as the central system for accurate transaction management, HMRC compliance, and financial reporting. I can help maintain clean Sage ledgers by managing daily transactions, bank reconciliations, sales, purchases, payroll journals, and preparing accurate monthly P&L, balance sheets, cash-flow reports, and management summaries. I’ll ensure proper audit trails, attention to UK accounting standards, and timely completion of all required submissions. Best regards, Muhammad Usman
£220 GBP in 3 days
6.6
6.6

As a seasoned accountant who has spent over six years managing the books for businesses just like yours, I am confident that I have the qualification and drive to handle your bookkeeping, tax filings and compliance with uncompromising accuracy, on-time delivery and strict adherence to UK accounting standards. My core skills in data analysis, audit trails management and financial reporting align perfectly with your project needs. And as an expert in various accounting software, including Sage which is your preferred one, you can be assured of a seamless transition without any hiccups. I will reconcile daily transactions, prepare your financial reports, and efficiently file tax returns while maintaining clear audit trails inside Sage. Lastly, my commitment to confidentiality should give you the peace of mind you need when entrusting your financial information to someone. My clients have always appreciated my respect for their time, my uncompromising commitment to deadlines and the way I simplify complex monetary issues into understandable bits. Choose me as your dependable and approachable financial co-pilot who can translate numbers into your strategic advantage. Let's make your business numbers tell the right story!
£210 GBP in 7 days
6.1
6.1

Hello, How are you today? After carefully reviewing your requirements, I'm confident in my ability to deliver the best result with the highest accuracy in the shortest time possible as I have completed similar projects as an expert where I delivered 100% quality. Chat me up to get this project started immediately. Thank you.
£20 GBP in 1 day
5.5
5.5

With a background in UK accounting standards and extensive experience in bookkeeping for small businesses, I am well-equipped to ensure the accuracy and compliance of your books using Sage. My expertise in filing tax returns, managing daily transactions, and preparing financial reports align perfectly with your requirements. Could you please provide more details on the volume of transactions per business to better assess the scope of work? Regards, CA. Swati Jain, CPA
£40 GBP in 2 days
4.8
4.8

Hello, I'd be happy to help keep your Sage accounts accurate, organised, and fully compliant with UK accounting requirements. I have experience working with bookkeeping, bank reconciliations, transaction posting, financial reporting, and handling large volumes of accounting data with a strong focus on accuracy and audit trails. I can update your Sage records, reconcile sales, purchases, bank feeds, and payroll journals, prepare monthly P&L, balance sheet, and cash-flow reports, and assist with HMRC tax return submissions using the documents you provide. I pay close attention to detail, communicate clearly, and ensure work is completed within agreed deadlines. My goal is to deliver clean, balanced books that make reporting and compliance straightforward. I noticed your project mentions multiple companies. Could you please confirm: - Are all businesses already set up in Sage with an existing chart of accounts? - Are HMRC credentials and agent access already available? - Which version of Sage are you using (Sage Accounting, Sage 50, or Sage Business Cloud)? I'm available to start immediately and can have everything updated within your four-week timeframe. I look forward to discussing your requirements and building a long-term working relationship. Thank you for your consideration.
£20 GBP in 1 day
5.0
5.0

As an accomplished bookkeeping professional with over 5 years of experience, nobody understands the importance of accurate record keeping better than I do. Coupled with my mastery over UK accounting standards and proficiency in using Sage, I assure you squeaky-clean books that will leave any auditor impressed. On top of that, my extensive expertise with other software like QuickBooks Online, Xero, NetSuite, and Microsoft Excel ensures that I can effectively handle any accounting system you might be using. Specifically regarding your project, I can offer comprehensive support across the three main areas you mention - tax filing, transaction management, and financial reporting. My deep knowledge of tax regulations and experience in preparing records for HMRC submissions can streamline and expedite this often tedious process for you. Additionally, my acute attention to detail will ensure every sales, purchase, bank feed, and payroll entry is accurately captured and reconciled within Sage. Finally, with me managing your books, you'll never have to worry about retrieving information or producing timely financial reports again. My organizational skills combined with my knack for producing comprehensive reports (including P&Ls, balance sheets, cash-flow statements) promptly will give you a clear view of your business's financial health anytime you desire. Trust me to bring diligence and efficiency to your financial operations as your partner on this journey!
£200 GBP in 7 days
4.6
4.6

With over a decade of experience in the field of accounting, bookkeeping, and financial analysis, I am confident that I possess the skills you need to handle your UK businesses' bookkeeping and tax filing needs. My familiarity and expertise in using QuickBooks Online (QBO), which is very similar to Sage, will enable me to provide accurate and efficient support to ensure your books are clean and fully compliant with UK accounting standards. One of the key benefits of working with me is that I only charge my clients once they're 100% satisfied with the results. You only pay when you see the value you've received, which guarantees my commitment to delivering high-quality work to meet your demands. Even after completion, I promise to offer unlimited support for any questions or issues you might face. Moreover, I understand the importance of data security and would be willing to sign an NDA to protect your business assets. Your trust is valuable to me. Thus, I ensure full access and no restrictions on the files and passwords I deliver – they are yours completely. Choose me for a hassle-free experience where efficiency, accuracy, and client satisfaction remain my top priorities!
£120 GBP in 7 days
4.8
4.8

Love the clarity of your “Sage as the single source of truth” approach. In the next four weeks, I’ll help keep your UK small-business group fully up to date with clean, compliant bookkeeping and strong audit trails inside Sage. What you’ll get: • Tax filing support: gather and organize source documents, complete HMRC submissions, and ensure you receive clear confirmation receipts. • Daily transaction management: post and reconcile sales, purchases, bank feeds, and payroll journals so Sage ledgers balance and discrepancies are resolved fast. • Reporting that drives decisions: monthly P&L, balance sheet, cash-flow, plus ad-hoc management summaries whenever you need them. You’ll see accuracy reflected in every posting, reconciliation, and report, aligned to UK accounting standards and designed for confidence during review.
£20 GBP in 4 days
3.9
3.9

Hi, Aashiq (Ash) here from Cape Town, South Africa. This project instantly caught my eye, so I had to reach out. I see you’re looking for someone to help keep the books clean and compliant using Sage, while ensuring everything is up to date within four weeks. With years of experience managing financials for small businesses, I’ve successfully helped clients file tax returns, manage daily transactions, and prepare insightful financial reports. I’m confident I can deliver accurate results that meet your needs. Feel free to ask for samples of my previous work. Based on what you mentioned, here is how we would approach the project: - Gather and organize all necessary source documents for tax filing. - Post daily transactions and reconcile accounts in Sage. - Produce monthly financial reports tailored to your requirements. You can count on me for clear communication and delivering a seamless, user-focused solution optimized for performance, all while adhering to UK accounting standards. Best Regards, Aashiq
£250 GBP in 7 days
3.9
3.9

When it comes to managing UK bookkeeping and tax filing, my experience as a Chartered Accountant brings a level of knowledge and professionalism that ensures you remain compliant with HMRC regulations. Over the course of my 10-year career, I have garnered expertise in financial reporting and audit assurance, skills that are essential in handling your business needs. One of the key aspects of this project is accuracy, and that is an area where I excel. My proficiency in using advanced data analysis tools like Sage, Intuit QuickBooks, and Xero will enable me to maintain clear audit trails and keep your books balanced. Additionally, I understand the need for timely financial reports to make informed business decisions - having delivered countless P&L statements, balance sheets, and cash-flow summaries in my career, I am well-versed with producing these for your business. Above all, I pride myself on forming lasting relationships with my clients; this means being not just responsive but proactive to their needs. My commitment to such partnerships aligns perfectly with your requirement for 'reliable help' - you can trust me to stay on top of your daily transactions and provide any ad-hoc management summaries you may need. Partnering together over the next four weeks will ensure we meet your project goals seamlessly while setting a strong foundation for future cooperation.
£180 GBP in 7 days
2.8
2.8

Thank you for considering my proposal. I have gone through the requirements in detail and understand that you need a reliable accounting professional to manage bookkeeping, tax filings, and financial reporting for multiple UK businesses using Sage, ensuring everything is accurate, compliant, and completed within your four-week timeline. I am a Chartered Accountant (ICAI) with 7+ years of professional experience in bookkeeping, financial reporting, reconciliations, and tax compliance. I have extensive experience working with Sage-based accounting workflows and can accurately post and reconcile daily transactions, maintain balanced ledgers, prepare monthly Profit & Loss, Balance Sheet, and Cash Flow reports, and assist with tax return preparation by organizing supporting schedules and maintaining a clear audit trail. My focus is on accuracy, confidentiality, and timely delivery while ensuring compliance with UK accounting standards. Payment & delivery assurance: ✅ No upfront payment ✅ Release payment after completion or milestone ✅ Timely delivery ✅ 100% commitment to project completion Profile: https://www.freelancer.com/u/caajoys?sb=t I’m available to start immediately and would be happy to discuss your reporting schedule and workflow to provide dependable, long-term accounting support. Best regards.
£100 GBP in 3 days
3.0
3.0

Choosing me, Finxis and my AI-powered financial services platform, to manage your UK bookkeeping and tax filing comes with a plethora of benefits. Not only do we have deep knowledge of UK accounting standards and systems like Sage, but we’re also well-versed in using other top-tier tools such as QuickBooks and Xero. With our advanced automation and expert financial intelligence, you'll be ensured of accurate, clean financial data, allowing you to make more informed decisions for your growing group of small businesses. Our system works seamlessly with Sage, ensuring all daily transactions involving sales, purchases, bank feeds, and payroll journals are promptly recorded and reconciled. One area where we truly stand out is in providing real-time financial insights. We can produce monthly P&Ls, balance sheets, cash-flows, or any ad-hoc management summaries within the shortest time frame. This offers you a clear picture of your businesses' financial health at any given point in time. In choosing FinxisAI, you're not just getting a solution for the present; you're investing in a future-ready approach that will impeccably scale with your operations. Choose us to gain more time and unlock smarter ways to manage your financials.
£135 GBP in 7 days
2.9
2.9

As a Certified QuickBooks & Xero ProAdvisor and seasoned Senior Accounts Executive, I can offer you a tailored solution that aligns seamlessly with your needs. Having provided reliable accounting and data services globally, I am confident in my ability to complete the three core areas of your project swiftly and accurately within the given timeframe. My expertise in bank and credit card reconciliations combined with financial reporting experience enables me to produce detailed, accurate P&L, balance sheet, and cash flow statements with ease - all core elements to ensure your books are kept clean and up-to-date. With tax filing being a crucial aspect of this project, my proficiency in payroll processing and tax filings will provide you with solid support. In addition to technical skills, I am well-versed in UK accounting standards and place a strong emphasis on clear audit trails. Your satisfaction is of utmost importance to me; hence, I consistently strive for thoroughness, maintaining confidentiality throughout our collaboration. Let's work together to simplify your accounting processes and ensure total regulatory compliance for all your businesses!
£200 GBP in 7 days
2.2
2.2

As an accomplished Finance Manager and CFO, I've dedicated my career to mastering the intricacies of financial management, bookkeeping, and tax compliance - a perfect match for your project. I bring with me a wealth of experience not only in generating accurate and reliable financial reports but also in ensuring that those reports are 100% compliant with UK regulatory standards. What sets me apart is my strategic mindset which goes beyond the numbers to provide you with valuable insights and actionable strategies. With me at the helm, you can be confident that your business's financial records will be maintained meticulously on Sage, ensuring clear audit trails come tax time. Moreover, my data-driven consultancy approach brings innovative suggestions to boost profitability, efficiency, and long-term growth. Finally, one quality I'm particularly proud of is my commitment to never offer generic advice. The game of finance requires adaptation and it's this dedication to understanding your unique needs that has consistently set me apart. I truly look forward to joining your team, providing precise daily transaction management, streamlined tax filing procedures, and insightful financial reporting to steer your businesses towards success.
£170 GBP in 7 days
2.4
2.4

Maintaining accurate records in Sage while ensuring compliance with UK accounting standards will be pivotal for this project. The most challenging aspect will likely be reconciling daily transactions against the source documents to prevent discrepancies. My approach would involve a systematic review of each transaction, ensuring thorough documentation and clear audit trails to streamline the filing process. Could you clarify if there are specific deadlines for the monthly reports, or should they align with the tax filing schedule? For reference, I have successfully managed similar projects; you can review my portfolio to see relevant case studies.
£100 GBP in 3 days
2.2
2.2

As an experienced bookkeeping professional proficient in software like QuickBooks Online, Xero and the very one you use - Sage, I am well-positioned to handle your diverse needs. Over the past 5+ years, I have primarily worked with small businesses similar to yours in maintaining accurate financial data records. Collaborating with me goes beyond filing taxes or generating financial reports; it's having a genuine partner who sonically understands your unique needs. From expense tracking to tax preparation support, I'll throughout maintain complete confidentiality ensuring your financial safety. Together we can streamline your finances with precision whilst transforming complex reports into simple insights helping you make informed decisions for your thriving businesses. Let's get started! Best, Muhammad
£160 GBP in 7 days
1.6
1.6

London, Guernsey
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