IA Bookkeeps Get in touch
Leeds · West & North Yorkshire · Remote UK

Clean books to trial balance — and the automation that keeps them clean.

Most bookkeeping support hands back work you have to check line by line. I hand back a reconciled trial balance, a documented list of what I could not resolve, and where it makes sense, a Power Query model so next month takes minutes instead of days.

Not a practice? I also work directly with business owners with messy or backlogged books.

Why the automation matters

I spend my working week in group and European financial reporting — consolidations, intercompany, month-end close. The part that transfers is not the reporting. It is the habit of never doing the same reconciliation by hand twice.

So when I clean a set of books, I also look at what made them messy. Usually it is a spreadsheet someone rebuilds every month, a copy-paste step that silently drops rows, or a coding rule that lives in one person's head. Those get fixed, or the mess comes back.

How I work, step by step →

Nothing is ever guessed. If I cannot identify a transaction, it goes on an exceptions list with what I know about it and what I need from you. It does not get coded to a suspense account and forgotten.

  • Reconciled to source, not to a plausible-looking total
  • Every workbook checked for formula errors before it leaves
  • Fixed scope and price agreed in writing before I start
  • Your data stays in the UK and is never used to train anything

See what the deliverables look like →

Start with a real piece of work

Send me one messy month, or one report your team rebuilds every period. You will get it back done, with a fixed quote for the rest.