Bookkeeping Outsourcing Services for UK Accounting Firms
Keep Client Bookkeeping Up to Date
Bookkeeping is a recurring workload that supports VAT, management accounts, year-end accounts and wider tax compliance. When client volumes grow, keeping every set of records current can place pressure on internal teams.
Our bookkeeping outsourcing UK service provides additional preparation support around an agreed process while your practice retains control of its client relationships and review.
Our Success Rate
We have provided bookkeeping outsourcing services to thousands of companies across the UK.
What We Need From Your Practice
- Sales invoices & Purchase invoices
- Bank & Credit Card statements
- Expense records
- Previous bookkeeping information
- Practice instructions
- Client-specific notes
- Required completion dates
What Your Practice Receives
- Updated bookkeeping records
- Bank and credit-card reconciliations
- Sales and purchase ledger information
- Control-account schedules
- Outstanding query list
- Trial-balance information where included
- Organised records for your internal review
What Our Bookkeeping Outsourcing Can Cover
Transaction Processing
Bookkeeping support can include processing agreed sales, purchase, bank and expense transactions from the records supplied by your practice. Transactions that are incomplete or unclear can be identified for clarification rather than being categorised without sufficient information.
Bank & Credit Card Reconciliations
Regular reconciliations help identify differences between accounting records and bank or credit-card activity. Where included within scope, reconciliation work can be prepared and outstanding differences clearly highlighted for your team's review.
Sales & Purchase Ledgers
Support can include maintaining agreed sales and purchase ledger information from invoices and other records provided. This helps keep client records organised for later reporting, VAT and year-end work.
Control Account Review
Relevant control accounts can be reviewed as part of the agreed bookkeeping process where this is required by your practice. Unresolved balances or differences can be listed clearly so they can be addressed before the records move to the next accounting stage.
Expense Categorisation
Business expenses can be recorded and organised according to the information and instructions supplied by your practice. Where the appropriate treatment is unclear, the item should be raised as a query for review.
How Our Bookkeeping Outsourcing Process Works
Agree the Scope
We establish the client workload, bookkeeping frequency, required records and expected outputs.
Provide the Records
Your practice supplies the agreed transaction data and supporting information.
Process & Raise Queries
The bookkeeping work is prepared, with incomplete or unclear transactions identified for clarification.
Need More Bookkeeping Capacity?
Tell us about your client bookkeeping workload, reporting frequency and the type of support your practice requires.
Common Questions About Bookkeeping Outsourcing
Depending on the agreed scope, it can include transaction processing, bank and credit-card reconciliations, sales and purchase ledgers, control-account work and bookkeeping queries.
Yes. The engagement can be structured around a defined group of clients or bookkeeping workloads rather than your entire portfolio.
Yes. Up-to-date and reconciled bookkeeping can provide the underlying records needed for VAT preparation. VAT-specific work is covered separately through SHRM's VAT Outsourcing service.
Requirements depend on the engagement but may include invoices, bank statements, credit-card statements, expense information and existing bookkeeping records.
Your software and workflow requirements should be discussed during scoping. Specific software should only be confirmed once SHRM has verified that the required system is supported.
This page is specifically for UK accounting and tax practices outsourcing bookkeeping work for their client portfolios. Businesses seeking direct support should use SHRM's separate business-service route.
