Bookkeeping Outsourcing for Accounting Firms
Keep Client Bookkeeping Up to Date
We keep client bookkeeping up to date for UK and US accounting firms, so your team receives clean, reconciled records and spends its time on review and advice.
Clients Served
A 4.9+ client rating, and your firm keeps review and sign-off.
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
Why Firms Choose SHRM
- Works inside your systems: We use the accounting software your firm already uses, and follow your checklists.
- You keep control: Client contact, review and sign-off stay with your firm.
- Behind your brand: Your clients deal with you. We stay in the background.
- Start small: A pilot batch comes first, so volume only grows once you're happy.
What Our Bookkeeping Outsourcing Covers
Transaction processing
Sales, purchase, bank and expense entries coded to your chart of accounts and your firm's rules.
Bank and card reconciliations
Reconciled to statements, with any differences listed clearly for your team.
Sales and purchase ledgers
Invoices, bills and credit notes entered and matched to payments.
Control account review
Control accounts checked, with unresolved balances listed before work moves on.
Query lists
One list of missing or unclear items, so nothing is assumed or guessed.
How Our Bookkeeping Outsourcing Process Works
Free consultation and scope
Tell us what you want to hand over, your volumes and your deadlines. We confirm the scope and who does what.
Pilot batch
We start with a small set of client files so you can check the quality before anything scales up.
Prepare and raise queries
Missing or unclear items go to you through one agreed channel instead of a long email chain.
Review and ongoing delivery
Finished work comes back with workings and notes. Your team reviews it, and we move to regular delivery once you're happy.
Need More Bookkeeping Capacity?
Tell us about your client volumes and current process, and we’ll talk through how we can help.
Common Questions About Bookkeeping Outsourcing
Agreed transaction processing, reconciliations, ledgers and query lists. We confirm the exact scope before work begins.
We work in the software your firm already uses. We go through your software and workflow with you when we set things up.
Yes. Many firms start with a defined group of clients, or one busy period.
We prepare the bookkeeping and your practice reviews it. Client communication and sign-off stay with you.
