How we work

How we work

It’s all about giving you a better service

From switching accountants to signing off your tax return. We make everything as easy as possible.

Signing up and changing your accountant

All we need are one or two details of you and if applicable your accountant. That’s it! We’ll do the rest. You can sign up and change accountants at any time. The sooner you do it, the sooner you’ll benefit from our advice and support. Use our easy online signup form to submit just a few details to get the ball rolling.

Catching up with accounts

You may be part of the way through your accounting year or are using an ‘offline’ bookkeeping system. Don’t worry, we can take over at any time, from any system. If completely necessary, e.g. if your records aren’t tidy or computerised, we may need to charge you more than our published monthly fixed fees for the first year . To give you an idea, have a look at our past fee calculator for past accounts which can be paid off monthly.

Easy monthly fixed fee prices

We ask for low monthly payments soon after you join us. Our fees are fixed and you can see them on our fixed fees page or you can instantly calculate our fees by using our fee calculator. Our monthly fixed fees are charged per month of trading that we deal with. If you join us a while after your accounting period end, we may need to charge you a little more per month for a short while to catch up.

Setting up your online accounting

We will help you get started with your online accounting software, including choosing which software is best for your business, and showing you all you need to know to get started. If you’re not sure about using online accounting software then talk to us – we can explain the benefits of online accounting to you and discuss whether or not it’s right for you. We will also consider using your existing records on an ongoing basis instead. If you’re already using online accounting, we’ll review your records to date, and let you know if anything needs correcting, or how you might be able to save yourself some money.

Doing your accounts and tax

What happens next depends on which of our accounting packages you choose. Click through the tabs below for details…

Annual+

If you add this service, inform us of any changes to employees or their pay at least 1 week before the pay date. We’ll then provide and submit to HMRC, all the necessary weekly, monthly and annual reports and payslips.
We will show you. Following the setup, you will know how to get your transactions onto the software, either by manually entering transactions, or by downloading them from online banking. You will also know how to easily check that all the transactions have been entered. If you have any problems, don’t worry, we can log into your account at the same time to help.
We will show you how to run quarterly reports, including ones to help you submit the VAT returns. Every quarter, we’ll log into your accounts to check how things are going. This is an opportunity for us to provide you with timely relevant advice during the year, rather than after your year end which could be too late.
We do this for you. Following the completion of your bookkeeping each quarter, we’ll log in and review your online accounts. Our quarterly review provides you with potentially tax-saving or profit-making advice throughout the year, rather than after the year end when it might be too late (as with traditional accountants). It also gives you the assurance that we’ve checked over your records and there are no significant errors with your bookkeeping. If there are errors, we can correct them or help you correct them so that you know the reports provided by online accounting are accurate.
We do this for you. Following the completion of your bookkeeping up to the year end, we’ll log into your online accounts and take what we need to prepare your annual accounts. So there’s no need to drop off your cashbook, or email your spreadsheets, or send us a backup of your data. If we do need anything else such as invoices or bank statements, we’ll let you know. As we’ve already reviewed most of your accounting period, there’s less work to do after the year end. So you won’t have to wait long for your annual accounts and tax return. It’s a much more efficient method than how traditional accountants work, so it saves you fees.

Quarterly

If you add this service, inform us of any changes to employees or their pay at least 1 week before the pay date. We’ll then provide and submit to HMRC, all the necessary weekly, monthly and annual reports and payslips.
We will show you. Following the setup, you will know how to get your transactions onto the software, either by manually entering transactions, or by downloading them from online banking. You will also know how to easily check that all the transactions have been entered. If you have any problems, don’t worry, we can log into your account at the same time to help.
We do this for you. Once we have received and entered your bookkeeping records up to the quarter end, we’ll then get straight onto preparing your quarterly accounts, and submitting your VAT return. You will still need to approve the VAT return and pay any tax due.
We do this for you. Following the completion of your bookkeeping each quarter, we’ll log in and review your online accounts. Our quarterly review provides you with potentially tax-saving or profit-making advice throughout the year, rather than after the year end when it might be too late (as with traditional accountants). It also gives you the assurance that we’ve checked over your records and there are no significant errors with your bookkeeping. If there are errors, we can correct them or help you correct them so that you know the reports provided by online accounting are accurate.
We do this for you. Following the completion of your bookkeeping up to the year end, we’ll log into your online accounts and take what we need to prepare your annual accounts. So there’s no need to drop off your cashbook, or email your spreadsheets, or send us a backup of your data. If we do need anything else such as invoices or bank statements, we’ll let you know. As we’ve already reviewed most of your accounting period, there’s less work to do after the year end. So you won’t have to wait long for your annual accounts and tax return. It’s a much more efficient method than how traditional accountants work, so it saves you fees.

Monthly

If you add this service, inform us of any changes to employees or their pay at least 1 week before the pay date. We’ll then provide and submit to HMRC, all the necessary weekly, monthly and annual reports and payslips.
We do this for you. We do all the bookkeeping for you, all you need to do is provide us with the records, as regularly as you like, then we’ll enter them and prepare your monthly accounts pack. You can log into your account at anytime to see how things are going and run any additional reports we don’t provide.
We do this for you. Once we have received and entered your bookkeeping records up to the quarter end, we’ll then get straight onto preparing your quarterly accounts, and submitting your VAT return. You will still need to approve the VAT return and pay any tax due.
We do this for you. Following the completion of your bookkeeping each quarter, we’ll log in and review your online accounts. Our quarterly review provides you with potentially tax-saving or profit-making advice throughout the year, rather than after the year end when it might be too late (as with traditional accountants). It also gives you the assurance that we’ve checked over your records and there are no significant errors with your bookkeeping. If there are errors, we can correct them or help you correct them so that you know the reports provided by online accounting are accurate.
We do this for you. Following the completion of your bookkeeping up to the year end, we’ll log into your online accounts and take what we need to prepare your annual accounts. So there’s no need to drop off your cashbook, or email your spreadsheets, or send us a backup of your data. If we do need anything else such as invoices or bank statements, we’ll let you know. As we’ve already reviewed most of your accounting period, there’s less work to do after the year end. So you won’t have to wait long for your annual accounts and tax return. It’s a much more efficient method than how traditional accountants work, so it saves you fees.

Signing and submitting your accounts and tax

We upload your documents to a secure online portal – it’s more safer than email and obviously much quicker than by post. You can then review and approve the documents online using a legally binding electronic authorisation service. You can even use an image of your actual signature on your accounts if you want to. We then submit everything for you to HMRC and if applicable Companies House.

From appointing us, to preparing your accounts, to submitting everything to HMRC – in effect you could potentially have a same day online service!

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What our clients say about us
L FergusonL FergusonPaul Ferguson Electrical Ltd
I really appreciate your help, I know we pay you but you have been worth every penny and I am truly thankful for your assistance!!"

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Iain CowardIain CowardBiggerbet Ltd

Paul did a great job with our accounts. He delivered on deadline with minimum hassle for us. He uses technology very well and this helps provide top-notch service.

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Zafer SaygilierZafer SaygilierSayturk Ltd
I have been dealing with Paul for the past 2 years, he has been amazing sorting out my very complex and disorganised affairs in no time and has provided me with clear advice and solutions tailored to me and my operations . I would recommend him and his professional services to anyone without any hesitation."

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Jhem MurrayJhem MurrayJeystone Media Ltd
We have used several accounting firms in the past and switched quite a few times, but since discovering Paul Colman FCA I can say with confidence that this is the level of service and value we have been looking for all along.

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Martin KruusimägiMartin Kruusimägi
It has been great working with Paul. He is punctual and accurate, but I most appreciate the fact that I can go to him with any question, no matter how insignificant or elaborate. Thanks Paul, it's been a pleasure!"

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Tauqir ButtTauqir Buttwww.menstondental.co.uk

This is the first time I have used cloud based accounting. It has been a refreshing change. I found Paul to be extremely helpful in setting things up being a new user. Communication was done by email and i always received a response within a day. Very knowledgeable and excellent communication. And a fantastic bonus was that the service was 1/3 cheaper than what i was paying using a traditional accountant. I would without hesitation recommend Paul. Just brilliant.

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Annie MulvanyAnnie MulvanyFreelance Show Caller

Paul was a delight to work with. Flexible, understanding and endlessly patient; I would recommend him in a heartbeat.

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D McIvorD McIvorBeyond the Fridge (Frome) Ltd
We’ve been with Cloudbook Accountants for some time now and would highly recommend Paul Colman FCA to any business looking for a truly enlightened advocate of online accounting and integration to online services. Having experienced several accountancy firms during my career, both large and small, I can honestly say that Cloudbook’s holistic approach to our business is by comparison the most efficient and cost effective, something we’ve long been searching for!"

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Steven TrotterSteven Trotter
Many thanks for a very fast and professional job and look forward to working with you again."

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Trevor HolmesTrevor HolmesPrecise Marketing Ltd
I have yet to meet someone as meticulous with numbers and calculations as Paul. An extremely personable individual who knows his work inside-out. He is highly self-motivated, independent and efficient – all the qualities that I look for in an accountant for my business. All of my accounting needs are immediately processed well ahead of schedule. Paul plays a pivotal role in all my financing activities, which allows me to successfully grow my company. He will be an asset to any company that decides to use his services and I recommend him completely for any accounting needs."

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Gabrielle ShegogGabrielle ShegogSimple Software Solutions Ltd

Paul has been invaluable in providing accountancy services for my small business. As a small business owner, my time is valuable and so it's great having the piece of mind that I can rely on Paul to sort out my accounts for me. He is always prompt and clear in explaining anything I don't understand and I look forward to working with him well into the future.

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A CuryA CuryHouse of Greenland Ltd
Since the beginning of our start up and especially during busy and pressuring times, Paul has been by our side to help us dealing with accountancy. His patience with my lack of talent with numbers was amazing - I thank him for that and would recommend him in a heartbeat."

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Jesús CarreraJesús CarreraBitien Ltd

It took me a while to find an accountant that understands the needs of the modern times. Paul is very good at using cloud systems that reduces unnecessary paperwork (specially in printed form), and accelerate communications. My accounting and bookkeeping is less annoying now. Thanks Paul.

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Anthony PearceAnthony PearcePearce UK Consulting Ltd
Good accountant with proven electronic processes."

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Mike BellMike BellJourneys To Wellbeing Ltd
Paul Colman takes all the pressure off and lets us get on with our work by taking care of the little detail as well as the big picture."

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© 2016 CloudBook Accountants Ltd | Registered in England and Wales 08966635 | Registered Office: 22 Bosworth Gardens, Newcastle Upon Tyne, NE6 5UN
Leave a message: 0191 4065 351 | Email: contact@cloud-book.co.uk | Twitter: @CloudAcountants

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