Monthly Bookkeeping Service UK —
Accurate, On Time, Every Month

Monthly bookkeeping with Britvex starts from £49/mo for sole traders and small businesses, rising depending on transaction volume and complexity. All fees are fixed and agreed upfront — no hourly rates and no surprise charges. Book a free consultation for an exact quote for your business.

We work with all leading cloud accounting platforms including Xero, QuickBooks, Sage and FreeAgent. If you’re not already using cloud accounting, we’ll migrate you to your preferred platform free of charge as part of your onboarding — usually within 5 working days.

UK businesses are legally required to keep accurate financial records — HMRC requires records to be kept for at least 6 years. If you’re VAT registered (turnover above £90,000), Making Tax Digital requires you to keep digital records and file VAT returns using approved software. Monthly bookkeeping ensures you’re always compliant.

Most clients use automatic bank feeds so no manual sending is needed — transactions flow directly into your accounting software. For invoices and receipts, you can upload via our client portal, email them to us, or use a receipt scanning app. We set up whichever method works best for you during onboarding.

Yes — we handle the entire transition. We contact your previous bookkeeper for records and data, set up your accounts on our systems and ensure there’s no gap in your bookkeeping. Most transitions complete within 5 working days with zero disruption to your business.

Using the same bank account for business and personal spending is one of the most common mistakes — especially for sole traders and new limited companies. It makes bookkeeping significantly more complex, creates risk of HMRC enquiry and makes it impossible to accurately track business expenses. We always advise opening a dedicated business account and keeping a clear separation from day one.

Annual bookkeeping is not bookkeeping — it’s an archaeological dig. Receipts are lost, bank statements are incomplete, supplier invoices are missing and transactions from 11 months ago are impossible to recall. Monthly bookkeeping eliminates this completely — everything is processed as it happens, errors are caught immediately and your books are always current. The cost of catching up is always higher than the cost of staying current.

Claiming personal expenses through your business — gym memberships, non-business meals, home improvements or personal travel — is one of the most common causes of HMRC enquiry. We review all expense categories and ensure only genuinely allowable business expenses are claimed. We also ensure you’re claiming everything you are entitled to — both are equally important.

Money taken from a limited company that isn’t salary or dividends is a director’s loan — and if not repaid within 9 months of the company’s year end, a 33.75% S455 tax charge applies. Many business owners are unaware of this. Monthly bookkeeping catches overdrawn director loan accounts as they develop, giving you time to act before the year-end deadline.

Unreconciled bookkeeping is not bookkeeping — it’s a list of transactions with no verification. Without monthly bank reconciliation, duplicate entries, missing payments and fraudulent transactions go undetected. We reconcile every account monthly as a standard part of our bookkeeping service — ensuring your books match your bank to the penny.

For VAT-registered businesses, every transaction needs the correct VAT treatment recorded — standard rate, reduced rate, zero rate, exempt or outside scope. Getting this wrong means either over-claiming VAT (creating an HMRC liability) or under-claiming (leaving money on the table). Under Making Tax Digital, incorrect VAT records can also trigger digital compliance penalties. We apply the correct VAT treatment to every transaction automatically.