Level Accounting

How We work & FAQs

We’ll guide you through four key stages…

If your accountant doesn’t understand your business inside out, you need a new accountant. At Level, we’re a straight-talking bunch from Bolton who’ll get on the same page as you from day one, so we know exactly what you need.

1. Getting your numbers right

It’s easy to get overwhelmed by costs, expenses, salaries, revenues and tax so you can leave all that to us. We’ll make sure your numbers add up for your business, for Companies house and for HMRC, and we’ll show you how to keep them up-to-date.

We’ll also show you how the right numbers can give you a status report on the health of your business, and help you set up dashboards that show how you’re performing, and what your future profits will be,

This’ll let you focus on what really drives your business profits, and help you spot trends, to help you make better business decisions.

2. Getting your systems right

Admin and red tape stops you working on your business or spending time with your family, so we’ll get you up to speed with the best cloud-based accounting systems in the world, which will handle everything for you.

Software like Xero provides access to instant data and insights into how your business is doing. And it’s all really easy to understand so you can make faster and more informed decisions. You’ll wonder how you managed without it.

We’ll start with analysing your current business systems and processes and then get you and any employees trained on the new technology. Bookkeeping will become automated and you can spend more time on making your business succeed.

3. Growing your business

Experience has taught us that successful businesses grow by slowly chipping away at bigger goal. So we’ll work with you to create a simple step-by-step plan, with tasks to complete based on your goals. We’ll have regular review meetings to chart your progress and track your achievements – like a personal trainer for your business.

4. Making you wealthy

The end game is what it’s all about – we are accountants after all. So in everything we do, the ultimate goal is making you and your family wealthier through efficient tax planning and business growth.

Frequently asked questions

Not necessarily. We work in a way that enables us to look after all our clients admin and paperwork online via the internet. And naturally this allows our clients to be located anywhere. Providing you are happy for meetings to be held via Skype, we are happy to work with you. Naturally, being a northern business, most of our clients are located close enough to meet in person, whether that means them coming to us, or us going to them. We even provide access to our diaries via this website, so you can easily setup a meeting that suits your schedule.
We understand some businesses as they get larger might want us to take over their payroll, or do some of the bookkeeping themselves, so the add-ons are interchangeable. You just need to give us a month’s notice!
The support can include anything, from a quick query of “how do I do this in Xero?” to mortgage applications, issues with HMRC, and partner buy outs. Some of the tasks that either take much longer or require a lot more work, such as tax inspections, may require a fee but these are all agreed beforehand and only if it’s something outside the scope of our work.
It’s very common for our clients to move from other accountant. And we make it so, so easy to switch to us. All you need to do is notify us who your current accountant is and we’ll take it from there. It couldn’t be easier!

These are the next steps:

  1. You’ll receive a Next Steps email to confirm your package, payment plan and what’s next
  2. Fill out our online direct debit mandate via GoCardless
  3. We’ll take some details from you via an online form to enable us to speak to HMRC on your behalf.
  4. We’ll need to perform some background ID checks.
  5. We’ll set up your organisation in Xero and work out a plan with you to get you up and running.

Normally this mean importing your previous set of accounts, connecting your Bank Account and import of any missing Bank transactions. All in all we would need 30 minutes of your time.

We will help you transfer all of your data from your existing platform over to Xero. There are a number of tools that help us do this so that all your data can remain intact and you can pick up on Xero right where you left off!
All fees are agreed upfront as part of our standard package’s and collected on a monthly basis via Direct Debit on 1st of each month.
Select one of the packages on our “Accounting” page and fill in your details. We will review and get in touch to book an introduction meeting, or give us a call and we’ll arrange a meeting to run through everything with you. At the meeting we’ll work out what package is best for you, agree any business objective or structural changes and get your Xero implemented.
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