Client Questionnaire

Brighton Promenade looking towards Hove

Gersha Newnham

about the founder

After working for many years in a financial institution in Brighton I decided to grasp the opportunity to set up Umbrella Bookkeeping services, I recognised the need for small to medium sized businesses to have a more cost effective solution for their bookkeeping and financial needs. If you are a small business who needs help keeping on top of your finances, I can work on a basis to suit your needs and budget.

meet the team

Brighton Bookkeeping Service‍

By leaving bookkeeping and accounts preparation to your accountant at year end your business is not keeping track of essential management information throughout the year. By having this information to hand, as well as a Cashflow forecast vs Actuals and Key performance indicators, you can see how your business is performing, and most importantly, in which areas it needs attention.

Bookkeeping • Financial Analysis • Cash Flow • Financial Management

Financial statements preparation ie. Profit and Loss & Balance sheet
Setting up computerised or manual bookkeeping systems
Maintenance of Purchase, Sales and Nominal ledgers
Monthly, Quarterly bank reconciliations
Debtors and Creditors listings
Chasing Debtors
Paying Creditors
Accruals and prepayments

Depreciation journals
Analysing and posting of petty cash journals
Cash flow forecasts
Financial Analysis (Monthly KPI’s)
Budget Forecasts
Visits to your place of business to pick up paper-work and drop it off
Monthly, quarterly meeting to go through the management reports and/or financial analysis
Quarterly VAT returns & Tax Returns