Halo Bookkeeping & Accounting Limited

What do your numbers really tell you? Do you put time aside to review your business performance? If the answer is no, then let's make a change! To run a successful business it's not all about lead generation and chasing down those sales. Yes of course, you wouldn't have a business without these things, but making time to review your business is essential to success. Many business owners assume a bookkeeper is there to ensure compliance and make sure your accounts are reconciled from month to month. In actual fact we do so much more than that. At Halo Bookkeeping we love to support our clients with their goal setting. Monitoring business performance is key to achieving those goals. We hold our clients accountable by having monthly meetings to review their KPI's. You may not understand what all the reports are for in your accounting software or how to interpret them, but that's where we come in. We're on the journey with you, fancy starting a new journey to success? Get in touch today!

Dreaming of growing your business? It all starts with understanding your cash flow. Growth isn't just about those big dreams, it's about making smarter decisions and you can only do that if you've got access to the relevant data and you understand it. Our cash flow forecasting services keep you prepared for the unknown, let's face it business is unpredictable but by forecasting you can be prepared for anything! Knowing where you have dips and troughs in your cash flow means you can be more organised in the months ahead and take the appropriate action to get those costs covered. Whether it means putting money to one side for a rainy day, cutting back on spending or bringing in more revenue, you'll have clarity to make informed decisions, rather than just winging it! Shall we have a chat about getting you more clarity of your cash flow?

Hello March! As we step into the final month of the first quarter, it's the perfect time to reflect on our progress and set our sights on the goals ahead. March brings new opportunities, fresh beginnings, and the chance to make the most of the momentum we've built so far this year. Let's embrace this time to celebrate our wins and look ahead to our future success.

How much is it costing you avoiding hiring a bookkeeper? Did you know that by keep putting off hiring a bookkeeper to take control of your finances you could be loosing out on money? You're probably worried about the expense of hiring a bookkeeper but in actual fact when you have a bookkeeper by your side you'll be saving money. We will ensure that you're claiming for every vital expense, we'll show you ways to become more productive and streamlined in your business by using the best software and automation. We will ensure that you're compliant and won't be hit with any nasty surprises from the taxman. Above all, we will save you time and after all time is money!

"Roses are red, violets are blue, your business deserves love—and great bookkeeping too!" This Valentine’s Day, we’re celebrating something close to our hearts: our love for bookkeeping! Why? Because we know that when your books are cared for, your business thrives ?? Loving your business means giving it the attention it deserves—whether that’s tracking every transaction, ensuring compliance, or helping you understand your numbers so you can grow with confidence that’s why we’re here: to take care of your books so you can focus on what you do best.

What software do you use in your business that you couldn't live without? As Halo Bookkeeping we use Client Engager this ensures the security of our clients data and means that we can share sensitive data between ourselves securely. We use this software to manage our workload, communicate with clients, produce proposals, track leads and ensure compliance. This one piece of software has helped us to streamline our business so we can give our clients the best service possible. Are you using your software to it's full potential? Get in touch to find out how we can help streamline your bookkeeping processes.

Don't you just love getting paid? When the money hit's the bank, is it a relief or is it just exciting to see your bank balance grow? Either way at Halo Bookkeeping we can help you to manage your money more wisely. Whether it's assisting with credit control, to get those payments in or producing a cash flow forecast to give you an insight into what the future holds for your business, we're here to support you. Get in touch today.

Positive feedback from our clients is so important to us. When we're acknowledged for doing a great job it gives us reassurance that we're appreciated, which motivates us to really do our very best for our clients. It's also crucial to the growth of our business because recommendations give an insight into what it's actually like to work with us. We're pleased to share with you a recent testimonial from one of our clients. Thank you so much to Hallam Read Construction for your kind words. It's much appreciated.

What Does a Bookkeeper Actually Do? You’ve probably heard the term “bookkeeper,” but what does it actually mean? A bookkeeper does more than just track transactions. We’re the financial organisers behind the scenes, keeping your business running smoothly. Here’s a snapshot of what we do: - Track and Categorise Expenses: Every penny in and out is recorded and organised. - Reconcile Accounts: We ensure your bank accounts match your records. - Prepare Financial Reports: Profit & Loss, Balance Sheets, Cash Flow—we turn numbers into insights. - Support Tax Prep: We keep your books in order so tax season is a breeze. - Cash Flow Monitoring: Helping you avoid nasty surprises by staying ahead of your finances. - Provide Financial Clarity: We give you the confidence to make informed decisions about your business. It’s not just about the numbers. It’s about giving you peace of mind and freeing you up to focus on growing your business. Need help staying on top of your books? Let’s chat about how I can make bookkeeping stress-free for you. DM me today!

Hi I'm Trudie Howman and I'd like to talk to share with you today, what it's like to work with Halo Bookkeeping. At Halo Bookkeeping we like to get to know our clients on a personal level. We're strong believers that by getting to know our clients we have a better understanding of what their goals and aspirations are. Understanding what motivates a business owner like you, means we can not only help you to set realistic and achievable targets but we can make suggestions along the way to help you to work smarter not harder. We'd love to be on your 2025 journey alongside you. Get in touch today.