This package is a good fit if...
- Up to 100 transactions, one UK account, up to 3 months
- Complete bank statement or export available
- Not yet VAT-registered, or VAT is handled separately
← All fixed-price servicesBANK TRANSACTION RECORDING
Bookkeeping catch-up
Turn a backlog of UK bank transactions into tidy records.
Vetted UK expert Scope checked before work starts Filing receipt where applicable
CHECK THE SCOPE
Is this right for you?
Fixed pricing works when the job is clearly defined. Use these checks before paying.
Ask for a custom quote if...
- ×Bookkeeping software setup (separate service)
- ×Xero/QuickBooks-specific import files (only if separately agreed)
- ×Matching individual bills or invoices to transactions
- ×VAT-registered bookkeeping. Our ongoing bookkeeping package covers this, just ask.
- ×Payroll entries
- ×Accounts preparation or tax return filing
CLEAR FROM THE START
What is included
One defined service, one clear price and no surprise additions.
Recording and categorisation of bank transactions, delivered as Excel or CSV, your choice
Bank reconciliation to your account balance
BEFORE WE BEGIN
What we will need from you
Having these details ready helps your expert begin without delay.
- CSV or Excel export directly from the bank
- Start and end dates for the catch-up period
- Business type and short description of activities
- Existing chart of accounts, if one must be followed
- Notes on transfers, owner payments and unusual items
- Preferred Xero, QuickBooks or accountant import format
A finished outcome, not just activity.
- Categorised transaction file
- Control-total check
- Import-ready Excel output and query notes
Know exactly what happens next.
- ✓Upload one complete bank export and explain the business activity
- ✓Your expert categorises movements and flags unclear items
- ✓You answer one consolidated query list
- ✓We deliver the checked, import-ready Excel file
Turnaround starts once the required information is complete and the standard scope is confirmed.
FROM BACKLOG TO CLEAN DATA
Turn bank transactions into usable records.
One bank export goes through a clear three-stage workflow, with questions flagged rather than guessed.
1UK bank accountUnlimited transactions in scope
⇩INPUT
Supply the bank export
Send a complete CSV or Excel export for one continuous period.
- No banking login needed
- Opening and closing dates
- Business activity notes
≡CLEAN-UP
Categorise and check
Each movement is organised into a sensible accounting category.
- Income and expense headings
- Transfers and owner payments
- Unclear items flagged
XLOUTPUT
Receive a clean file
Get structured data ready for your software import or accountant.
- Control totals checked
- Source descriptions retained
- Xero or QuickBooks format
Good to knowBank-only bookkeeping does not include VAT coding, invoice matching or a full multi-account reconciliation.
Catch up my bookkeeping →HOW IT WORKS
Choose, pay, done.
A simple handover with a clear expert responsible for the work.
⌕
Check the scope
Make sure the package fits, then provide the essential details.
£
Pay securely
Pay the displayed price online. There are no surprise bills.
✓
Your expert gets it done
Complete onboarding and a vetted UK professional takes responsibility.
HELPFUL INFORMATION
Understand bookkeeping catch-up before you buy.
Plain-English guidance for customers who want more detail. The package scope and price shown above remain the commercial terms for this service.
Quick rule
This package records and categorises bank transactions - it isn't full bookkeeping, VAT coding, or software posting.
- Good categories turn a bank statement into information that can support accounts, tax work and management decisions
- Reconciliation means proving that the records agree to an external source, usually the bank balance, after accounting for timing and any missing entries
- This package checks the completeness and totals of the supplied bank data and produces a structured transaction file
- A full bookkeeping reconciliation across invoices, cards, loans and accounting software is outside the one-account scope
EXPERTS YOU CAN TRUST
Professional work, properly checked.
Experlu experts go through identity, qualification and experience checks before serving customers. Quality is monitored through ongoing customer feedback.
4-step vetting processUK-based professionalsClear scope before payment
✓
Clear scope. No surprise bills.
If your job falls outside the stated scope, we will explain why and agree a new quote before work starts.
Is the transaction count really unlimited?+
Yes, for one electronic bank export covering one UK bank account and a continuous period. Multiple accounts, PDFs requiring manual extraction or fragmented records need a quote.
Do you need my online banking login?+
No. Never send banking credentials. Supply a CSV or Excel export downloaded from your bank.
Does this include VAT coding?+
No. The £99 package records and categorises bank transactions. VAT treatment and return preparation require invoices and a wider review.
Will you import the file into my software?+
The package provides a compatible Excel import file. Direct access, mapping and posting inside your Xero or QuickBooks organisation are not included.
What happens with unclear transactions?+
We flag them and ask one focused set of questions. Items that remain unclear are labelled for your accountant rather than guessed.
ONE LESS THING ON YOUR LIST
Ready to hand this over?
£99 + VAT · 3-day turnaround once your information is complete.
Buy bookkeeping catch-up →Not sure it fits? Ask before you buy