Global Bookkeeping Week: Meet the team keeping your numbers decision-ready
It’s Global Bookkeeping Week, the perfect moment to shine a light on the people who keep records accurate, deadlines calm and decisions confident. Below, each team member answers two quick questions about how they support the department and our clients.
Kate
What’s the main responsibility of your team, and why does it matter to clients?
Kate’s team keeps financial records accurate, organised and up to date — from day-to-day bookkeeping to VAT returns and reconciliations — so clients can understand performance, meet HMRC requirements and focus on growth.
How do you stop a complex issue becoming a client problem?
By digging into the root cause fast, explaining it in plain English, coordinating with the wider team and quietly resolving it so everything keeps running smoothly.
Jen
How do you deliver the right answer quickly, without drama?
Start with what the client needs and why, find the right transactions/reports, review for accuracy, and give clear, calm updates so decisions are easy.
How do you give clients confidence that it’s all under control?
Maintain fully up-to-date records and produce clear, structured reports (covering transactions, supplier invoices and VAT) — then explain the data simply so clients always know where they stand.
Max
Where is technical accuracy most critical — and how does it protect clients?
Reconciliations and VAT treatment. Every transaction is checked and backed by the right paperwork so figures are reliable, compliant and genuinely useful.
What’s “quiet but crucial” that would cause chaos if missed?
Bank reconciliations. Matching, coding and accounting for every item keeps reports balanced and VAT right — you only notice this job when it hasn’t been done.
Ildi
How do you keep work moving smoothly from start to finish?
With clear systems, consistent workflows and strong communication: DEXT pipelines mapped to each client, written procedures and standard templates, plus tools that integrate with Xero to automate the time-consuming bits. A supportive, curious team culture does the rest.
How does your work help the team deliver faster with fewer errors?
Clean, consistent coding and up-to-date reconciliations mean managers can move straight on, VAT returns run on time, and no one wastes cycles chasing missing documents.
Emma
What kind of client issue do you like taking off their plate?
Untangling messy or inaccurate records. By setting up smart feeds and supplier connections into the accounting software, monthly bookkeeping becomes lighter and less stressful for owners — whatever their size.
How do you tackle a new challenge?
First, understand the client’s needs, involvement level and budget. Then explore options (including fresh systems), align with the team, present a practical plan, and iterate with client feedback so the solution actually sticks.
Alex
What are you responsible for that directly supports client work?
Day-to-day bookkeeping on a weekly/fortnightly/monthly rhythm, with a focus on purchase ledger and bank reconciliations — always ensuring the paperwork supports VAT. If something looks unusual, ask early and solve the puzzle quickly.
What’s the most valuable thing you’ve learned about client care?
The steps may be similar, but every client is different. Understanding expectations and communication styles helps tailor support so clients always feel confident and cared for.
A final word
Great bookkeeping is mostly invisible — and that’s the point. Accurate records, tidy processes and timely reconciliations mean smoother months, simpler VAT and better decisions. Thanks to the team for making that happen, day in and day out.
If you’d like help streamlining your bookkeeping — from smarter capture to cleaner reconciliations — get in touch and we’ll map the right workflow for your business.