UK Retail Bookkeeping Support

I operate a retail business in the United Kingdom and need an experienced accountant to take full ownership of our ongoing bookkeeping. All records must be maintained to UK standards, ready for HMRC review and Making Tax Digital compliance.

Core scope
• Post and reconcile daily sales, purchase invoices, and all bank / card transactions.
• Maintain accurate ledgers and a clean, audit-ready chart of accounts.
• Produce monthly management reports—P&L, balance sheet, cash-flow snapshot—no later than five working days after month-end.
• Prepare and file quarterly VAT returns in line with UK retail rules (including partial exemption if relevant).
• Liaise with me via email or a brief call to resolve discrepancies within 48 hours of discovery.

Preferred tools
We currently use Xero but are open to QuickBooks Online or Sage if you are demonstrably faster and more efficient on those platforms.

Acceptance criteria
A month is considered complete when the trial balance ties to all bank statements, control accounts are fully reconciled, and the agreed-upon management pack is delivered on time.

Please outline:
– Your UK retail bookkeeping experience (years, typical transaction volume).
– Certifications (e.g. AAT, ACCA) and software proficiencies.
– How you handle secure document transfer and GDPR data protection.

I plan to start immediately once the right fit is confirmed and expect this to be an ongoing engagement.