NexGen Bookkeeping Packages
At NexGen Bookkeeping & VA Services, we provide reliable, accurate and professional bookkeeping support designed to keep your finances organised, compliant, and up to date. Our bookkeeping packages are structured to support businesses at different stages — from sole traders to growing businesses with higher transaction volumes.
Each package includes the essential bookkeeping tasks required to maintain clean financial records and ensure your bookkeeping software remains accurate throughout the year.
Our packages are based on the typical monthly workload involved, giving you consistent support and predictable monthly costs.
Essential Bookkeeping
Ideal for sole traders, freelancers and small businesses with a low volume of transactions who want their finances organised and maintained professionally.
Typical support includes:
- Recording and categorising income and expenses
- Monthly bank reconciliation (up to 1 account)
- Maintaining organised financial records
- Ensuring transactions are correctly posted and coded
- Monthly bookkeeping updates to keep accounts up to date
- Basic financial summaries (if required)
- Email support for general bookkeeping/software queries (reasonable usage)
Suitable for businesses with up to approximately 50 transactions per month.
Business Growth Bookkeeping
Designed for growing businesses with increased financial activity, including VAT registered businesses or those needing more regular bookkeeping oversight.
This package provides a more comprehensive level of support to ensure your financial records remain accurate and consistently maintained.
Typical support includes:
- Recording and categorising all income and expenses
- Monthly bank and payment platform reconciliation (up to 2 accounts)
- Accounts payable and receivable tracking
- Monitoring outstanding invoices and payments
- Maintaining organised financial records
- Monthly financial summaries (income and expense overview)
- Liaising with your accountant (if required)
- Email support for ongoing bookkeeping/software queries (reasonable usage)
Suitable for businesses with approximately 50–150 transactions per month.
Advanced Bookkeeping
Ideal for established businesses with more complex bookkeeping needs, higher transaction volumes, multiple revenue streams, or those requiring ongoing finance support.
At this level, we take a more active role in ensuring your bookkeeping remains accurate, structured, and ready for VAT, payroll, or year-end reporting.
Typical support includes:
- Full bookkeeping and transaction management
- Monthly bank, credit card and payment platform reconciliations (up to 4 accounts)
- Accounts payable and receivable tracking
- Monitoring and chasing outstanding invoices (if required)
- Supplier and expense tracking
- Monthly management-style summaries (high-level overview)
- Preparing financial information for your accountant
- Ongoing support and financial organisation
- Priority support response times
Suitable for businesses with 150+ transactions per month or more complex bookkeeping requirements.
What Counts as a Transaction?
For pricing purposes, a transaction includes any item such as:
- Bank payments or receipts
- Card transactions
- Invoices
- Supplier bills
- Credit notes
- Journal entries posted to the accounting software
If your transaction volume is significantly higher than expected, your package can be adjusted accordingly.
Additional Services (Quoted Separately)
If your business requires support outside your package, we also offer additional services including:
- Historical bookkeeping catch-up and clean-up work
- Preparing reports and documentation for year-end accounts
- Invoice and expense organisation
- Xero/QuickBooks setup and support
- Liaising with your accountant
- Preparing bookkeeping reports and summaries
- Software training and onboarding
These services can be quoted separately depending on the level of work involved.
Flexible Support for Your Business
Every business operates differently, which is why our services are designed to be flexible. If your business grows, becomes VAT registered, or your transaction volume increases, your package can be adjusted to ensure you continue receiving the right level of support.
Hourly Bookkeeping Rate
Some clients prefer flexible support rather than a fixed monthly package. For ad-hoc work or tasks outside the scope of your bookkeeping package, services can be provided on an hourly basis.
Important Note
As an AAT Licensed Bookkeeper, bookkeeping, VAT and payroll services can be provided in line with AAT guidelines. Where required, we can work alongside your accountant to ensure your records are accurate and ready for year-end accounts and tax submissions.
To enquire about our bookkeeping services, please get in touch today and we’ll arrange a free initial discussion to talk through your requirements.