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Are you a small business? Do you need help with your bookkeeping duties, however large or small?

Contact me for a free, informal, no obligation chat to see if I can help.

Based on the outskirts of Lymm, Cheshire, I offer a full range of bookkeeping  and accountancy services. With a large amount of experience as an accountant in both practice and in industry, coupled with a friendly and approachable attitude, I want to make your finances as straight-forward and easy to understand as possible, so I won’t confuse you with accounts jargon.

Covering Wigan to Winsford, Widnes to Wythenshawe, I’m equally happy to work from your premises or to take your books away and work on them at my office.

About

My name is Jane Oakley and I’ve worked in finance since 1991, firstly in accountancy firms, then in industry.  I know that most small businesses neither enjoy nor have the time to spend on the administration side, some find it baffling and frustrating, some find it a chore, and a lot find it both!  After all, you set up a business to do what you do best, not to do endless admin tasks.  Unfortunately though, the paperwork is a necessity, so I want to take that headache away from you and allow you to have the time to build your business to its full potential.  I’m happy to offer my services to anyone who needs them, so contact me and see if I can help you.

My background in practice was through a firm of Chartered Accountants, preparing accounts for sole traders, partnerships, and small Limited Companies.  I then moved into auditing for small and medium sized limited companies, as well as preparation and review of management accounts for clients on a monthly, quarterly basis, and annual basis.  I also prepared VAT and PAYE returns for local businesses along with book-keeping duties including payroll, maintaining ledgers and statement reconciliations.

After eight years in practice I moved to industry and have worked in various different industries over the years as a Management Accountant, Finance Manager and Financial Controller.  I have significant experience in a broad range of financial disciplines, from reconciliations right up to producing the Statutory Accounts for an AIM listed company.

Over the years I’ve also been active within local charities and clubs offering treasurer and auditing services and it was through these activities that I realised that helping people to do what they love offered greater job satisfaction than anything I’d done previously.  After hearing someone say “If I had to do the bookkeeping I would have given up running my business”, I decided to set up Heatley Accounting Services, to help local businesses concentrate on their business, while I concentrate on helping them.

Services

Not everyone needs a full set of accounts produced, or an audit undertaken, so I give you the services you personally want:

  • Processing bookkeeping entries either on your own systems, or on ours, whichever works best for you
  • Reconciling cash and bank accounts to ensure all entries have been accurately recorded
  • Reconciling debtors ledgers to ensure you have a full picture of what money is due from your customers
  • Reconciling creditors ledgers and supplier statements where available, so that you can easily see what you owe to suppliers
  • Preparing monthly and/or quarterly management accounts for internal use so you can monitor business results regularly
  • Preparing accounts to trial balance level so that you can see the full effect of the debits and credits entered
  • Preparing full annual accounts, profit and loss and balance sheet, giving you all the information required for the annual tax return
  • Auditing of your own bookkeeping records, to give you comfort and provide guidance if required
  • Preparing and submitting VAT Returns
  • Payroll duties; calculating deductions, providing payslips and meeting HMRC filing requirements
  • Preparing budgets and cashflow forecasts for your use to assist with decision making and planning
  • Preparing and submitting Companies House forms, tax returns etc.

Contact

Contact Us

Telephone: 01925 759338

Mobile:      07503 152181

www.heatleyas.co.uk

Email:info@heatleyas.co.uk

Heatley Accounting Services
2 Springfield Avenue
Lymm
Cheshire
WA13 9RS

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