Business Details
4 Years
experience
Trusted Bookkeeping Services for Creatives & Businesses
Founded in 2022, That's Ideal is a family-run bookkeeping firm dedicated to supporting creative professionals, influencers, and traditional businesses. Our team combines technical expertise with a personal touch, using cloud-based software like Xero to provide real-time financial insights. We prioritise client relationships, offering tailored guidance to help businesses stay compliant while focusing on growth. With over 100 clients served, we specialise in daily bookkeeping, payroll management, and cash flow forecasting.Our approach blends professionalism with genuine care, ensuring clients feel supported through every stage of their business journey. We actively engage with niche markets such as animal-friendly companies and content creators, reflecting our commitment to diverse industries. Our team's qualifications, including membership with the International Association of Bookkeepers, underscore our dedication to excellence.
Services
Bookkeeping
Payroll Processing
VAT Returns
Xero Training
Cash Flow Forecasting
Details
- Year established: 2022
Highlights and features
- We serve over 100 creative and traditional businesses with tailored financial solutions
- Our team includes Xero-certified professionals with industry-specific expertise
- Daily bookkeeping services ensure real-time financial visibility and compliance
- Specialist support for content creators, animal-friendly businesses, and creatives
- Bespoke training programs to help clients master financial management tools
Associations and certifications
- International Association of Bookkeepers
What people say
Changed the way I operate
Supportive guidance
Saved valuable time
Positive approach
Helped business growth
Services
Daily Bookkeeping
Our daily bookkeeping service ensures continuous financial oversight using cloud-based Xero software. We track income and expenses, manage accounts payable/receivable, and maintain accurate records for compliance. Clients benefit from real-time financial insights that support strategic decision-making while freeing up creative time for core business activities.
Payroll Processing
We handle complete payroll management including CIS submissions and tax calculations. Our Xero-integrated system ensures accurate employee payments and compliance with HMRC requirements. Businesses receive timely reports and support for wage-related queries, allowing stress-free staff management while maintaining regulatory compliance through automated processes.
VAT Returns
Our VAT return service provides continuous monitoring and preparation of quarterly submissions. We ensure accurate calculations and timely filings while offering strategic advice on VAT schemes. Clients receive regular updates on cash flow implications and compliance requirements, helping them maintain HMRC compliance while optimising tax positions through professional guidance.
Xero Training
We offer customised Xero training programs for businesses transitioning to digital bookkeeping. Our sessions cover system setup, bank reconciliation, invoice management, and report generation. Clients gain confidence in using financial tools independently while receiving ongoing support to maximise software functionality for their specific business needs.
Cash Flow Forecasting
Our cash flow forecasting service provides predictive financial modelling using real-time data. We analyse income patterns, expense trends, and tax obligations to create actionable forecasts. Businesses receive strategic guidance for managing seasonal fluctuations and planning growth initiatives while maintaining financial stability through proactive budget management and scenario planning.
People
Jayne
Founder
With over a decade of bookkeeping experience, Jayne established That's Ideal to support creative entrepreneurs. A qualified member of the International Association of Bookkeepers, she specialises in helping creatives and influencers manage their finances while maintaining work-life balance through holistic business support.
Neil
Bookkeeper and Accountant
Neil combines technical expertise with creative industry understanding. His background in IT and fitness sectors informs his approach to financial management, focusing on streamlining processes for content creators and traditional businesses while maintaining compliance through digital bookkeeping solutions.
Gabby
Marketing and Admin
Gabby brings creative industry experience to her role, understanding the unique financial challenges faced by content creators. She supports bookkeeping operations while leveraging her film and photography background to help creatives maintain financial organisation without compromising artistic productivity.
Questions
What industries do you specialise in?
We specialise in supporting creatives, content creators, influencers, and animal-friendly businesses while serving traditional sectors with equal expertise.
How do you help content creators with bookkeeping?
We manage income tracking, expense claims, and tax compliance for social media influencers, streamers, and YouTubers using digital tools like Xero.
Do you offer software training?
Yes, we provide bespoke Xero and Dext training to help clients understand their financial systems and maintain organisation independently.
How does your daily bookkeeping service work?
We update financial records daily using cloud software, providing real-time insights through Xero dashboards and regular progress updates.
What makes you different from other bookkeepers?
Our creative industry experience combined with proactive support and tailored financial guidance creates unique value for our clients.
Reviews (4)
Paula White
May 30, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
HIghly recommend Jayne and her team at That's Ideal
HIghly recommend Jayne and her team at That's Ideal
Melissa Snover
Apr 29, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Fantastic Support for my business - very diligent, helpful and meticulous - we are so grateful to have had Jayne's assistance over the past 3 years - she is a total life saver
Fantastic Support for my business - very diligent, helpful and meticulous - we are so grateful to have had Jayne's assistance over the past 3 years - she is a total life saver
Heath House
Apr 08, 2021
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I have worked with Jayne for 7 years. She is utterly dependable. She is extremely knowledgeable and so thorough. She has been a very active member of the team and helped us build our business. On a personal level she is kind, funny, understanding , empathetic and full of wisdom. We could not do with out her. Best EVER.
Louie Clegg
Mar 31, 2021
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Positive:Professionalism,Responsiveness
My business wouldn't operate as efficiently if it wasn't for Jayne & the team at That's Ideal. Over the past 10 years as we have grown I know I can trust that the invoices are all issued on time and my VAT is up to date. They are responsive and professional with my clients and frankly I wouldn't trust anyone else.
My business wouldn't operate as efficiently if it wasn't for Jayne & the team at That's Ideal. Over the past 10 years as we have grown I know I can trust that the invoices are all issued on time and my VAT is up to date. They are responsive and professional with my clients and frankly I wouldn't trust anyone else.
