Business Details
11 Years
experience
Expert Bookkeeping Services in Somerset
Established in 2015, Beeline Bookkeeping provides professional bookkeeping and accounting services to small businesses across South Somerset. Our expertise spans financial accounts, VAT returns, self-assessment tax returns, and management reporting, supported by proficiency in leading accounting software like Xero and QuickBooks. Regulated by the Institute of Certified Bookkeepers (ICB), we adhere to rigorous ethical and technical standards, ensuring compliance with anti-money laundering regulations and data protection laws. Our approach prioritises clarity, offering non-technical explanations of financial regulations and actionable insights to support informed business decisions.With a focus on local businesses, including limited companies, sole traders, and partnerships, we deliver tailored solutions to optimise cash flow, simplify tax obligations, and enhance financial transparency. Our services extend to credit control, bank reconciliations, year-end accounts preparation, and cash flow forecasting, all designed to alleviate administrative burdens and empower business growth. Backed by certifications as a Xero and QuickBooks partner, we combine technical excellence with a friendly, client-centric ethos to build long-term trust and reliability.
Services
Bookkeeping
VAT Returns
Self-Assessment Tax Returns
Management Accounts
Cash Flow Forecasting
Year-End Accounts Preparation
Details
- Year established: 2015
Highlights and features
- Established in 2015 with expertise in financial accounts and cloud accounting software.
- Regulated by the Institute of Certified Bookkeepers (ICB) for ethical and technical standards.
- Specialise in non-technical financial explanations and actionable business insights.
- Serve diverse industries including hospitality, retail, and services in South Somerset.
- Offer cash flow forecasting and compliance support to reduce administrative burdens.
Associations and certifications
- Institute of Certified Bookkeepers (ICB)
- Certified Xero Partner
- Certified QuickBooks Partner
What people say
Professional and efficient
Excellent service
Reliable and accurate
Friendly and knowledgeable
Fantastic Xero trainer
Services
Bookkeeping
Comprehensive bookkeeping services for small businesses, including recording customer and supplier transactions, bank reconciliations, and fixed asset management. Ensures accurate financial records to support compliance and decision-making. Tailored to industries like hospitality, retail, and services.
VAT Returns
Preparation and submission of VAT returns with reconciliation of transactions to ensure correct tax payments. Helps businesses avoid penalties through timely and accurate filings, adhering to HMRC requirements for sole traders and companies.
Self-Assessment Tax Returns
Completion and submission of personal self-assessment tax returns for business owners. Reduces stress and errors in tax reporting, ensuring compliance with HMRC regulations and minimising financial risks.
Management Accounts
Preparation of customised management reports to track business performance. Provides actionable insights for informed decision-making, helping businesses optimise operations and drive sustainable growth through regular financial updates.
Cash Flow Forecasting
Development of cash flow forecasts based on historical and projected transactions. Enables businesses to manage liquidity effectively, avoid cash shortages, and utilise surpluses efficiently for strategic growth planning.
People
Nicky
Proprietor
Nicky is a licensed bookkeeper regulated by the Institute of Certified Bookkeepers (ICB) with Practise Licence Number 16531. She specialises in cloud accounting software and provides tailored financial solutions to small businesses in South Somerset.
Questions
What services does Beeline Bookkeeping offer?
We provide bookkeeping, VAT returns, self-assessment tax returns, management accounts, cash flow forecasting, and year-end account preparation for small businesses.
Which areas do you serve?
We cover Langport, Somerton, Curry Rivel, Street, Glastonbury, Bridgwater, Yeovil, and surrounding villages in South Somerset.
Are you regulated and certified?
Yes, we are regulated by the Institute of Certified Bookkeepers (ICB) and certified as Xero and QuickBooks partners.
How do you ensure data security?
We comply with the Data Protection Act 1998 and use cloud-based software with automatic backups for secure financial management.
Can you help with accounting software?
Yes, we specialise in Xero and QuickBooks, offering training and support to streamline your financial processes.
