Bookkeeping
Keeping your financial records up-to-date and managing VAT can quickly become overwhelming, especially when you’d rather focus on what you love—growing your business. At JD Bookkeeping, we use Xero and Dext to seamlessly handle all your bookkeeping needs, from day-to-day transactions to VAT submissions. Our streamlined process ensures everything is accurate, compliant, and easy to access, giving you peace of mind and more time to dedicate to your passion.
Cash Flow Forecasting
Not knowing whether you can afford something can create uncertainty and hesitation when making important business decisions. With our cash flow forecasting service we provide a clear and precise view of your future finances so you will know whether you can afford that new staff member or increase that marketing budget. Stay ahead of the game with forecasts that are tailored to your business’s unique needs.
Financial Reporting
Navigating the world of financial reports can be daunting, but it’s vital for understanding the true health of your business. Using Xero, we deliver clear financial reports that offer insights into every aspect of your business's performance. With our guidance, you can turn these insights into strategic decisions that drive profitability and growth.
Xero Training
Whether you're new to Xero or looking to deepen your understanding, our 1-to-1 training sessions are tailored to your specific needs. As certified Xero advisors, we’ll guide you through the software step-by-step, ensuring you can efficiently handle everything from invoicing and bank reconciliation to VAT returns and financial reporting. Available virtually or in-person within South Devon, our training sessions will give you the skills to master Xero and take control of your business’s finances.
Bookkeeping Power Hour
Need quick, expert advice or help solving a specific bookkeeping challenge? Book a Power Hour with us.
Our Power Hour is a focused, one-on-one session where you get direct access to our expertise. Whether you’re stuck on a particular Xero feature, need help with reconciliation, or want guidance on VAT submissions, this hour is all about you. Bring your questions, and we'll provide the answers, tips, and strategies to help you. Perfect for business owners who need fast, efficient support without a long-term commitment.
Josie is fantastic to work with and has been like a breath of fresh air for our business. Working on our cashflow forecasting and budgeting, she has helped us focus and realign our strategy as well as shown us how to use Xero to it's full potential, making use of handy reporting functions which I had never come across before despite having used Xero for 2 years. VAT returns and general bookkeeping are also a breeze every month now thanks to Josie's amazing organisation.
Zoe Glanville
