Seamless Bookkeeping Transition for a Building Contractor
About the business
How we helped
The retirement of a trusted bookkeeper can be a stressful time for any business owner. Adrian required reliable, ongoing support for bookkeeping, CIS, and VAT management.
While switching to Xero was an option, Adrian valued the familiarity and efficiency of Sage, especially during a busy period for his company. The challenge was to ensure a smooth handover and maintain the accuracy and compliance of all financial records.
TPT stepped in to provide a tailored, hands-on transition that allowed Adrian to continue using Sage while benefiting from dependable, professional support. Abby, one of TPT’s Sage experts, worked closely with Adrian and his accountants to bring all records fully up to date, ensuring that the handover from the outgoing bookkeeper was seamless and stress-free.
What we did
- Ongoing Bookkeeping & Compliance: TPT took on all aspects of bookkeeping, CIS, VAT and payroll compliance, managing everything directly within Sage to ensure accuracy and continuity.
- Clear Communication: Regular online meetings were scheduled to keep Adrian informed, answer any questions, and make sure all records remained accurate and compliant.
- Responsive Support: The TPT team provided prompt, professional assistance at every step, making the transition smooth and giving Adrian confidence that his accounts were in safe hands.
Where we are now
With TPT’s support, bookkeeping became a simple, stress-free part of running the business. All compliance requirements were met efficiently and professionally, without any disruption to Adrian’s preferred way of working.
Adrian was able to focus on his core business, secure in the knowledge that his financial records were well-managed, and that ongoing support and open communication would provide continued peace of mind.
In the client’s words
“Abby and Kate at The Paperwork Team have made my bookkeeping element of my business such an easy, stress-free aspect now. Nothing is too much bother and everything is swiftly dealt with in the utmost professional manner, making my life so much easier. Highly, highly recommended services they provide.”
Adrian Francis, AP Francis Building Contractors