NewFree: The Clear Books Check. Are your books ready for HMRC?
Questions

The questions people ask before they call.

One of the most experienced and qualified bookkeepers in East Grinstead, Lisa de Haas, answers common questions about bookkeepers and bookkeeping.

What will I get?

The questions people ask about the result.

Do I need an accountant or bookkeeper?

You should have both. A bookkeeper is detail oriented: I keep the day-to-day books right. An accountant takes the overall view and is your tax adviser. I prepare everything so your accountant can finalize the annual accounts.

Annual reports →

My paperwork is a mess. Can you help me?

Yes. I have excelled in straightening out messy accounts. Call me and we can talk.

Apply to work with Lisa →

What do I need to do for Making Tax Digital for Income Tax?

It depends on your gross income from self-employment and property, before expenses. Over £50,000: from 6 April 2026. Over £30,000: from 6 April 2027. Over £20,000: from 6 April 2028. I keep the digital records and send the quarterly updates to HMRC as part of my MTD IT service. Not sure if it applies to you? Take the Clear Books Check.

MTD IT →

Can I trust you?

The questions people ask when they have been let down before.

Will I deal with you, and will you answer?

With me. One bookkeeper, you deal with me, not a team. Call me on 07729 524611. I get back to you within 48 hours, and if I miss your call, leave your name and number and I will ring you back within 48 hours.

Apply to work with Lisa →

I have been let down before. How do I know you are any good?

Read what my clients say in their own words. I have been in bookkeeping since 1977, in East Grinstead since 2005, and I am a Fellow of the Institute of Certified Bookkeepers. My practice number is 24615.

Reviews →

Will my books be right?

Yes. There are controls built into my procedures to make sure everything is correct, and every transaction is reconciled, so you can be sure the data is 100% accurate. Then you get reports, monthly, quarterly or annual, depending on how much control you want.

General bookkeeping →

Why pay a person when there is free software?

Software records what you put in. It does not tell you whether it is right. I check that every transaction is reconciled, and I explain what the numbers actually mean, so you can make decisions from them. I work in QuickBooks Online.

General bookkeeping →

How fast?

The questions people ask about the wait.

What happens when I call?

We talk, and we arrange a meeting so we can discuss what is needed and what you want. A price is quoted once we have agreed what the job is, and before we start.

Apply to work with Lisa →

How long does the Clear Books Check take?

Two minutes. Seven questions, a score out of 7 and your weakest spots in plain English.

Take the Clear Books Check →

How long until I hear back about a free review?

You get your summary back in about 14 days, if you qualify. I reply to every message within 48 hours.

About the free review →

How much work will it be, and what will it cost?

The questions people ask about time and money.

How much do you cost?

A standard fixed monthly fee, based on an agreed contract, set by the services requested and the size of the job. We talk first, and I quote a price once we have agreed what you need. You know the price before we start. The notice period is 30 days.

How I price →

How much bookkeeping needs doing, is it 3 invoices a month or 300?

Either. I ask roughly how many bank and card transactions you have each month so I know what I am looking at. The number does not rule you out.

Apply to work with Lisa →

How much of my time will it take?

Not much. You send me your documents, Dext Prepare captures them, and I do the rest in QuickBooks Online. That leaves you free to run your business.

General bookkeeping →

Do I have to submit my own VAT returns?

No. VAT returns are quarterly reports to HMRC based on the general bookkeeping, and I prepare them. If you have subcontractors in the construction industry, CIS is a monthly report to HMRC.

VAT returns →

What if I want to leave? Do I lose my books?

No. You do not lose your books. You have joint access to your accounting software (QuickBooks, for example), so the books stay available to you. The notice period is 30 days.

General bookkeeping →

Which software do you use?

I work exclusively with QuickBooks Online, and use Dext Prepare for document capturing.

General bookkeeping →

I do not understand accounting words. Will you explain things?

Yes, in plain words. Accounting is simple: you have income, you have expenses, and you have a bank or card account, and accounting is recording all of them. The words are the hard part, so I leave the jargon out.

Apply to work with Lisa →

Can you do something tailor-made?

Other tailor-made bookkeeping services can be considered and delivered.

Tell me what you need →

About the Clear Books Check

Is the Clear Books Check really free?

Yes. It takes two minutes, and there is nothing to download or sign.

Take the Clear Books Check →

What happens after the check?

You see your score and your weakest spots. If you would like me to look, you can book a free review, and I reply within 48 hours.

Take the Clear Books Check →

Is read-only access safe?

Lisa gets a login to look at your QuickBooks or Xero. She can only look. She cannot change anything.

About the free review →

What if I am not on QuickBooks Online?

The free review also works with Xero. If you use something else, a free consultation is still the right first step.

Apply to work with Lisa →

In plain English

What is bookkeeping?

The process of recording a company’s financial transactions in appropriate records and of summarising this information in the form of accounting reports.

What is VAT?

Value Added Tax. A 20% tax that you must collect from the customer and pay to the government if your turnover (sales) is £90,000 per year or above.

What is CIS?

Construction Industry Scheme. A tax a contractor must pay on behalf of a subcontractor.

What is a P&L?

Profit & Loss. A report for a time period showing income, costs and how much profit or loss you made.

What is a balance sheet?

A report on the financial position of your business at a point in time. A snapshot of what the company is worth.

P&L or balance sheet?

The P&L shows how profitably a company is run day to day. The balance sheet shows what it is worth based on its assets and liabilities.

Still have a question?

Call 07729 524611 or apply to work with Lisa.

Not sure yet? Take the Clear Books Check.