The Umbrella Team
If you are a small business who needs help keeping on top of your finances, I can work on a basis to suit your needs and budget.
Gersha
After working for many years in a financial institution in Brighton I decided to grasp the opportunity to set up Umbrella Bookkeeping services, I recognised the need for small to medium sized businesses to have a more cost effective solution for their bookkeeping and financial needs.
If you are a small business who needs help keeping on top of your finances, I can work on a basis to suit your needs and budget.
I am able to put my experience to good use and love working with Gersha and Tori with whom I have known for many years!
Angela
I joined Umbrella Bookkeeping in 2017, having previously worked in finance and accounting for almost 20 years. I love the Umbrella team and the variety of work that bookkeeping offers, working with a number of different companies and carrying out a wide range of tasks. I am able to put my experience to good use and love working with Gersha and Tori with whom I have known for many years!
I've worked in accounts since the age of 17, I started out working for a corporate company, this is where I met Gersha and Angela.
Tori
I've worked in accounts since the age of 17, I started out working for a corporate company, this is where I met Gersha and Angela, we immediately became friends. About 6 years ago, an opportunity arose for me to work from home doing bookkeeping which fit in nicely with family life. A little over a year ago I joined Gersha's team, which has been great, she really knows her stuff and I have learnt quite a lot from her.
After working for many years in a financial institution in Brighton I decided to grasp the opportunity to set up Umbrella Bookkeeping services, I recognised the need for small to medium sized businesses to have a more cost effective solution for their bookkeeping and financial needs. If you are a small business who needs help keeping on top of your finances, I can work on a basis to suit your needs and budget.
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By leaving bookkeeping and accounts preparation to your accountant at year end your business is not keeping track of essential management information throughout the year. By having this information to hand, as well as a Cashflow forecast vs Actuals and Key performance indicators, you can see how your business is performing, and most importantly, in which areas it needs attention.
- Financial statements preparation ie. Profit and Loss & Balance sheet
- Setting up computerised or manual bookkeeping systems
- Maintenance of Purchase, Sales and Nominal ledgers
- Monthly, Quarterly bank reconciliations
- Debtors and Creditors listings
- Chasing Debtors
- Paying Creditors
- Accruals and prepayments
- Depreciation journals
- Analysing and posting of petty cash journals
- Cash flow forecasts
- Financial Analysis (Monthly KPI’s)
- Budget Forecasts
- Visits to your place of business to pick up paper-work and drop it off
- Monthly, quarterly meeting to go through the management reports and/or financial analysis
- Quarterly VAT returns & Tax Returns
