Services
SBVA offers a wide range of services designed to help boost efficiency, save time and ensure your business continues to run smoothly.
With my support, you can focus on what you do best while I handle the rest. Let’s work together to make your business more efficient and stress-free.
Admin / Business Support
From managing your diary and scheduling appointments to arranging meetings and booking conference facilities, I’ll make sure everything is planned and organised efficiently. I can also create and update databases, spreadsheets, and CRM systems to keep your records accurate and up to date.
Inbox & Communication Management
A cluttered inbox can be overwhelming, but I’ll help you get it under control. I can organise your emails, keep your inbox clear and ensure you never miss an important message or enquiry again.
Travel & Expense Management
Need to arrange travel? I’ll research the best options for flights, accommodation, and transport, so you don’t have to. I can also process expenses, sort paperwork and use an Excel budget template to track income and expenditure – especially useful for self-assessment.
Streamlining Business Processes
Keeping everything running smoothly is key. So I can organise files into structured folders, create step-by-step guides for internal processes and ensure your CRM is cleaned up and de-duplicated.
Professional Document Creation
Whether you need a polished presentation or a well-formatted report in Word, I can turn your data into professional, easy-to-read documents that make an impact.
Bookkeeping Services
Managing your business finances can be time-consuming, but with my support, you can stay on top of everything without the stress. Whether you need help processing paperwork, tracking transactions, or preparing for tax submissions, I’ve got you covered.
With my bookkeeping support, you can spend your time and effort focusing on growing your business – while I handle the numbers.
Paperwork Processing
I’ll handle your financial documents efficiently using Xero*, ensuring everything is recorded and organised.
Sales & Purchase Ledger
Keeping track of what’s coming in and going out is essential. I’ll manage your sales and purchase ledgers, so your records stay accurate and up to date.
Bank & Credit Card Reconciliations
No more worrying about mismatched transactions – I’ll make sure your bank and credit card statements align perfectly with your accounts.
Aged Receivables & Payables Schedules
I’ll prepare clear schedules to show what’s owed to you and what you need to pay, helping you manage cash flow effectively.
Chasing Overdue Payments
Late payments can be a headache, especially when you’ve invested time into building strong working relationships with your clients. I’ll take care of following up with customers, following up on missed payments to ensure you get paid on time.
MTD Self-Assessments
With Making Tax Digital (MTD) deadlines approaching, I can help you prepare and submit your quarterly self-assessments – whether you want to do it together or have me handle it for you*. (From April 2026 for £50k+ earners and April 2027 for £30k+ earners.)
*additional costs apply
I’m not currently offering payroll services.
At this time I’m only taking on clients who are currently under the VAT threshold.
Packages
SBVA offer a range of flexible packages designed to provide the best value and support for both your budget, and your business requirements.
Bookkeeping ESSENTIALS
- Up to 100 trx per quarter
- Registration with HMRC
- Posting purchase invoices & expenses
- Posting credit card transactions & reconciliations
- Quarterly bank reconciliations
- Email support
- Quarterly Zoom call for bookkeeping
- Making Tax Digital ready
Bookkeeping EXPERT
- Up to 100 trx per month
- Registration with HMRC
- Posting purchase invoices & expenses
- Posting credit card transactions & reconciliations
- Monthly bank reconciliations
- Email support
- Monthly Zoom call for bookkeeping
- Raising & sending customer invoices
- Basic credit control
- Making Tax Digital ready
- Liaise with your accountant
Bookkeeping EXECUTIVE
- Up to 250 trx per month
- Registration with HMRC
- Posting purchase invoices & expenses
- Posting credit card transactions & reconciliations
- Weekly bank reconciliations
- Email & telephone support
- Monthly Zoom call for bookkeeping
- Raising & sending customer invoices
- Enhanced credit control
- Setting up payments to suppliers
- Inventory
- Making Tax Digital ready
- Liaise with your accountant
BRONZE
- Bookkeeping ESSENTIALS
- Inbox & Diary Management
SILVER
- Bookkeeping EXPERT
- Inbox & Diary Management
GOLD
- Bookkeeping EXECUTIVE
- Inbox & Diary Management
Inbox Management
- Checking inbox twice a day
- Responding to enquiries with a holding email
- Flagging emails that need your attention
- Filing emails that do not require an action / reply
- Unsubscribing from junk mail
- Setting up and managing folders
Diary Management
- Diary management to ensure no overwhelm
- Arranging meetings
- Travel & accommodation
Adhoc Services
- Adhoc admin support charged by the hour
- Inbox Zero
Power Hour
- Targeted training, admin or bookkeeping support sessions
- 1-2-1 private coaching tailored to your needs
SB Virtual Assistant and Bookkeeping Services
Here to lighten your load