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CIMA-qualified · Baildon, West Yorkshire

Accountant in Baildon & Shipley - Cloud accounting without the headache

Cloud accountants for sole traders and small businesses in Baildon, Shipley and across West Yorkshire. Stress-free HMRC and Companies House compliance with QuickBooks, Xero and Sage and a real human on the end of an email all year round.

Three levels of support: Core Hermit Services, a focused Financial Health Review, and an ongoing Profit and Growth Partnership.

Local pages: Accountant in Baildon · Accountant in Shipley

From
£195/mo
Ready for
MTD
Software
QuickBooks · Xero · Sage

Three levels of support

Start where you are, move up when the business needs it

Begin with the accountancy support you need now, use a focused review to identify the biggest priorities, then add ongoing financial leadership when the business is ready.

Level 1

Core Hermit Services

The essential accountancy and financial support that keeps your business accurate, compliant and informed.

  • Bookkeeping, VAT, accounts and tax
  • Management reporting and cashflow forecasting
  • Budgeting and financial decision support
  • QuickBooks, Xero and Sage support

From £195 a month

See the services

Level 2

Financial Health Review

A focused diagnostic review showing what is driving profit and cash, where the risks sit and what to do next.

  • Financial Health Score across six areas
  • Profitability, cash and forecast review
  • Five key opportunities and risks
  • Clear 90-day action plan

Fixed fee from £2,000

See Financial Health Review

Level 3

Profit and Growth Partnership

Ongoing profit, cash and decision support that turns the priorities from your review into sustained action.

  • Monthly management reporting and profitability review
  • Cashflow, forecast, KPIs and variance analysis
  • Quarterly scenarios and financial priorities
  • Progress tracked against the 90-day plan

Fixed monthly fee from £1,500

See Profit and Growth Partnership

Sound familiar?

What people usually ring us about

"I've no idea what I owe the taxman"

We tell you the number, when it's due and what to set aside each month, so there are no nasty January surprises.

"I don't know which customers or services are actually making me money"

We break profitability down so you can see where it's really coming from, and where it isn't.

See the Financial Health Review

"I get numbers every month, but nobody tells me what to actually do with them"

We turn what the numbers show into a short list of priorities, and check back on whether they got done.

See the Partnership

"I'm using QuickBooks, Xero or Sage but I don't really know what I'm doing"

We check the set up, fix what's been miscoded and show you the few things to do each week so the numbers can be trusted.

"I don't know how much cash I'd have left if a big customer paid late, or sales dipped"

We model what happens under pressure, not just what happens if everything goes to plan, so you know your real cash buffer.

See the Financial Health Review

"I'm about to make a big call, a hire, a new contract, a new site, and I want someone to sense-check it first"

We model the decision before you commit, so you're working from numbers rather than a gut feel.

See the Partnership

Certified Partner

QuickBooks, Xero & Sage Certified Partner

CIMA logo, the Chartered Institute of Management Accountants qualification badgeHMRC Making Tax Digital badge, shown as a blue and white 'MTD ready' emblemIntuit QuickBooks Certified ProAdvisor badge in green and whiteXero Certified Advisor badge with the blue Xero logoSage Accredited Partner badge with the green Sage logo

What we do

End-to-end accountancy. No job too big or too small

From day-to-day bookkeeping through to ongoing financial leadership, here's what's covered at each level.

Level 1

Core Hermit Services

  • Bookkeeping, VAT returns and bank reconciliation
  • Annual accounts and corporation tax
  • Self-assessment for directors and sole traders
  • QuickBooks, Xero and Sage setup, training and support
  • Monthly and quarterly management reporting
  • Cashflow forecasting and budgeting
See Core Hermit Services

Level 2

Financial Health Review

  • Financial Health Score across six areas
  • Profitability analysis: what's really driving margin
  • Cash and working capital review
  • Forecast and scenario testing (downside, base, upside)
  • Five key opportunities and risks
  • A 90-day action plan with owners and deadlines
See Financial Health Review

Level 3

Profit and Growth Partnership

  • Monthly management reporting and profitability review
  • Cashflow, forecast and KPI tracking
  • Variance analysis and priority actions each month
  • Quarterly deeper performance review and scenario modelling
  • Quarterly strategic priorities and 90-day plan progress
  • Decision support for major calls before you commit
See Profit and Growth Partnership

Why cloud accounting

It's not about going paperless. It's about running a better business.

Not sure which software is right for you? We'll help you choose, set it up and get you running, and you can try it for free.

QuickBooksXeroSage
  • 01Stay MTD-compliant with HMRC's Making Tax Digital
  • 02Live financial data, 24/7 from any device
  • 03Invoice on the go and track when they're opened
  • 04Automated credit control chases overdue payments
  • 05Effortless bank, credit card and PayPal reconciliation
  • 06Capture expenses by photographing receipts
  • 07Connect specialist apps for your industry
  • 08Payroll integration with fewer manual errors

Let's talk. Your first consultation is free.

Just starting out, switching accountants, or trying to get to grips with cloud software? Book a no-obligation chat.

Based in

Baildon, West Yorkshire

Serving sole traders and small companies across Yorkshire , Baildon, Shipley, Bradford, Leeds, Bingley, Ilkley, Guiseley, Otley, Keighley and Saltaire. See how we can help or read our client reviews.

Email

linda@hermit-business-solutions.co.uk

Consultations are free, drop us a line.

Qualifications

CIMA-qualified

Members in Practice, supporting MTD for VAT and income tax.