Welcome to Julia C Jones, BSc(Hons), Bookkeeping & Virtual Assistant Services.
I am an independent, AAT-qualified bookkeeper offering a professional service at competitive rates either remotely or in Cleobury Mortimer and the Shropshire, Worcestershire and Herefordshire areas.
I offer an adaptable, customised service dependent on my client’s needs and desires. This service gives my clients the freedom and time to concentrate on their key business confident in the knowledge that their finances are being expertly managed.
My clients can rely on my attention to detail, accurate reporting and efficient processing.
Bookkeeping Services
· purchase and sales ledgers · credit control · invoicing · VAT returns · bank payments and reconciliations · payrolls
Extended bookkeeping and accounting services
·management reports ·year-end preparation ·financial forecasting and p&l projections ·cash flow forecasting and budgets ·pricing and gross margins ·sales turnover & stock reports
Additional skills and business services, including:
·virtual assistant ·office management ·purchasing and stock control inc stock forecasting ·recruitment and HR ·software training – Xero, Sage, Excel ·risk assessments ·business continuity planning
Client Profile and Testimonials
I specialise in bookkeeping and accounting services for the sole trader, partnership and small to medium limited company.
My clients have included companies in the retail and hospitality industries, the charity sector, tourism, recruitment, employee engagement and retainment, manufacturing and distribution, farming and business services. With needs varying from weekly payrolls processed remotely to all round business services and office management.
I liaise closely with my clients’ accountants to ensure a tailored, efficient and accurate bookkeeping service.
“I’ve known Julia for many years and had no hesitation in recommending her to a client to maintain their books and records.” Steve Walsh, accountant
“Julia is an absolute pleasure to do business with. She is thoughtful, open and responsive. If you want something done well, it is her you ask.” Lance Cross, business consultant
“…knowledgeable, meticulous,conscientious and pleasant to work with.” Antonio Pileci, business owner
“Julia was a great suport to our business and fitted seamlessly into the team. She is extremely reliable, hard working and would be a great asset for your business.” Justin Woodman, business owner
“Julia is meticulous in her work and always on point. I feel secure in the knowledge that she never leaves a stone unturned. I would highly recommend her work.” Tabitha James-Kraan, business owner
About
I graduated from Bath University with a BSc(Hons) in Mathematics in 1992.
Following several years as a teacher of mathematics, I retrained and qualified as a bookkeeper in 2007. Whist self-employed as a bookkeeper, I have worked for a large variety of small and medium-sized companies from a cross-section of business sectors, offering a range of services.
I am friendly and reliable with a high attention to detail, offering a professional service with excellent customer focus. I am experienced in using a range of accounting and payroll software including Xero, Sage and Quickbooks, as well as MS Office.
I also achieved a Higher Diploma in Administrative Procedures to enhance and develop my office and managerial skills.
