Welcome to our personal accounting service, where we take the stress out of your financial journey. At Monies, we’re here to ensure that your individual financial goals are not just met, but met with precision and care – because let’s face it, your money deserves nothing less. Whether you’re scratching your head over tax forms, pondering your pension, or simply want to make your money work harder for you, our team of financial wizards has got your back. So, sit back, relax, and let’s make your financial dreams a reality – after all, life’s too short for money worries, isn’t it?
Ready to streamline your financial management? Request an online quote today and take the first step towards financial peace of mind.
Get a quote
Tailor your accounting experience to suit your needs with Monies. We offer flexible options that can be customised to fit your business requirements, ensuring you get the services you need, when you need them.
Our team is dedicated to providing a comfortable and supportive experience. Your personal accountant client manager is on hand to answer any questions.
Simplify your receipt and document management with Monies. Our hassle-free OCR technology allows you to capture data on-the-go anywhere, anytime, ensuring smooth financial transactions.
Say goodbye to tax return headaches with Monies. Our comprehensive service includes handling your self-assessment tax return, ensuring compliance and peace of mind come tax season.
Grow your business with confidence with Monies. Our easily scalable service adapts to your evolving needs, providing the support you need to succeed at every stage of your journey.
Relax knowing that your accounts are in capable hands with Monies. We take care of all the legwork, managing your accounts efficiently and accurately so you can focus on what you do best – running your business.
At Monies, our expert accountants are here to help you optimise your personal finances in a way that’s as unique as you are. With our tailored approach, we can assist you in minimising tax liabilities, crafting an investment strategy, cash flow management, retirement planning and debt management. Not to mention those pesky self-assessment tax forms!
To help us guide you through your personal finances, we’ll need some key details and documents. This includes financial statements like bank and investment records, tax documents, and records of your expenses like bills and receipts. Don’t forget to share information about your assets and liabilities, along with your current budget and how much risk you’re comfortable with. With this info, we can customise our advice to fit your needs perfectly, helping you reach your financial goals with ease.
Explore our FAQ section for quick answers to your questions. Toggle through the subject questions for specific answers.
We utilise the two leading cloud software providers, Xero and QuickBooks. Rest assured, our team members are all Xero certified and QuickBooks Pro advisors, ensuring expert support at your fingertips.
These platforms integrate seamlessly with other pre-accounting software, accelerating data collection and analysis. Additionally, they connect directly to banking systems, facilitating payment data collection.
Absolutely. You'll be responsible for capturing information digitally using the technology we deploy, along with maintaining bank permissions to connect the software. From there, all processing and storage of documentation are automated and secure. While our teams ensure each step works correctly, there's always a human element to ensure everything runs smoothly.
We offer a comprehensive range of compliance services, including year end accounts, VAT returns, bookkeeping, payroll processing, and tax and business advice. What sets us apart is our use of technology to operate efficiently and communicate effectively with you. Additionally, we provide a range of enhanced advisory services to support your business growth.
Advisory services go beyond the typical tax returns and accounts. They dive deep into supporting stakeholders in running and enhancing their businesses. From strategic planning and budgeting to scrutinising management accounts and decoding key metrics, these services pave the way for businesses to flourish. Investing time in these areas often results in accelerated growth and improved stability.
Absolutely! Working together with you our process is quick and seamless. We'll handle all communication with your previous accountants for you.
Simply request a quote and book a call. Our instant quote tool will provide an estimate of charges for the services you require. After completing the quote, we'll schedule an online meeting to define your specific needs. If we're a good fit, we'll provide a comprehensive proposal and letter of engagement for signing before onboarding begins.
As part of our onboarding, we'll conduct anti-money laundering checks digitally, requiring you to securely upload documents. We'll also request contact details of your previous accountants for tax history and may ask for authority from HMRC to act on your behalf, which may involve forwarding a code sent by HMRC.
You'll have a dedicated advisor at Monies who will be your first point of contact. Your accountant client manager will ensure that all agreed services are planned and delivered according to our responsibilities to you. They'll take the time to understand your goals, adding the human touch to our digitally led services.
The onboarding process typically takes a couple of days while we gather the necessary information. Ensuring accurate setup on our system is crucial for swift and efficient service delivery. Rest assured, we'll complete this process as quickly as possible.
Absolutely. While we embrace technology, we understand that people work best with people. Our goal is to enhance efficiency through collaborative tech solutions, but at our core, we're humans helping other humans.
You play a crucial part in the process. We'll agree on the services we'll provide and highlight your role. Your accountant client manager will work closely with you to ensure clarity on our respective responsibilities.
You do your part, and we'll take care of the rest. From collaborating on tasks to ensuring efficient service delivery, we're here to support you every step of the way.
Kickstart your journey to stress-free financial management.
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Our instant quote tool provides an estimate of charges for the services you need, tailored to your requirements.
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Once you've received your quote, we’ll be in touch to kickstart the process. We'll need some basic information to ensure we understand your specific needs and preferences.
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Enjoy a complimentary consultation with one of our expert advisors. We'll discuss your goals, address any questions or concerns you may have, and tailor our services to meet your requirements.
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Sit back and relax as we take care of the rest. From managing your accounts to providing ongoing support and guidance, our team is dedicated to ensuring your financial success.
Ready to streamline your financial management? Request an online quote today and take the first step towards financial peace of mind.
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Request an online quote today and take the first step towards financial peace of mind.