Your Bookkeeping, Sorted — From Day One
Our onboarding process is designed to take you from scattered statements and platform payouts to clean, organised, creator-ready books. We focus on simplifying your setup, automating as much as possible, and giving you a clear financial foundation you can trust. From connecting your accounts to cleaning up past records and delivering easy-to-read reports, we make bookkeeping effortless so you can stay focused on creating.
Welcome to Your Bookkeeping Setup
Get your creator finances organised, automated and up to date.
This is how we’ll take you from “no idea what’s going on” to clean, clear books you can trust.
🧩 Step 1: Quick Kick-Off Call
Goal: Understand how you earn and spend.
We’ll cover:
Which platforms pay you (YouTube, TikTok, Twitch, OF, Patreon, etc.)
How you currently track income and expenses (if at all!)
Whether you’re a sole trader or limited company
Any problems you’ve had with bookkeeping or HMRC
Output: A simple action plan for getting your books in shape.
🧾 Step 2: Collect Your Records
Goal: Gather everything we need to build accurate books.
We’ll ask you to upload:
Bank and card statements
Platform payout reports (AdSense, Stripe, PayPal, Wise, etc.)
Invoices you’ve issued (if you use them)
Big expense receipts (equipment, travel, software, editing, etc.)
You can drag and drop everything into our secure portal — no endless email chains.
Don’t worry if it’s messy or incomplete. That’s what we’re here for.
🔗 Step 3: Connect Your Accounts & Platforms
Goal: Automate as much as possible.
We’ll help you connect:
Business bank accounts
Payment processors (Stripe, PayPal, Wise, etc.)
Key earning platforms where possible
This lets us pull transactions in automatically, reduce manual data entry, and keep your books up to date with minimal effort from you.
Less admin for you. More accurate data for us. Win–win.
🗂️ Step 4: Build Your Creator Chart of Accounts
Goal: Organise your income and expenses in a way that makes sense for a creator.
We set up custom categories for things like:
🎥 Content costs: videographers, editors, thumbnails
💻 Equipment: cameras, lighting, mics, laptops
✈️ Travel & events: meetups, shoots, creator trips
📱 Software & apps: editing tools, schedulers, CRM
🤝 Collabs & fees: agency cuts, management fees
This means your reports show what’s actually happening in your creator business, not just generic accounting lines.
🧮 Step 5: Clean Up & Catch Up
Goal: Bring your bookkeeping fully up to date.
We:
Import historical data (previous months/years)
Reconcile transactions against your bank
Match payouts to platforms and income streams
Fix duplicates, mis-categorised items and gaps
End result: clean, reconciled books with a clear start point going forward.
📊 Step 6: Monthly Bookkeeping in Motion
Goal: Keep your books accurate, every month.
On an ongoing basis we:
Pull in new bank and platform transactions
Categorise income and expenses
Reconcile your accounts
Flag anything unusual or missing
Keep everything ready for tax and year-end
You’ll get a consistent, reliable bookkeeping rhythm without having to do it yourself.
📈 Step 7: Simple, Creator-Friendly Reports
Goal: Turn numbers into insights you can actually use.
Each period you’ll see:
Total income by platform (YouTube, TikTok, OF, etc.)
Biggest income streams (brand deals, ads, subs, affiliates, products)
Key expense breakdowns (content, travel, software, team)
Profit, cash position and estimated tax set-aside
No jargon, no 20-page reports — just clear visuals and key numbers.
💬 Step 8: Review & Refine
Goal: Make your bookkeeping work better for you over time.
We’ll regularly:
Review reports with you and answer questions
Adjust categories as your business evolves
Suggest tweaks to how you pay and spend
Spot opportunities to improve cash flow and tax efficiency
Your bookkeeping isn’t just “for the accountant” — it becomes a live dashboard for your creator business.
✅ Ready to Get Your Books Under Control?
Click below to start your bookkeeping onboarding, share your details, and meet the team who’ll keep your creator finances running smoothly in the background.