Bookkeeping Services — Winchester

Bookkeeping that keeps you in the know

Good bookkeeping isn't just tidy records — it's knowing where your business stands at any moment, staying MTD-compliant, and making year-end a non-event. We keep your Xero accurate and reconciled, so your numbers are always ready when you need them.

Prefer to talk? Call 01962 435112

Xero

Set up, run and reconciled by certified advisors

Real-time

Always-current numbers, not a year-end catch-up

MTD-ready

Digital records that meet HMRC's rules

Reconciled

Every transaction matched and categorised

What's Included

Books that are always up to date

We keep on top of the day-to-day so your accounts are accurate all year — and your year-end almost prepares itself.

Transaction processing

We record and categorise your sales, purchases and expenses accurately, so every figure in your accounts means something.

Day to Day

Bank reconciliation

We match your bank feed to your records regularly, catching errors and duplicates early and keeping your cash position accurate.

Accuracy

Xero set-up & training

As Xero-certified advisors we set up your chart of accounts properly and show you the bits you'll use day to day — invoicing, bills and bank rules.

Xero

Receipt & paperwork capture

Snap a receipt and it flows straight into your records with tools like Hubdoc and Dext — no shoeboxes, no lost VAT.

Digital

VAT-ready records

Your books are kept in the digital, MTD-compliant format that makes quarterly VAT returns quick and accurate. See VAT returns.

MTD

Management information

Up-to-date books mean we can show you real numbers — margins, debtors, cash — whenever you want them, not months after the fact.

Insight
Across the Packages

Bookkeeping that scales with you

Every package includes bookkeeping — the difference is how much. Lighter-touch reconciliation on Lite, more transactions on Core, and full outsourced bookkeeping on Complete where we run the lot.

All packages include a Xero subscription (our recommended software). View full package details →

Worth knowing

All packages include a Xero subscription. We configure it to your business so the data is genuinely useful — not just compliant.

Lite
The Lite Package
from£120/month
Foundations
  • Xero subscription included
  • Monthly bank reconciliation (up to 50 transactions)
  • VAT-ready digital records
  • Year-end accounts from your books
Book a call
Complete
The Complete Package
from£250/month
Fully outsourced
  • Full bookkeeping & transaction processing (unlimited)
  • Monthly management accounts
  • We run your books end to end
  • Unlimited phone support
Book a call
Why Lumi

A Chartered Accountant in your corner

You deal directly with a qualified ICAEW Chartered Accountant — not a call centre or a different junior every year.

ICAEW Chartered & qualified

Your accounts are prepared and reviewed by a Chartered Accountant — the gold standard for technical accuracy and trust.

Plain English, always

We explain what your numbers mean and what to do about them — no jargon, no acronym-soup, no pretending it's more complicated than it is.

Deadlines never missed

We work to your dates well in advance and chase what we need from you, so late-filing penalties simply don't happen.

Fixed monthly fee

Your accounts and tax are part of one transparent monthly fee — no hourly billing, no year-end invoice shock.

What Clients Say

Trusted by Hampshire businesses

★★★★★

"Chris was brilliant. He helped me fix some messy VAT issues right at the start and has been incredibly responsive ever since. I really appreciated the useful advice on the next steps for my business. Proactive, professional, and highly recommended!"

Ben Verified Google Review
★★★★★

"Lumi were the only accountancy that consistently provided me with timely responses to enquiries and questions enabling me to make effective business decisions quickly. They make completing accounts simple from an owner's perspective who needs to focus on running and growing the business."

Lee Spicer Verified Google Review

Read our reviews on Google →

Questions

Bookkeeping, explained

Bookkeeping is the day-to-day recording of every transaction; accounts are the formal year-end summary built from those records. Good bookkeeping makes accurate accounts (and tax returns) far easier — which is why we keep them current all year.
If you're VAT-registered you must keep digital records under Making Tax Digital. Even if you're not, accurate books are what tell you whether you're actually making money — and they make your year-end cheaper and faster.
Yes — Xero is our recommended software and is included in every package, and we're Xero-certified advisors. We're happy to work with other software too if you already use it.
It depends on your package and transaction volume — typically monthly bank reconciliation, with Complete clients getting continuous, fully outsourced bookkeeping. Either way your records stay current, not left to year-end.
Yes. We regularly take on businesses whose records have fallen behind, get them clean and current, and keep them that way. Book a call and we'll scope it out.
Get Started

Ready to get your books under control?

Book a free 30-minute call. We'll look at where your bookkeeping is now and how we can keep it accurate, current and MTD-ready.

Further Reading

Related guides

Plain-English reads for business owners.

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Figures, thresholds and deadlines on this page reflect UK rules current at the time of writing and are general information, not advice for your specific circumstances. Please get in touch before acting.