FAQS

Wenzo Bookkeeping FAQs.

Plain answers about how Wenzo works. Getting started, your software and access, prices, the daily work, extra work and what happens if you leave.

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Short answers. Ask us anything else.

GETTING STARTED

Starting with
Wenzo.

How do I get started with Wenzo?

Book a free 30-minute call. We talk about your software, your bank accounts and how paperwork reaches you. With access you agree, we then review your records and send you one fixed monthly quote. Nothing starts until you agree.

What happens on the free call?

We ask which software you use, which bank and card accounts you have, where receipts and invoices arrive and roughly how many transactions you have each month. It helps us understand the work before we quote. Book a free call →

Who is the service for?

UK businesses that want their day-to-day bookkeeping done for them. Our plans cover annual turnover up to £5 million, and we quote separately above that.

My books are behind. Can you still help?

Yes. We agree a separate catch-up plan to bring your books up to date first. Then the daily service keeps them current. Read about catch-up bookkeeping →

SOFTWARE AND ACCESS

Your software,
your access.

Which accounting software do you work in?

We work in Xero, QuickBooks, Sage, FreeAgent, Zoho Books, Clear Books, KashFlow, Pandle, QuickFile, FreshBooks and VT Transaction+, and with Dext, Hubdoc or AutoEntry for receipts. See our Xero, QuickBooks, Sage and FreeAgent pages for more.

Do I need to change my software?

No. We work in the software you already use, so your records stay where they are and you keep the setup you know.

How do you get into my software?

You invite us as a user inside your own software. You stay in control, and you can remove our access at any time.

Do you need access to my email?

Only if you want finance inbox monitoring. With your authorisation, we check the inbox or folders you agree for supplier invoices and receipts. We do not look anywhere else.

Who pays for my software subscription?

You do. The subscription stays in your name and is paid separately from our fee.

PRICING

Fixed monthly
fees.

How much does the service cost?

Essentials is £295 per month for turnover up to £150,000. Plus is £495 per month for £150,000 to £500,000. Managed is £795 per month for £500,000 to £5 million. Above £5 million we put together a tailored quote. See our prices →

Do you charge by the hour?

No. You pay one fixed monthly fee, agreed after we review your records and workload. There is no hourly billing on the monthly packages.

Can one package cover more than one company?

No. Each package covers one entity, such as one limited company or one sole trade. A second company has its own package and its own quote.

DAILY WORK

What we do
every day.

What do you actually do each day?

Every UK working day we check your bank feeds, record sales and purchases and code transactions as they arrive. We match bank and card lines to invoices and receipts as part of your bank reconciliation.

What happens when a receipt or invoice is missing?

We list anything without a receipt or invoice and follow it up with you, so gaps do not build up until month-end.

What do I get at the end of each month?

A short monthly financial summary of where the month landed, with up-to-date records your accountant can use.

CATCH-UP AND EXTRAS

Work quoted
separately.

Are payroll, tax returns and annual accounts included?

No. Catch-up work, tax returns, payroll, CIS returns, VAT return submission and statutory filings are quoted separately. We quote them if you need them.

How is catch-up bookkeeping priced?

Catch-up or backlog work is quoted on its own, after we look at how far behind the books are. It is separate from your fixed monthly fee. Catch-up bookkeeping →

LEAVING

If you decide
to leave.

Can I stop the service?

Yes. Talk to us and we will agree an end date with you.

What happens to my records if I leave?

They stay in your own software, in your name, because that is where we did the work. You can remove our user access at any time.

STILL HAVE A QUESTION?

Talk to us about
your books.

Book a free 30-minute call, or send us a message on WhatsApp. We’ll answer your question and explain how the service would work for you.

Book a free call Or email [email protected] · call 020 7123 9335Message us on WhatsApp ↗
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