Business Details
Emergency
services
Your Trusted Bookkeeping Partner in Petersfield
Lucreative Business Services Bookkeeping has been providing expert financial services since 1997, founded by Catherine Roberts MA, MICB, CB.Dip. With over 25 years of experience in business analysis and bookkeeping, our team combines deep expertise in banking, investment software development, and hands-on trade business management. We specialise in delivering tailored bookkeeping solutions, HMRC compliance support, and financial training to businesses across Hampshire, Sussex, and Surrey. Our no-nonsense approach ensures clients maintain accurate records, streamline cashflow management, and meet statutory obligations efficiently. We work collaboratively with accountants and offer software selection guidance, including Making Tax Digital compliance.Our services range from one-off bookkeeping blitzes to ongoing support, with flexible delivery options to suit individual business needs. We prioritise clear communication, demystifying financial jargon, and empowering clients to make informed business decisions. Our proven track record serving local businesses demonstrates our commitment to quality and client satisfaction. We maintain professional accreditation through the Institute of Certified Bookkeepers (ICB No: 13850). Our services are designed to adapt to evolving business requirements while maintaining the highest standards of financial accuracy and compliance.
Services
Bookkeeping Services
VAT Returns
HMRC Compliance
Software Training
Financial Consultation
Highlights and features
- We have over 25 years of bookkeeping experience across diverse business sectors
- Our team combines banking expertise with practical trade business experience
- We work directly with your existing accountants or help find suitable professionals
- We provide Making Tax Digital compliance guidance and software implementation
- Our flexible service model adapts to both one-off and ongoing bookkeeping needs
Associations and certifications
- Institute of Certified Bookkeepers
Services
Bookkeeping Services
Lucreative Business Services provides comprehensive bookkeeping services maintaining accurate financial records. We handle day-to-day transactions, bank reconciliations, and expense management for businesses of all sizes. Our services ensure timely preparation of year-end accounts and VAT returns while helping businesses maintain HMRC compliance through Making Tax Digital initiatives. With flexible delivery options, we adapt to your specific requirements.
VAT Returns
We specialise in VAT return preparation and submission to HMRC. Our service includes accurate calculation of tax liabilities, record-keeping for VAT claims, and compliance with current regulations. We help businesses avoid penalties through timely submissions while providing clear explanations of tax obligations. Our expertise covers all standard VAT schemes and special arrangements.
HMRC Compliance
Lucreative Business Services ensures businesses meet all HMRC requirements including Making Tax Digital compliance. We provide guidance on Self Assessment Tax, payroll reporting, and record-keeping standards. Our service includes software selection for digital compliance, submission of statutory returns, and preparation for tax inspections. We help businesses maintain proper documentation and understand their ongoing compliance obligations.
Software Training
We offer tailored software training for accounting platforms like Sage, Xero, and FreeAgent. Our training covers basic operations through to advanced features for efficient financial management. We help businesses select appropriate software based on size and requirements while providing implementation support and ongoing training to maximise software benefits and ensure digital compliance.
Financial Consultation
Our financial consultation service provides expert guidance on cashflow management, profit maximisation, and business financial strategy. We help businesses interpret financial reports, improve financial processes, and make data-driven decisions. With our industry experience, we offer practical solutions to enhance financial performance and long-term business sustainability.
People
Catherine Roberts
Bookkeeper & Owner
Catherine Roberts MA, MICB, CB.Dip brings over 25 years of bookkeeping experience to Lucreative Business Services. With a background in banking and trade business management, she specialises in financial compliance and business analysis. Her practical approach helps businesses maintain accurate records and make informed financial decisions while working closely with accountants and HMRC.
Questions
What bookkeeping services do you offer?
We provide complete bookkeeping solutions including daily transaction recording, bank reconciliations, expense management, year-end accounts preparation, and VAT return submissions.
Do you work with local businesses?
We serve businesses across Hampshire, Sussex, and the Surrey-M3/A3 corridor including Portsmouth, Winchester, Chichester, Basingstoke, and Guildford.
Can you help with HMRC compliance?
Yes, we specialise in HMRC compliance including Making Tax Digital requirements, Self Assessment Tax, and VAT return submissions.
Do you work with accountants?
We collaborate with your existing accountant or can help you find suitable professionals to ensure coordinated financial management.
What software do you support?
We provide guidance on Sage, Xero, FreeAgent, and other accounting software platforms to help businesses select and implement appropriate digital solutions.
Are you available outside normal hours?
Our standard hours are Monday-Thursday 9-5, but we can accommodate urgent requests outside these times when needed.
