Clear boundaries.
Careful handling.
We take the responsibility of looking after our customers’ information seriously.
Bookkeeping & Finance Administration
Simply Sorted 4U can help with practical financial administration, including:
- Preparing and issuing invoices using information supplied and approved by the client.
- Maintaining invoice trackers.
- Sending payment reminders.
- Organising receipts and financial paperwork.
- Entering information into spreadsheets.
- Maintaining income and expenditure trackers.
- Organising expense records.
- General financial administration and document organisation.
Important service boundaries
We provide administrative support, not accountancy, tax or regulated financial advice.
Unless appropriately qualified, authorised and registered where required, we do not:
- Provide tax advice or recommend tax treatments.
- Prepare or submit tax returns or VAT returns.
- Prepare statutory accounts or certify financial statements.
- Make decisions about tax liabilities or allowable expenses.
- Provide regulated financial or investment advice.
- Authorise payments, transfer money or make financial decisions on behalf of clients.
Any bookkeeping or financial record-keeping services will only be offered where the relevant professional and regulatory requirements have been checked and met.
Our role is to help clients keep their administration organised, not to replace their accountant or tax adviser.
Confidentiality & Data Protection
At Simply Sorted 4U, we understand that customers are trusting us with personal and business information.
We treat all information with care, discretion and respect.
We are committed to:
- Keeping personal and business information confidential.
- Only accessing information needed to complete the agreed work.
- Using customer information only for the purpose it was provided.
- Storing documents and information securely.
- Never sharing information with unauthorised individuals or organisations.
- Not discussing customer affairs or business matters with third parties without appropriate permission, unless legally required.
- Keeping information only for as long as necessary and disposing of it securely when it is no longer needed.
Where we handle personal information on behalf of a business customer, we will work within agreed data protection arrangements and follow the customer’s documented instructions.
We take the responsibility of looking after our customers’ information seriously.
These service commitments do not replace our full privacy notice or any agreed client data protection arrangements. Read how contact-form enquiries are handled below.
How your enquiry reaches us
Our contact form uses FormSubmit to forward the name, contact details, service choices and message you provide to Lauren at lauren@simplysorted4u.co.uk, hosted by IONOS.
We use these details to respond to your enquiry and discuss the support you have requested. This does not sign you up for marketing.
FormSubmit retains form submissions for 30 days. See FormSubmit’s privacy information. Enquiries also remain in our business mailbox for as long as needed to handle the enquiry and any agreed work, subject to applicable record-keeping obligations.
Please do not submit passwords, bank details, financial statements or sensitive documents through this form. We will agree appropriate arrangements if documents are needed for client work.
For a question about your information, email Lauren at the address above. Our full privacy notice and client-specific data protection arrangements are being finalised.