Discover Our Services
Your trusted partner for all your accounting and bookkeeping needs.
What We Offer
Services for Sole Traders
Bookkeeping & Record-Keeping
- Recording your business income and expenses in a timely manner (bank transactions, invoices, receipts)
- Reconciling bank statements, digital records and ensuring everything is captured for tax purposes
- Using cloud software (e.g., Xero, QuickBooks) so you can view your financials anywhere
- Keeping your records Making Tax Digital (MTD)-ready if required by HMRC.
Self Assessment / Income Tax Returns for Sole Traders
- Preparing and submitting your Self Assessment tax return each year (deadline 31 January)
- Ensuring you claim the correct business expenses (so you minimise tax)
- Advising on how much to put aside for tax and National Insurance so you aren’t caught by surprise.
VAT Registration & VAT Returns
- Advising whether you need to register for VAT (e.g., when turnover crosses the threshold)
- Preparing and submitting VAT returns every quarter (or monthly)
- Ensuring you comply with the rules on VAT-inclusive/exclusive pricing, reclaiming VAT on expenses etc.
Payroll / PAYE (if you employ staff or pay yourself via a company later)
- If your business grows and you take on employees (or pay yourself via payroll in a limited company structure), handling payroll, RTI submissions, National Insurance & PAYE.
Year-End Accounts / Financial Reporting
Preparing summary accounts for your business year (profit & loss, balance sheet if applicable) so you know how your business is doing
Presenting understandable reports (so you can make better decisions).
Business Advice & Planning
- Helping you plan for growth, forecast future income/expenses, set budgets
- Advising on business structure (when it might make sense to switch from sole trader to limited company)
Advising on tax-efficiency, allowable expenses, changes in legislation (e.g., MTD)
Compliance & Regulatory Matters
- Ensuring you meet HMRC deadlines and avoid penalties (for late filings, incorrect submissions)
- Making sure your accounting/practice adheres to professional standards (AAT-licensed accountant)
- Helping you deal with bookkeeping software, making sure records are kept correctly.
Services for Limited Companies
Company Formation & Setup
- Advising on choosing the right structure (Limited Company vs Sole Trader).
- Incorporating the company at Companies House, registering directors, shareholders, PSCs (“persons with significant control”).
- Setting up bank accounts, accounting software subscriptions, and internal systems
Statutory / Year-End Accounts, Filings & Compliance
- Preparing the company’s annual accounts (profit & loss, balance sheet) for filing with Companies House.
- Submitting the Company Tax Return (Form CT600) to HM Revenue & Customs and calculating corporation tax liability.
Filing the Confirmation Statement and maintaining statutory registers (directors, shareholders, etc.).
Bookkeeping & Record Keeping for Limited Company
- Maintain monthly (or quarterly) bookkeeping: income, expenses, assets, liabilities, payroll, etc.
- Ensure compliance with Making Tax Digital (MTD) where required for VAT and possibly other filings.
- Provide management reports and insights (cash-flow, profit margins, etc.) to help business decisions.
VAT, Payroll, PAYE & Other Regular Filings
- VAT registration and quarterly (or monthly) VAT returns if turnover crosses the threshold or voluntary registration is beneficial.
- Payroll management (for directors, employees) including Real Time Information (RTI) submissions, auto-enrolment pension compliance.
Handling dividends for directors/shareholders and advising on salary vs dividend mix.
Tax Planning, Advisory & Growth Support
- Advise on tax-efficient strategies: how to pay yourself as a director, how to structure dividends vs salary, how to optimise corporation tax.
- Support business growth, help with financial forecasting, budgeting and strategic decision-making.
- Advise on when it might be beneficial to change structure, expand, or invest in new assets.
Ongoing Compliance, Deadlines & Risk Management
- Advise on tax-efficient strategies: how to pay yourself as a director, how to structure dividends vs salary, how to optimise corporation tax.
- Support business growth, help with financial forecasting, budgeting and strategic decision-making.
- Advise on when it might be beneficial to change structure, expand, or invest in new assets.
Additional / Add-On Services
- Dormant company accounts if the company is not trading.
- International business support if relevant (depending on your services).
- Change of structure, business sale or exit planning.
Get in Touch with Us Today!
Have questions or need assistance with your finances? Our friendly team is here to help. We offer personalized accounting and bookkeeping services tailored to your needs. Reach out today and let’s discuss how we can support your business journey.
FAQs
Your questions, answered here.
We provide a range of services including bookkeeping, tax preparation, and financial consulting. Our goal is to simplify your financial needs and help you stay organized.
Getting a quote is easy! Just fill out our contact form, and we’ll get back to you within one business day with the information you need.
We operate Monday to Friday from 9 AM to 5 PM. Our team is ready to help you during those hours!
We understand that questions can come up anytime. Feel free to email us, and we’ll do our best to respond as soon as we can, even after hours.
Absolutely! We can serve clients remotely and utilize secure methods to ensure your information is safe and accessible.
Still have questions?
If you have any more questions, feel free to reach out to us anytime.