Practical support.
Clear next steps.

Monthly bookkeeping

For sole traders and small companies who want regular help keeping straightforward business records up to date.

How we help

• Recording business income and expenses
• Reconciling one business bank account each month
• Reviewing transactions and asking about missing information

What you receive

Organised records and reconciled bank transactions, with outstanding questions highlighted so you know what still needs attention.

Getting started

Tell us about your business, approximate monthly transaction volume, bank accounts and the software you use.

The starting fee is for a low volume of transactions and organised digital records. VAT, CIS, payroll, software and catch-up work are quoted separately. We’ll agree the final scope and fee before starting.

VAT returns

For VAT-registered businesses looking for help preparing their returns from reliable records.

How we help

• Reviewing the records needed for the return
• Preparing and submitting agreed VAT returns once approved and authorised
• Explaining the payment amount and due date

What you receive

A copy of the return, submission confirmation and clear payment details, or an explanation of the repayment position.

Getting started

Your VAT registration details, accounting records, previous returns and any approaching deadlines. Share sensitive records through the agreed secure route.

Bookkeeping or clearing incomplete records may require additional work. We’ll confirm this in your quote.

CIS support

For construction businesses that need support with their Construction Industry Scheme records and reporting.

How we help

• Preparing agreed monthly contractor returns
• Reconciling subcontractor payments and deductions
• Helping organise the records and deduction statements needed for reporting

What you receive

Copies of agreed returns and deduction statements, submission confirmation and an explanation of any payment position.

Getting started

Tell us whether you are a contractor, subcontractor or both, how many subcontractors you pay, and what records you currently keep.

The fee depends on the number of subcontractors and the work involved. We’ll agree the responsibilities covered.

Limited company accounts & Corporation Tax

For limited companies needing support with year-end accounts and Corporation Tax reporting.

How we help

• Reviewing year-end accounting records and queries
• Preparing agreed company accounts and Corporation Tax computations
• Submitting agreed filings after approval and authorisation

What you receive

The agreed accounts and tax return, submission confirmations and details of any Corporation Tax payable and its deadline.

Getting started

Your year-end date, previous accounts, bookkeeping records and upcoming filing deadlines.

Year-end work is quoted separately from monthly bookkeeping unless expressly included in your agreement.

Self Assessment

For individuals and sole traders needing help bringing together their income and preparing a personal tax return.

How we help

• Reviewing the income and expense information you provide
• Preparing the return and tax calculation
• Submitting the approved return once authorised

What you receive

A copy of your return, a clear tax summary, submission confirmation and payment details, including payments on account where applicable.

Getting started

Tell us about your income sources, previous returns and any HMRC notices or deadlines.

The fee depends on the income sources and complexity. We’ll agree it before starting.

Landlord tax returns

For individuals receiving rental income who need help reporting it through Self Assessment.

How we help

• Summarising rental income and relevant expenses
• Reviewing ownership and other information needed for reporting
• Preparing the agreed property pages and personal tax return

What you receive

A property income summary, return copy, tax calculation and submission confirmation, with payment instructions where relevant.

Getting started

Your rental statements, expense records, ownership details and information about your other income.

More complex ownership, overseas or non-resident matters require an assessment of scope before we quote.

Capital Gains Tax

For individuals who have sold, gifted or otherwise disposed of property or other assets and need help reviewing the tax position.

How we help

• Reviewing acquisition, disposal and relevant cost information
• Calculating gains and considering applicable reliefs
• Preparing agreed Capital Gains Tax reporting and return entries

What you receive

A calculation explaining the information and assumptions used, agreed return copies and submission confirmation, with payment details if tax is due.

Getting started

Tell us the asset involved, acquisition and disposal dates, ownership details, costs and how the asset was used.

Contact us early if a disposal has happened or is approaching. Reporting requirements depend on the asset and circumstances; we’ll review the relevant deadlines and agree scope.