Ideal for sole traders, freelancers & small business owners

If you’re just starting out, running a side hustle, or simply need someone to take care of the numbers—this package is for you. We offer reliable, no-fuss accounting support to help you stay on track, stay compliant, and stay focused on your business.

With nearly 30 years of experience and a personal, friendly approach, you can count on us to handle the essentials, explain things clearly, and be there when you need us.

Included in our basic monthly service:

• Full self-assessment tax return preparation & submission

• Bookkeeping and monthly reporting

• Year-round support & advice — call, message or email

• PAYE setup & submissions (if needed)

• Help with HMRC letters and queries

• Access to our network of professionals (pensions, finance, etc.)

• Reminders to keep you on track with key deadlines

• Secure online folder with all your documents (terms, reports, etc.)

As your business grows, so do your responsibilities—and that’s where we step in. Our intermediate package is designed to take the pressure off, offering dependable monthly support that keeps you compliant, informed, and in control.

We tailor everything to your business and industry, and we’re always on hand to guide you.

• Accurate monthly bookkeeping

• Profit & loss and financial reporting

• Quarterly VAT returns filed to HMRC (if VAT registered)

• Annual tax return preparation & submission for you and your company

• Annual accounts filed to Companies House

• PAYE set-up, staff wages, and payslip generation

• Unlimited advice via phone, email, or Zoom

• Accounting software access and support (Xero, QuickBooks or similar)

• Monthly check-ins or calls to keep things on track

• Google Drive folder with your reports, policies, and documents

• Registered office address (optional)

• Reminders for tax deadlines, payments & renewals

• Support with grant or loan applications

• Guidance for business expenses, allowable claims & deductions

• Professional introductions (finance, legal, pensions, insurance, mortgages)

• HMRC support – we’ll deal with them on your behalf when needed

• Transition support if you’re growing or changing structure (e.g. VAT threshold or hiring staff)

Our advanced package is a complete solution for limited companies, creators, contractors, landlords, and businesses that need hands-on, high-level accounting. You’ll receive a fully managed accounting experience with every detail handled by our experienced team.

We pride ourselves on being available 24/7, providing total transparency, and building long-term relationships based on trust.

This premium package includes everything in our other plans, plus:

• Client invoicing & receipt management

• Tracking payments from your clients

• Production of monthly client statements

• Director salary processing & PAYE submissions

• All bookkeeping and financial analysis

• Quarterly & annual tax and VAT submissions

• Preparation & submission of year-end accounts

• All Companies House reporting

• Management of HMRC correspondence & compliance

• Tailored accounting software solutions

• Support for business transitions (e.g. sole trader → Ltd)

• HMRC references & ID verification assistance

• Dedicated contact points within our team

• Google Drive document folder with terms, reports, procedures & more

• Optional monthly meetings or strategy calls

• Customisable add-ons based on your business needs

Standard

• Tax return

• Bookkeeping

• HMRC support

• PAYE (if needed)

• Advice & software access

• Advanced

• All Standard services

• Director PAYE

• Registered office

• End-of-year accounts

• Invoicing & monthly check-ins

• LTD company transition