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If you are a sole trader, landlord or small business owner we can provide you with the following services to help you keep on top of your bookkeeping and tax needs. We are based in Sheffield but have clients throughout the country.

Bookkeeping Services

  • Preparation and processing of income / sales invoices

  • Posting and allocation of any income / sales receipts

  • Posting and allocation of expense receipts

  • Process, code and post supplier invoices

  • Posting and allocation of supplier payments

  • Bank statement reconciliations

  • Accounting adjustments, accruals and prepayments etc

  • Setup, training and support for FreeAgent and Xero software packages

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Tax / Self Assessment Services

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  • Complete and file self assessment tax returns for sole traders and landlords

  • Complete and file VAT returns if your turnover exceeds the VAT threshold, currently £85,000

  • Calculation of tax payments or refunds due

  • Ensuring you meet your tax deadlines and avoid penalties and fines

  • Ensure your records are set up digitally to meet the future HMRC obligations for Making Tax Digital (MTD)

  • Completion and filing of corporation tax returns for micro entities and small businesses

Additional Accounting Services

  • Preparation of summary financial statements for sole traders

  • Preparation and filing of year end financial statements for micro entities and small businesses

  • Interpretation of financial statements

  • Preparation of monthly management accounts

  • Business process review

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Bookkeeping

Processing Bills & Invoices

Bank Reconciliations

Cashflow Management

Accounting

Monthly Accounts

Quarterly Accounts

Annual Accounts

Financial Analysis

Virtual Finance Manager

Generating Sales Invoices

Credit Control

Finance Team Setup

Finance Team Training

Tax / Self Assessment

Personal Tax Returns

Corporate Tax Returns

Quarterly VAT Submissions

Dealing with HMRC

Software

Implementation / Set-up

Training

Support

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Financial Planning

 

Business Plans

Investment Appraisal

Business Process Review

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