Who it is for
Owner-managed limited companies, sole traders and partnerships across the UK that want their compliance handled properly and their numbers explained, not just filed.
Compliance done properly
Every business has filing obligations with Companies House and HMRC. We prepare and file statutory accounts, corporation tax returns, self assessment returns and VAT returns on time and to standard, so deadlines stop being a source of stress.
We work from your bookkeeping or ours, reconcile everything before we file, and tell you what the numbers mean before you sign anything.
Management accounts you will actually read
Annual accounts are history. Monthly or quarterly management accounts show you margin, cash and trend while you can still act on them. We build a short, consistent pack around the three or four figures that matter to your business and talk you through it.
- Profit and loss against budget and prior year
- Cash position and 13-week cash forecast
- Debtor and creditor ageing with actions
- Key ratios specific to your sector
Tax planning within the rules
Salary and dividend mix, timing of capital expenditure, pension contributions, VAT scheme choice and claiming the reliefs you are entitled to. We plan ahead of the year end rather than reporting after it.
The operating rhythm
Run once, properly, every month.
Reconciled weekly, paid on time, reported at month end, filed on the quarter and closed at year end. When the rhythm holds, the numbers are always current and nothing is a surprise.
How it works
- 01
Review
We look at your last accounts, current bookkeeping and filing position and tell you what we would change.
- 02
Set up
Agent authorisations, software access and a filing calendar, with a fixed fee agreed in writing.
- 03
Run
Monthly or quarterly bookkeeping review and management accounts, with VAT and payroll where included.
- 04
Plan and file
Pre-year-end tax planning, then statutory accounts and returns prepared, explained and filed.