Focused accounting services for independent UK businesses

Financial Records Review

A structured review of your existing financial records to identify gaps, inconsistencies and opportunities for improved bookkeeping accuracy.

What's Included

• ✓Review of current bookkeeping records
• ✓Analysis of income and expense categorisation
• ✓Identification of missing transactions
• ✓Written summary of findings and recommendations

Benefits

• ★Clarity on the accuracy of your current records
• ★A prioritised list of quick improvements
• ★Confidence that your figures reflect reality

Suited To

Sole traders and freelancers who want an independent look at their existing records before committing to a longer engagement.

Bookkeeping Setup

A complete bookkeeping foundation tailored to your business — chart of accounts, categorisation rules and reconciliation workflows configured for you.

What's Included

• ✓Chart of accounts creation
• ✓Income and expense category mapping
• ✓Bank feed configuration guidance
• ✓Reconciliation workflow document

Benefits

• ★A tidy, consistent record-keeping structure
• ★Faster month-end reconciliation
• ★Records ready for VAT and Self Assessment

Suited To

New sole traders, freelancers and small businesses who need a professional bookkeeping structure from day one.

VAT Compliance Review

A focused review of your VAT records, treatment and supporting documentation so you approach each return with confidence and clarity.

What's Included

• ✓Review of VAT scheme suitability
• ✓Sample transaction VAT treatment check
• ✓Digital record-keeping review (MTD)
• ✓Written observations and recommendations

Benefits

• ★Reduced risk of avoidable VAT errors
• ★Clear digital record-keeping approach
• ★Structured evidence trail for each return

Suited To

VAT-registered sole traders and small businesses that want an independent check before submission.

Business Accounts Management

Ongoing structured management of your business accounts including bookkeeping, reconciliation and monthly financial summaries.

What's Included

• ✓Monthly bookkeeping and categorisation
• ✓Bank and card reconciliation
• ✓Monthly management summary
• ✓Scheduled review consultation

Benefits

• ★Consistent, up-to-date financial records
• ★Monthly clarity on income and expenses
• ★A predictable rhythm of financial reporting

Suited To

Growing sole traders and small businesses that want their monthly accounting handled by a single trusted practitioner.

Complete Accounting Support

A comprehensive accounting engagement covering bookkeeping, VAT record management, payroll support, financial reporting and ongoing business support.

What's Included

• ✓Full bookkeeping and reconciliation
• ✓VAT record management
• ✓Payroll record support
• ✓Detailed financial reporting pack
• ✓Ongoing consultation access

Benefits

• ★One trusted point of accountability
• ★A complete view of your financial position
• ★More time to focus on running your business

Suited To

Established sole traders and small businesses who want a single, comprehensive accounting relationship.