Quick answers on eligibility, scope, pricing, records, software, and what you need to provide.
Yes. We are regulated by ICAS and operate to professional standards.
Yes. If your business later becomes VAT registered we'll help you move to another accountant, as our service is specifically designed for non-VAT businesses.
Yes. We'll contact your existing accountant, arrange professional clearance and make the transition as straightforward as possible.
Compliance means we prepare and submit your accounts and tax returns using the records you provide. Our standard packages don't include tax planning, business advice or consultancy, helping us keep our fees fixed and affordable.
If we can’t act for you under this service, we may be able to introduce you to a sister firm for a more suitable service (subject to availability). Any engagement would be separate and you can choose whether to proceed.
We don’t provide tax planning, complex advisory work, or large catch‑up/cleanup projects unless quoted separately. HMRC enquiries/investigations are chargeable if we agree to assist.
Not for every package. CIS subcontractors, landlords and sole traders use our simple records package. Small, limited companies are managed through Xero.
Where Xero is required, usually for small limited companies, we provide the subscription and recharge it at cost with no markup. It is payable monthly in addition to our fees.
If your package requires Xero and the subscription is cancelled, we may not be able to continue the service because the workflow depends on it.
It depends on your circumstances and HMRC’s timetable. If MTD applies to you, we’ll handle the required quarterly updates and end‑of‑year submission within the relevant package.
Where required, we submit four quarterly updates plus a final end‑of‑year submission, based on the information you provide and approve.
No. Limited companies don’t fall under MTD for Income Tax. They have corporation tax compliance requirements instead.
We act for CIS subcontractors (paid under CIS). We do not file CIS contractor returns (CIS300).
Not necessarily. Our CIS service is statement‑based, using contractor payment statements plus a simple expense summary.
Not in the statement‑based CIS package. It does not include bank reconciliation or bookkeeping from bank statements.
Straightforward residential rental income only, using letting agent statements (or a simple rent schedule) plus an expense summary.
No. Commercial property, holiday lets/furnished holiday lets, and complex property tax work are outside scope.
No. CGT calculations/property sales are outside the standard packages (and may be declined or quoted separately).
Basic record processing using our records package, business income and expenses within the agreed cap, and your annual self assessment tax return. MTD submissions are included where required under the relevant tier.
Yes. The service is intended for low‑volume sole traders. If volumes increase beyond the cap (20 transactions per month), pricing may change or the service may no longer be suitable.
Payroll is not included unless separately agreed.
Basic bookkeeping in Xero within the transaction cap, plus annual statutory accounts and the corporation tax return (CT600) for simple, non‑VAT limited companies.
Bank transactions posted in Xero. If volume increases beyond the cap, pricing may change or we may need to move you to a different service.
Yes. This would not be included in this package but we can provide a separate quote.
Not included unless explicitly agreed. If you need it, we can quote separately.
Yes. A one‑off onboarding fee applies (shown on the pricing page).
Yes. If your circumstances change (e.g., MTD applies, volumes increase), we’ll move you to the appropriate package or provide a revised quote.
We can’t continue to act, as we only work with non‑VAT registered clients.
You must provide records by the agreed internal deadline so we can prepare and submit on time.
Statutory deadlines remain your responsibility. Late or incomplete records can delay submission and may result in penalties.
Email support for compliance questions within fair use. Advisory/planning is not included.
Enquiries/investigations are outside standard packages and are chargeable if we agree to assist.
We’ll confirm the upload method during onboarding. Please keep records organised and upload by agreed deadlines.
We keep things simple; you provide the records we request, we prepare the figures, and we submit what’s required.
Non-VAT clients only. Compliance-only service. We are ICAS Regulated.
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