We keep your records up to date on our bespoke software and file what’s required. Designed for people who want it done properly without tax planning or ongoing advice.
From £40/month (inc VAT) without MTD. £60/month with MTD.
We offer our clients bespoke software for connecting their business bank, recording their transactions or simply for taking pictures of receipts and letting us do the rest.
This service is for Non-VAT registered clients only. We do not act for VAT registered businesses.
A straight forward compliance service built for sole traders with uncomplicated transactions and minimal reporting requirements.
Straightforward sole traders who need low-volume bookkeeping and tax return filing.
We maintain your records, reconcile the bank, and prepare your self-assessment tax return and where applicable file your quarterly MTD submissions.
This service is for non-VAT registered clients only.
This service is designed for businesses with up to 20 bookkeeping transactions per month. If your transaction volume increases, we may recommend a different package or provide a revised quotation.
You should use a business bank account or have clear business-only records for reconciliation.
A transparent breakdown of what’s covered in your sole trader package and what falls outside scope.
Receipts/invoices uploaded regularly
Bank feed connection or monthly bank statements
Access to records as needed for bookkeeping
Answers to queries promptly
Confirmation of figures before filing/submission
We confirm eligibility (including non-VAT status and expected transaction volume). If you’re VAT registered, we can’t act.
Your software will be set up by us.
You upload receipts/invoices regularly; we maintain bookkeeping and reconciliations.
Annual self assessment filed, plus MTD submissions where HMRC requires them.
A streamlined workflow designed to keep your bookkeeping accurate, reconciled, and fully compliant throughout the year.
If you become VAT registered, this service is no longer suitable and we cannot continue to act.
If transaction volume or complexity increases, we may provide a revised quotation.
Advisory services and tax planning fall outside this compliance only package.
Property income, capital gains tax and foreign income are outside this package.
Monthly bookkeeping, bank reconciliation, 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.
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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