Sole Trader

  • Package 1
  • Package 2
  • Package 3
Package 1Package 2Package 3
Package Name
Turnover<£30k<£85k<£125k
Price£29/month£55/month£85/month
What you get?
Access to client managers and accountants
Your client managers will be on hand for day-to-day contact. You’ll get a same day response to your questions. They’ll send reminders and make sure you stay on top of deadlines, and deal with Companies House and HMRC for you. 
Dedicated team of client managers and accountants
Your dedicated team of client managers and accountants will get to know your business and answer any questions you have. You’ll usually get a response to your questions within the same day. Your client managers will be on hand for day-to-day contact. They’ll send reminders and make sure you stay on top of deadlines, and deal with Companies House and HMRC for you. 
Unlimited phone and email support
Get immediate answers, as often as you need them. We don’t place restrictions on how often you contact us by phone or email. We typically respond to you within the same business day (10am - 6pm Mon-Fri).
Ongoing business support and general accountancy advice
You’ll always get an answer to any tax and accountancy questions. Your chartered certified accountants will give ongoing phone and email support and general advice on accounting and tax matters for you and your company. We ensure you’ll never need to worry about awkward meeting times – we’re flexible and work around you!
Payroll and Pension services
Simple Real Time Information (RTI) compliant payroll to pay your director’s and any staff wages and salaries including HMRC filing.
End of year PAYE
Any PAYE-related returns will be submitted directly to HMRC to ensure you’re compliant.
Quickbooks online accounting software
We will gain you access to online bookkeeping with Intuit Quickbooks free of charge all inclusive with your package. Quickbook is one of the leading online accoutnting softwares available:
Mobile app to keep up to with your expenses and scan receipts on the go
Run fully customisable reports to see how your business is doing
Send unlimited invoices
Excel bookkeeping spreadsheet
Simple and easy spreadsheet designed to keep you on top your income and expenses.
VAT returns prepared and submitted
We’ll ensure your VAT Returns are prepared and filed correctly. Once we’ve got the relevant information from you, it will be prepared by our expert chartered certified accountants and send it for your approval before filed directly with HMRC.
Self Assessment preparation and filing
We’ll prepare and file annual Self Assessments for director/s. We’ll assist you in ensuring you’re paying the correct amount of personal tax, and claiming the allowances you’re entitled to. We will then your annual personal tax return with HMRC.
References (up to two per year - lettings and mortgages only)
If you need an accountant’s reference to confirm your business finances we can help.
An Accountancy Healthcheck

Get expert advice on improving your company’s growth and tax-efficiency. The Accountancy Healthcheck is designed to:

- provide guidance on helping improve your company's financial performance
- assist with any changes in regulations and the impact on your business
- assist you in understanding the changing needs of your business

HMRC Self-Assessment Registration
We will register you for Self Assessment. Making sure you are ready to file your personal annual tax returns with HMRC.
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