Your Questions Answered


General Accounting

We offer comprehensive services including bookkeeping, financial statement preparation, tax planning and preparation, payroll processing, VAT returns, management accounting, and business advisory services. Each package is customized to your specific business needs.

Bookkeeping involves daily recording of transactions (sales, purchases, payments), while accounting involves interpreting, classifying, analyzing, and reporting financial data. We handle both to give you complete financial clarity and strategic insights.

We provide quarterly financial reports and are available for review meetings upon request. You’ll also have direct access to your dedicated accountant for urgent matters, ensuring you’re always informed about your financial position.

Yes, we provide full VAT registration, quarterly returns, MTD compliance including Income tax, and ensure you’re always meeting HMRC’s digital requirements.

We handle complete payroll processing including salary calculations, PAYE, National Insurance, pension auto-enrolment, payslips, and RTI submissions to HMRC.

Absolutely! We assist with business plans, financial forecasts, and growth strategies. Our projections help you secure funding, plan expansions, and set realistic financial targets.

Yes, we offer comprehensive management accounting including cash flow forecasting, budgeting, KPI monitoring, and performance analysis to help you make informed business decisions and drive growth.

Definitely! We provide cash flow analysis, forecasting, and working capital optimisation strategies to ensure your business maintains healthy liquidity and can seize growth opportunities.

Yes, we prepare full statutory accounts, corporation tax computations, and CT600 filings, ensuring compliance with Companies House and HMRC requirements.

We offer a wide range of advisory services including financial strategy, cost reduction analysis, pricing strategies, business structure optimization, and exit planning to maximize your business value.

We analyse your processes, identify cost savings, implement efficient systems, and benchmark against industry standards to improve your overall financial performance.

Yes, we specialize in start-up accounting, offering company formation, initial setup, funding guidance, and scalable accounting solutions designed to grow alongside your business.

We are certified in Sage, Xero, and Free Agent, and can recommend the best platform for your business. We also offer discounts and ongoing support.


Tax

MTD (Making Tax Digital) for Income Tax is HMRC’s initiative requiring digital record-keeping and quarterly digital submissions for self-employed individuals and landlords with business income over £50,000 from April 2026 (£30,000 from April 2027). We provide complete MTD compliance including software setup, digital record management, quarterly updates, and final declaration submissions.

The deadline for submitting self-assessment paper returns is October 31, while the deadline for online filing is January 31 of the following year. We will manage all filings on your behalf and provide timely reminders well before any deadlines.

The Company Tax Return must be filed within 12 months after the end of the entity’s accounting period. However, payment is typically due 9 months and one day after the accounting period ends. It is important to note that the payment deadline precedes the filing deadline. We will prepare your tax computations promptly to ensure your payment is made on time.

We require income records, expense receipts, bank statements, payroll records, VAT records (if applicable), and previous tax returns. We provide a customized checklist based on your business type during onboarding.

Certainly! Upon your request, we will offer proactive tax planning advice designed to minimize your tax liability legally and efficiently, helping you avoid any unexpected tax bills at year-end.

Yes, we manage complete VAT services including registration, quarterly returns, MTD compliance, and ensuring you claim all eligible VAT back on business expenses.

Yes, we have extensive experience successfully challenging HMRC penalties and disputes. We can help with reasonable excuse claims, penalty appeals, and negotiating time-to-pay arrangements. Our team will review your case, prepare all necessary documentation, and represent you throughout the appeals process to achieve the best possible outcome.

Absolutely. We identify all legitimate business expenses and tax deductions you’re entitled to, ensuring you don’t overpay on taxes while remaining fully compliant.

Personal tax (Self-Assessment) covers individual income, while corporate tax applies to limited companies. We handle both and ensure optimal tax efficiency between personal and business income.

Yes, we provide strategic CGT planning and accounting for property sales, business disposals, and investments, utilizing reliefs and allowances to minimize your tax liability legally.

Yes, we handle international tax compliance including double taxation agreements, non-resident landlord schemes, and cross-border tax planning for businesses with overseas operations.

We conduct comprehensive tax efficiency analyses covering dividend strategies, pension planning, expense optimization, and profit extraction to maximize your take-home pay.

Yes, we manage full CIS compliance including registration, subcontractor verifications, monthly returns, and deductions, ensuring you meet all HMRC requirements.

Absolutely! We specialize in property tax planning including stamp duty, rental income optimization, capital allowances, and structuring advice for property portfolios.

Yes, we specialize in property tax structuring advice. We’ll help you choose the most tax-efficient structure (individual, limited company, Property SPV, partnership, or LLP) for your property portfolio, considering mortgage interest relief, tax rates, capital gains implications, and inheritance planning. We then handle all ongoing tax compliance including property income reporting, allowable expenses, and capital gains calculations.

We provide complete MTD implementation including software setup, digital record-keeping, VAT return submissions, and ongoing compliance monitoring.

We immediately contact HMRC on your behalf, submit late filings with disclosure, and negotiate to minimize penalties. We also implement systems to prevent future missed deadlines.


The Onboarding Process

Our streamlined 4-step process ensures a smooth start:

  1. Quick Assessment – Complete our brief form so we understand your requirements.
  2. Tailored Proposal – We create a customized accounting package just for your business.
  3. Dedicated Accountant – After signing, we assign your accounting expert.
  4. Document Management – We prepare your documents and submit after your formal approval.

Simply complete our online registration form, schedule a free consultation, and we’ll create your tailored accounting package. Once approved, we’ll onboard you within 5-7 business days.

We need basic business details, previous financial records (if any), and your accounting requirements. We make the process simple and guide you through each step.

Typically, the process takes 5-7 business days after we receive all required documents. However, the authorization may take longer. We prioritize a swift setup to ensure you can start benefiting from our services as soon as possible.

Yes, you’ll be assigned a qualified accountant who will understand your business intimately and be your main point of contact for all accounting matters.

We discuss your business goals, current financial situation, specific needs, and explain how our services can help you achieve better financial control and growth.

Yes, we handle the entire professional clearance process and smoothly transition your accounts from your previous accountant.

We set up your accounting software, integrate bank feeds, configure chart of accounts, and arrange training to ensure you’re comfortable with the system.

Absolutely! Our services are modular and scalable. You can start with essential services and easily add more as your business grows.

You can upgrade your package anytime. We’ll prorate the fees and seamlessly integrate new services into your existing arrangement.


Billing & Payments

We offer transparent monthly fixed-fee pricing based on your services, with no surprise charges. All fees are agreed upon upfront and detailed in our Engagement letter.

We offer flexible monthly payments to help with cash flow management. There are no long-term contracts, and you can adjust your services as your business grows.

Our pricing is completely transparent with no hidden charges. The fee we quote is the amount you’ll pay.

You can cancel with 30 days’ written notice at any time. We’ll provide a final account summary and assist with transitioning your records if needed.

We provide 60 days’ notice of any fee changes and only adjust prices annually to maintain service quality and reflect increased costs

Absolutely! Your engagement letter includes a detailed service breakdown, and we’re always happy to explain exactly what each service entails.

No, all routine communication is included in your fixed monthly fee. We only charge extra for additional services you request outside your package.

We’ll review your needs quarterly and adjust your package accordingly. Any changes are discussed and agreed upon in advance.

We send a payment reminder after 3 days of non-payment. If the payment remains overdue for 30 days, we unfortunately terminate our services and contract. To reinstate services, all outstanding fees must be paid, and in some cases, a reactivation fee may apply.


Compliance & Legal

We implement enterprise-grade security including 256-bit SSL encryption, secure cloud servers, multi-factor authentication, regular security audits, and strict access controls.

We retain financial records for 7 years as required by HMRC, after which they are securely destroyed using certified data destruction methods. You can request copies of your data at any time during this period.

All client information is kept strictly confidential. We implement robust safeguards and secure procedures to protect sensitive data.

Yes, we are committed to ongoing professional development and staying updated with regulatory changes to ensure we consistently meet the latest accounting standards, tax laws, and compliance requirements.

Yes, we have a formal complaints procedure outlined in our engagement letter. Most issues are resolved quickly through our dedicated client support system.

We have clear procedures for handling GDPR requests including right to access, rectification, and erasure, with responses provided within the statutory timeframe.

We implement rigorous quality control including peer reviews, technical checklists, and continuous monitoring to maintain the highest standards of service delivery.

Yes, all our systems are fully MTD-compliant and we ensure seamless digital record-keeping and submission capabilities for all clients.