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Sole Trader Accounting Packages

Monthly accounting support for sole traders who want help staying organised, understanding their numbers, and staying on top of their tax. Suitable for businesses that are required to comply with Making Tax Digital (MTD) as well as those who are not yet mandated.

Peace of Mind - Sole Trader Accounting Package

From 50pm

Perfect for sole traders who are happy doing their own bookkeeping and would like support throughout the year, their self assessment taken care of and a year end review - but are not yet required to follow MTD

Peace of Mind (MTD) - MTD Sole Trader Accounting Package

From 70pm

Perfect for sole traders who are happy doing their own bookkeeping and would like support throughout the year, their MTD submissions taken care and a year end review

Supported & Sorted - Sole Trader / MTD Bookkeeping & Accounting Package

From £110pm / £170pm

Perfect for sole traders who need hands on support with their bookkeeping, tax, and year end accounts - whether you're required to comply with MTD yet or not

Full Circle Support - Complete Sole Trader MTD Package

From 500pm

For sole traders who need ongoing financial support, regular insight, and a proactive accountant who helps them understand their numbers and plan ahead with confidence.

Peace of Mind - Sole Trader Accounting Package

You do the bookkeeping, I review it, handle the self assessment tax return and keep you on track, so you have peace of mind that everything is staying up to date.

This package covers:

 

  • 6 monthly bookkeeping review - I review your bookkeeping and keep things on track

  • Self Assessment tax return prepared and submitted for your sole trader income

  • Year end accounts with video summary,  so you understand how your business has performed

  • Tax review so you claim the expenses and allowances you’re entitled to

  • Mid year tax forecast - know what to set aside for tax

  • Turnover tracking to help you stay aware of VAT and MTD thresholds

  • Ongoing support during the year for questions as they arise

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Support from £50pm

Peace of Mind (MTD) - MTD Sole Trader Accounting Package

 You do the bookkeeping, I review it, handle the MTD side, and keep you on track, so you have peace of mind that everything is staying up to date.

This package covers:

​​

  • Quarterly bookkeeping review - I review your bookkeeping and keep things on track

  • Quarterly and final year end HMRC submissions

  • Year end accounts with video summary,  so you understand how your business has performed

  • A tax review to make sure you're claiming everything you're entitled to and running your business in the most tax efficient way as it grows

    Quarterly tax forecast - know what to set aside for tax

  • Turnover tracking to help you stay aware of VAT thresholds

  • Ongoing support during the year for questions as they arise

Support from £70pm

Supported  &  Sorted  -  Sole  Trader  Bookkeeping & Accounting Package

You snap the receipts, I take care of the bookkeeping, self assessment tax return and year end, so everything stays organised and less stressful

This package covers:

  • Monthly bookkeeping processed for you, for up to 100 transactions per month

  • Apron receipt capture, you snap the receipts, and I do the rest

  • Year end accounts with video summary, so you understand how your business has performed

  • Self Assessment tax return submitted for your sole trader income

  • Quarterly tax forecast - know what to set aside for tax

  • A tax review to make sure you're claiming everything you're entitled to and running your business in the most tax efficient way as it grows

  • Quarterly tax forecast - know what to set aside for tax

  • Turnover tracking,  to help you stay aware of VAT and MTD thresholds

  • Ongoing support during the year for questions as they arise

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Support from 110 pm

Transaction note: Higher volumes are priced separately, prices based up to 100 transactions

Supported  &  Sorted  MTD -  Sole  Trader  Bookkeeping & Accounting Package

All the support of the above, with MTD submissions taken care of too

This package covers:

  • Monthly bookkeeping processed for you, for up to 100 transactions per month

  • Apron receipt capture, you snap the receipts and I do the rest

  • Year end accounts with video summary to review your businesses performance and a follow up call to answer your questions

  • Quarterly and final year end HMRC submissions handled for you

  • A tax review to make sure you're claiming everything you're entitled to and running your business in the most tax efficient way as it grows

  • Quarterly tax forecast,  so you know what to set aside for tax

  • Turnover tracking to help you stay aware of the VAT threshold

  • Ongoing support during the year for questions as they arise

 

Support from 170 pm

​Add-on: VAT returns £65pm (if/when VAT registered)

Transaction note: Higher volumes are priced separately, prices based up to 100 transactions

Full Circle Support - Complete Sole Trader MTD Package

Full Circle Support is my complete package for sole traders who want someone in their corner, a clearer picture of their numbers and support working towards their business goals

This package covers:

  • Monthly bookkeeping processed for you (up to 100 transactions/month)

  • Apron receipt capture - you take a photo, I sort the rest

  • Payroll covered for up to 6 employees

  • Tax forecast (monthly) so you can plan ahead

  • A tax review to make sure you're claiming everything you're entitled to and running your business in the most tax efficient way as it grows

  • Monthly cashflow forecast so you can plan ahead confidently

  • Quarterly goal tracking and simple dashboard,  see the numbers that matter at a glance.

  • Quarterly results review video - lets look at what’s going well, what’s not and how to improve results

  • Quarterly review meeting and action plan with follow-up

  • Ongoing support during the year for questions as they arise

 

Support from £500 pm

Transaction note: Higher volumes are priced separately, prices based up to 100 transactions

Ready to get started... 

Fill out this short form and tell me a little about your business. I’ll then send you a link to book a free discovery call so we can chat about how I can help.

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