Different businesses, different pressure points.

Income that varies, expenses that are easy to lose track of and a tax bill that arrives after the money has been spent. We keep the records straightforward, tell you what to set aside and flag the point at which a different structure is worth considering.

• Self-assessment prepared early
• Tax reserved, not discovered
• A person to ask before committing
• Making Tax Digital readiness

Sole traders above the qualifying income thresholds will need to move to quarterly digital reporting under Making Tax Digital. More on Making Tax Digital →

Company obligations on one side and personal position on the other. We handle the filings, look at salary and dividends together with the company's cash, and give you a clear view of what the business can afford to pay out.

• Accounts, corporation tax and confirmation statements
• Remuneration reviewed against cash and profit
• Quarterly position and obligations ahead

Headcount, pricing and delivery all get more complex at once. Reporting has to keep pace or decisions start being made on instinct. We build management accounts around the lines you actually manage and keep a forecast running alongside.

• Monthly accounts with commentary
• Utilisation, margin and overhead visibility
• Hiring and investment modelled before committing

Finance costs, ownership structure and tax treatment interact, and the right answer depends on intent. We keep portfolio records clean, report by property or entity and make sure structure decisions are taken with the numbers in front of you.

• Records by property or entity
• Finance costs and returns reported clearly
• Structure considered alongside plans
• Making Tax Digital readiness for landlords

Platform payouts, fees, stock and returns make true margin hard to see. We bring the data sources together so the accounts reflect what is really happening, then report margin at a level you can price against.

• Platform and payment data reconciled
• Stock and margin reported honestly
• VAT treatment reviewed as you expand

Project-based work, uneven income and partners or directors drawing from the same pot. We report profitability by project or client, keep drawings sustainable and smooth the tax position across the year.

• Project and client profitability
• Drawings planned against cash
• Work in progress treated consistently

Charities need to show where the money came from and where it went, often across several restricted and unrestricted funds at once. We keep those funds separated, prepare the annual accounts and reporting, and give trustees a clear view of the financial position through the year.

• Fund accounting kept separate and current
• Trustee reporting ahead of each meeting
• Annual accounts and returns prepared on time