How we work
It’s all about giving you a better service
From switching accountants to signing off your tax return. We make everything as easy as possible.
Signing up and changing your accountant
All we need are one or two details of you and if applicable your accountant. That’s it! We’ll do the rest. You can sign up and change accountants at any time. The sooner you do it, the sooner you’ll benefit from our advice and support. Use our easy online signup form to submit just a few details to get the ball rolling.
Catching up with accounts
You may be part of the way through your accounting year or are using an ‘offline’ bookkeeping system. Don’t worry, we can take over at any time, from any system. If completely necessary, e.g. if your records aren’t tidy or computerised, we may need to charge you more than our published monthly fixed fees for the first year . To give you an idea, have a look at our past fee calculator for past accounts which can be paid off monthly.
Easy monthly fixed fee prices
We ask for low monthly payments soon after you join us. Our fees are fixed and you can see them on our fixed fees page or you can instantly calculate our fees by using our fee calculator. Our monthly fixed fees are charged per month of trading that we deal with. If you join us a while after your accounting period end, we may need to charge you a little more per month for a short while to catch up.
Setting up your online accounting
We will help you get started with your online accounting software, including choosing which software is best for your business, and showing you all you need to know to get started. If you’re not sure about using online accounting software then talk to us – we can explain the benefits of online accounting to you and discuss whether or not it’s right for you. We will also consider using your existing records on an ongoing basis instead. If you’re already using online accounting, we’ll review your records to date, and let you know if anything needs correcting, or how you might be able to save yourself some money.
Payroll and Pension
If you add Payroll services, inform us of any changes to employees or their pay at least 1 week before the pay date. We’ll then provide and submit to HMRC, all the necessary weekly, monthly and annual reports and payslips. Let us know of any starters or leavers and we’ll add or remove them and provide the necessary reports.
If you add Workplace Pension services, inform us of any changes to employees, e.g. pay, opt-ins, opt-outs, then we’ll provide the necessary letters, calculate the contributions, and submit the contributions to your pension provider.
Doing your accounts and tax
Bookkeeping and Monthly Reports
VAT and Quarterly Reports
Annual Accounts and Tax Returns
Signing and submitting your accounts and tax
We upload your documents to a secure online portal – it’s more safer than email and obviously much quicker than by post. You can then review and approve the documents online using a legally binding electronic authorisation service. You can even use an image of your actual signature on your accounts if you want to. We then submit everything for you to HMRC and if applicable Companies House.