Simple stress free accounts & tax returns
How it works.
If you’ve signed up for our business partnering we’d recommend the following process.
step one
forward.
There are three main ways to forward your paperwork to us, this includes invoices, receipts, bank statements and agreements.
- Scan or snap and email (recommended)
- Post to us
- Drop off at our office
A weekly or monthly basis is ideal for having up to date business information, as this is perfect for making business decisions which will give you the edge when achieving goals and tax planning.
step two
process.
Bookkeeping is the foundation to all the work we complete, and our bookkeeping service will provide you with strong foundations to build your business. After receiving your invoices, receipts and other information, and depending on your preferences we’ll process them within a few days in either:
- cloud accounting software, such as Xero, Quickbooks, or Sage, or
- in our offline software, if you’d prefer.
If we have any questions we’ll let you know so we can ensure everything accurately reflects your business. We’ll store and catalogue your paperwork in an online repository meaning all your documents are accessible online or through an app, even when out on the move. There are several benefits, probably one of the biggest is no lost receipts meaning you aren’t losing out on tax deductions and reclaims. It is also useful for audits, HMRC enquires, warranty claims and simply to have a far greater level of detail at your fingertips to make better business decisions. Having a solid foundation puts us in the best position to advise you, make sure you aren’t missing any tax deductions and give you an accurate position of your business.
step three
partner.
After processing your data, we’ll send you a comprehensive report on your business’s performance, so we can plan it advance, as it’s no good after the year end!
Our basic service includes:
- A monthly or quarterly profit and loss report, outlining your revenue, costs, and expenses.
- Expert analysis to help you understand your business’s profitability.
- A corporation tax estimate to support your financial planning.
- Conduct a tax planning review, identifying opportunities for tax savings and ensuring you’re on the most favourable VAT and accounting schemes.
Our basic plus service builds on this, adding:
- A full balance sheet showing assets, liabilities, and shareholder equity.
- A detailed cash flow statement showing the ins and outs of cash within your business.
Our standard service goes further by adding:
- Setting clear goals, providing continuous feedback with updates, and reviews to ensure your business thrives.
step four
compliance.
As we’ve already processed and reviewed your paperwork, we can produce your VAT returns, year-end accounts, and business tax returns almost instantly. This efficiency gives you ample time to plan your cash flow well in advance of tax payment deadlines, ensuring you’re always prepared.
With our proactive approach, you’ll experience peace of mind knowing that there won’t be any last-minute surprises. You’ll avoid fines, penalties, and — most importantly — any unnecessary stress.
Everything is handled seamlessly, leaving you free to focus on what truly matters: growing your business and achieving your goals.