SOLE TRADER ESSENTIALS
£325 per month
Perfect for: Self-employed individuals who want complete compliance without the hassle.
What's Included:
Monthly services:
Monthly bookkeeping via Xero
Bank reconciliation
Monthly management accounts (delivered by 20th of each month)
Expense categorisation and tracking
Invoice and payment tracking
Annual services (allocated monthly - no separate bill!):
Year-end accounts preparation (5-6 months after your year-end)
Self-Assessment tax return (filed by October, well before the January deadline)
Tax liability calculations and payment planning
I aim to file all Self-Assessment returns by 31st October - well ahead of the January deadline. This gives you peace of mind early and avoids the January rush.
If you join after October: Don't worry - HMRC's official deadline is 31st January. If you come to me between November and January, I'll still complete and file your return before the deadline, provided you give me all the information I need promptly.
Important: The closer we get to 31st January, the less time there is to work with. If you contact me in December or January, I can't guarantee completion before the deadline unless information is provided immediately and your return is straightforward.
What you won't get: Judgment about that shoebox of receipts from 2024. We've all been there.