Sole Trader
- Self Assessment return
- Digital record review
- Tax estimate before filing
- MTD readiness support
- Email support
- Annual accounts summary
The standard packages below cover common digital accounting requirements. Larger, higher-volume, multi-entity and more complex organisations are quoted to scope rather than forced into a package that does not fit.
High transaction counts, several bank accounts or a large payroll create additional work.
CIS, stock, multiple currencies, groups, overseas activity or specialist tax matters usually need tailored scope.
Overdue books or unreconciled historic balances are quoted separately before any remediation starts.
Yes. The standard package prices are monthly service fees. Your exact scope is confirmed during onboarding.
Not simply because time passes. A fee review is appropriate if the scope or transaction volume materially changes. Any change should be agreed before additional work is undertaken.
Yes, where the suitability check confirms a standard package. Payment is collected through secure recurring checkout and the engagement then moves into client acceptance and setup.
A normal professional handover for a standard client is included. Significant catch-up or reconstruction of old records is separate work.
Answer a few questions and see the simplest suitable option for your business. Straightforward clients can continue directly into onboarding.