Services · QuickLedger

Our Services

Account Preparation and Reporting

Year End Accounts

Review and Preparation of Annual Accounts

Accounts are reviewed and prepared in detail to ensure accuracy and correctness.

During the preparation of management accounts, the accounts are reviewed and advice on corporation tax liability is provided

Corrections are made to the director's loan account, along with advice on efficient tax deductions

Client Review of Work and Annual Accounts

Before producing the annual accounts for Companies House and HMRC, the prepared annual accounts are sent on the client's QuickBooks Online file for approval

A few questions are asked by email, and necessary changes are made based on client feedback

Production of Annual Accounts and Corporation Tax Return

Before producing the annual accounts for Companies House and HMRC, the prepared annual accounts are sent on the client's QuickBooks Online file for approval

A few questions are asked by email, and necessary changes are made based on client feedback

Approval and Submission

Upon client approval, the annual accounts and corporation taxes are submitted accordingly, ensuring a hassle-free process

Monthly/Quarterly Management Account Reports

Our monthly and quarterly management account reports provide valuable insights into your business's financial status. These reports go beyond numbers, offering analysis and interpretation to support informed decision-making and strategic planning.

Cashflow Reporting

Effective cash flow management is essential for any business's sustainability. We provide detailed cash flow reports that help you track inflows and outflows, anticipate financial needs, and maintain liquidity for smooth operations.

Our Services

Tax and Compliance

Tax Return Services

VAT Registration and Returns: We handle registration for quarterly VAT returns and provide advice on the different VAT schemes available for various businesses

Expense and Claim Guidance: Receive expert advice on which expenses can be claimed and how to maximize your claims

Tax Liability Management: We offer strategies to help you understand and reduce your tax liabilities

Tax Registration: Assistance with registration for taxes with Companies House (CH) and HM Revenue and Customs (HMRC)

Quarterly VAT Return Completion: We ensure all your bookkeeping is current, complete your quarterly VAT return, and submit it to HMRC once approved

Benefits of Our Corporation Tax Services:

Comprehensive Tax Registration: We assist you in registering for corporation tax and guide you through each step of the process

Penalty and Deduction Optimization: Our experts provide advice on avoiding penalties and optimizing your tax deductions

Corporation Tax Return Filing: We assist with the preparation and filing of your corporation tax return (CT600)

Personal Tax Services

Comprehensive Service Offering: In addition to personal tax services, we provide accounting, bookkeeping, management account services, payroll services, business advisory, and tax registrations

Dedicated Professional Support: You will be assigned a professional, qualified bookkeeper/accountant as your dedicated point of contact to assist you with your self-assessment needs

Our Personal Tax Services Cover:

Self-Assessment Registration: Assisting with registration for self-assessment with HMRC.

Appeals Handling: Lodging appeals with HMRC on your behalf

Penalty Advice: Ongoing advice and guidance on penalties

Payments on Account: Estimations for the next tax year's payments

Employment Income: Calculations and considerations

Dividend Income: Management and reporting

Student Loan Repayments: Advice on managing student loan repayments

Pension Contributions/Payments: Handling pension contributions and payments

P11D Benefits: Managing and reporting on P11D benefits

Our Services

Payroll and Administrative Services

Payroll Services

Comprehensive Payroll Setup and Processing: We handle complete payroll setup and monthly PAYE processing for your staff

RTI Filing: We manage all Real-Time Information (RTI) filing requirements, including P45, P46, and P60 forms

Seamless Integration with Xero: Our setup through Xero integrates smoothly with your existing software and reporting systems

Timely Payments: We ensure that your employees are paid on time every month, with end-of-period email confirmations to verify all details are accurate

P60 Preparation: We take care of preparing P60 forms for your employees

Bookkeeping Services

Personalized Bookkeeping Management: We take over your bookkeeping and provide you with a dedicated accountant to keep your books consistently up to date

Personal Accountant Service: In addition to bookkeeping, we provide a comprehensive offering of services including payroll services, financial statement preparation, business advisory, registrations, and tax services

Dedicated Professional Support: You will be assigned a professional, qualified bookkeeper/accountant to assist you with your bookkeeping needs

Our Bookkeeping Services Include:

Accounts Receivable & Accounts Payable: Efficient management of your incoming and outgoing finances

Bank Reconciliation & Automated Bank Feeds: Accurate and timely reconciliation of your bank accounts

General Journal & Trial Balance Reports: Detailed and organized financial records.

Balance Sheet: Clear representation of your financial position

Profit & Loss: Comprehensive analysis of your business performance

Management Reports: Insightful reports to aid in business decision-making

Custom Reporting: Tailored reports to meet your specific needs

Cloud Accounting Software: Utilizing QuickBooks Online and Xero for efficient and accessible bookkeeping