Accounting that brings clarity and continuity — accurate records, steady oversight and stability that keeps your entire structure in order.

Scope of Work:

Bookkeeping & Financial Records

• Full bookkeeping for micro and small companies, sole traders and partnerships
• Bookkeeping support for clients who enter their own data
• Setting up the accounting system and workflow
• Periodic reviews and corrections to ensure accuracy
• Bookkeeping clearance before annual accounts
• Ensuring records are complete, consistent and ready for annual accounts

Accounts Preparation

• Annual accounts for micro and small companies
• Receipts & payments or accruals accounts for charities
• Adjusting entries and year‑end corrections
• Ensuring alignment between accounting, tax and business decisions
• Preparing supporting schedules and documentation
• Reviewing the business profile (e.g., property flip, new service, new income stream) and adjusting accounting treatment accordingly

Tax Filings

• Corporation Tax
• VAT registration and returns
• VAT adjustments and ongoing compliance
• PAYE payroll and RTI submissions
• Construction Industry Scheme deductions and reporting
• Self‑Assessment for directors and business owners

Cost Classification & Financial Accuracy

• Correct cost classification throughout the year
• Ensuring expenses match the business model and tax rules
• Identifying misclassifications and correcting them before year‑end
• Ensuring clean, audit‑ready records

Reviews, Checks & Clarifications

• Preparing documents for reviews, checks and clarifications
• Ensuring accounting records match tax and compliance requirements
• Providing explanations and evidence for HMRC or lenders
• Ensuring financial documentation is consistent with governance and resolutions

Accounting System Choice & Support

• Advising whether to use your own accounting setup or leave the full process with us
• Helping clients choose the right system for their business
• Setting up chart of accounts, workflows and controls
• Providing ongoing support and periodic audits of client‑maintained systems

Charities & Not‑for‑Profit (Small and Medium)

• Bookkeeping and financial records
• Receipts & payments or accruals accounts
• Annual accounts and supporting documentation
• Preparing information for Charity Commission submissions
• Bookkeeping clearance and system setup
• Ensuring alignment with governance, tax and accounting
• Support for trustees and small charity committees

Compliance support that protects your operations — clear structure, aligned processes and steady regulatory support that keeps your business stable.

Scope of Work

Governance & Corporate Structure

• Company governance for micro and small businesses
• Compliance for holding structures and group entities
• PSC management and statutory registers
• Resolutions and minutes for business decisions
• Ensuring decisions are aligned with tax and accounting treatment
• Director duties and decision‑making frameworks
• Ensuring alignment between governance, tax and accounting

Companies House & Corporate Compliance

• Maintaining statutory registers and PSC records
• Preparing resolutions and minutes for business decisions
• Filing statutory changes (directors, shareholders, addresses, share structure)
• Preparing confirmation statements and supporting documents
• Ensuring company records match real operations 
• Reviewing company structure for compliance and risk
• Coordinating filings across multi‑entity and holding structures
• Ensuring Companies House documentation is consistent with governance, tax and accounting

Operational Compliance

• Operational policies and procedures tailored to the business
• Internal controls and workflow documentation
• Compliance processes for day‑to‑day operations
• Updating compliance when business activities change
• Ensuring documentation matches real operations 

Risk & Internal Controls

• Business‑level risk assessments
• Identifying operational, financial and compliance risks
• Designing proportionate internal controls
• Ongoing monitoring of regulatory obligations
• Practical guidance for reducing exposure to penalties and disputes

AML & Due Diligence

• AML documentation and internal processes
• Customer due diligence procedures 
• AML registers and evidence files
• Risk‑based approach for onboarding clients
• Preparing for AML checks and audits
• Clarifying AML requirements for specific business models

Regulatory Documentation & Reporting

• Mandatory reporting requirements for small companies
• Preparing compliance documentation for regulators
• Clarifying regulatory expectations and obligations
• Responding to compliance checks and enquiries
• Evidence packs, explanations and structured responses

Entity Management & SPV Compliance

• Compliance for property SPVs
• Documentation for investors and shareholders
• Maintaining statutory records and filings
• Ensuring SPV alignment with tax and accounting
• Ongoing monitoring of obligations for multi‑entity structures

Business‑Specific Obligations & Insurance Requirements

• Identifying mandatory insurance requirements for specific business types
• Clarifying statutory obligations for landlords, traders and service providers
• Ensuring business activities meet minimum legal and regulatory standards
• Preparing documentation and evidence for compliance checks
• Aligning operational obligations with tax, accounting and governance
• Highlighting sector‑specific risks and required internal controls

Charity Governance & Compliance (Small and Medium)

• Governance support for trustees and committees
• Policies, procedures and internal controls
• Minutes, resolutions and decision‑making documentation
• Ensuring alignment between governance, accounting and reporting
• Preparing documentation for Charity Commission submissions
• Risk assessments and operational compliance for small charities

Tax support built around your decisions — clear guidance, precise planning and a forward view that helps you make well‑informed, profitable choices.

Scope of Work

Business Tax

• Corporation Tax (CT600)
• VAT registration and returns
• VAT adjustments and ongoing compliance
• CIS deductions and reporting
• Tax implications of business changes (new activity, property flip, restructuring)
• Monitoring thresholds and statutory deadlines
• Preparing structured responses for HMRC enquiries and checks

Personal Tax for Business Owners

• Self‑Assessment (SA100)
• Income Tax planning for business owners and directors
• Tax planning aligned with the owner’s personal tax position
• Dividends, salary, benefits and withdrawals
• Inheritance Tax considerations where relevant

Cross‑Border & International Tax

• UK tax considerations for clients with income or assets abroad
• Income or gains arising from overseas assets
• Rental income from overseas properties
• Capital gains on the sale of overseas assets
• Double taxation and foreign tax credit relief
• Clear explanations for clients with international ties

Property‑Related Taxes

• Council Tax and Business Rates guidance for property investors
• Tax treatment of property income and expenses
• Tax implications of property flips and developments
• Capital allowances and allowable costs
• Tax alignment for SPVs and property groups

Customs, Duties & Import Taxes

• Guidance on customs duties and import VAT
• Classification and documentation support
• Preparing structured explanations for HMRC
• Ensuring correct accounting treatment of duties and import VAT
• Support for businesses importing goods into the UK

Tax Planning & Structuring

• Tax‑efficient structuring for micro and small companies
• Alignment between business structure, personal tax and accounting
• Group and holding structure tax alignment
• Timing of income and expenses
• Allowances, reliefs and exemptions

Ownership & Income Allocation

• Reviewing beneficial ownership for tax purposes
• Adjusting allocation of property income between spouses or partners
• Preparing evidence and explanations for HMRC
• Ensuring correct tax treatment based on actual entitlement
• Aligning ownership structure with personal and business tax planning

Legal support that protects your position — clear agreements, precise drafting, and structured, effective preparation with consistent guidance at every stage.

Scope of Work

Commercial & Business

• Drafting and reviewing commercial agreements
• Drafting service agreements
• Preparing terms, policies and operational documents
• Contract drafting and clause refinement
• Reviewing client-provided documents prior to signature
• Preparing payment demands and receivables documentation
• Negotiating with counterparties

Security & Debt Protection

• Preparing loan agreements and promissory notes
• Drafting personal guarantees
• Drafting contractual security clauses
• Preparing equitable charges (non‑registered security)
• Preparing notices of assignment and notices of charge
• Drafting retention of title clauses
• Preparing acknowledgements of debt
• Structuring repayment plans
• Preparing evidence and documentation for enforcement procedures

Enforcement & Charging Orders

• Preparing applications for charging orders (post‑CCJ)
• Drafting interim and final charging order documents
• Preparing Land Registry documentation for court‑ordered security
• Preparing notices to debtors and co‑owners
• Preparing schedules of debt and evidence packs

Disputes & Court Procedure

• Preparing pre‑action strategy
• Drafting letters before action and responses
• Providing procedural guidance (applications, statements, evidence, timelines)
• Supporting litigants in person step‑by‑step
• Drafting applications for injunctions (where appropriate)
• Preparing bundles, schedules and supporting documents
• Coordinating with solicitors or barristers
• Providing enforcement support for creditors and debtors

HMRC‑Related Legal Support

• Preparing challenges to HMRC decisions
• Drafting structured responses to HMRC enquiries
• Preparing evidence, explanations and supporting documents
• Negotiating with HMRC where appropriate
• Ensuring legal alignment with tax and accounting positions

Property Legal Support

• Drafting residential and commercial tenancy agreements
• Reviewing leases and identifying risks
• Supporting landlord–tenant matters
• Preparing notices, demands and procedural documentation
• Coordinating with solicitors and lenders
• Supporting property transactions (documents, checks, timelines)