Sole Trader Accounts Package

Complete financial clarity

The essential sole trader package for clarity, compliancy and complete control over your business finances.

Key features

• All the essentials you need to legally run your business.
• Tailor your package to suit your individual needs. See options below.
• Inclusive tax investigation insurance, employment and health and safety advice [via Peninsula] so you never have to worry about investigation fees.
• Receive ongoing support and advice from your designated account manager who knows you and your business.

Save money

• Fixed fee package, so you always know how much you will pay.
• Save 30% off our basic annual fee with this all essentials, pay monthly package.
• Receive money saving tax tips via our exclusive members area.
• Knowing your tax liability within a month of your year end, allows advance tax planning, to maximise your allowances and tax saving opportunities.
• By paying monthly you will be optimising your cash flow, and there will be no large annual bills, ever again.

Save time

• Your company accounts and tax liability figure will be produced within 30 days of the year end.
• Your bookkeeping & VAT data will be processed within seven working days and your financial report returned within ten, so you will know what is happening within your business, right now, when it matters.
• Drop your books into us, leaving you free to run your business.
• Our fully qualified bookkeepers and accountants are all under one roof, so you won’t have waste time going between two or more companies.

Financial clarity

• Receive regular financial reports showing the current financial status of your business; how much profit you have made, how much you owe in tax and how much money you can safely withdraw from your company, without going overdrawn.

Options

• Choose the Virtual [UK] service, via our secure virtual letterbox, or use the
• Traditional [Local] service, by dropping into one of our offices.
• Choose to do your own bookkeeping or have one of our qualified, in-house bookkeepers process your books for you.
• Choose your preferred data format – Sage, QuickBooks, Spreadsheet or Clearbooks.
• Choose how to spend your inclusive hour of our time per month; on data entry, bookkeeping, VAT calculations or meetings.