Frequently Asked Questions
Do you support limited companies?No. We work exclusively with UK sole traders.
That focus allows us to provide structured, cost-effective support without the added complexity limited companies require.
What does “records provided in good order” mean?Records must be complete, accurate and provided on time (bank feeds connected, invoices uploaded, no large unexplained gaps). Where significant clean-up is required, additional fees may apply.
Is Self Assessment included in all plans?Self Assessment is included in the Essentials plan and above, provided records are received by 31 December. For Starter clients or where records are received late, Self Assessment is available as a one-off service (£150).
What is bookkeeping catch-up work?Catch-up work applies where bookkeeping has fallen behind and earlier periods need reconstructing. Fees are quoted based on transaction volume and complexity (minimum £300).
Are VAT returns included?Quarterly VAT returns are included in the Standard and Premium plans (MTD compliant), up to 300 transactions per VAT quarter on the Standard plan.
What happens if I go over my transaction limit?If your transaction volume consistently exceeds your plan limit, we will recommend moving to the most suitable plan or provide a tailored quote. This ensures your service remains accurate and sustainable.
How do I know which plan is right for me?If you're unsure, book a free 15-minute call and we’ll recommend the most suitable plan based on your VAT status, payroll needs and transaction volume.
You can also use the plan guide on our website to match your current setup. Plans can always be upgraded as your business grows.
Can I upgrade or change plans later?Yes. As your business grows, your support can too.
If your transaction volume increases, your register for VAT, or take on employees, we’ll recommend the appropriate plan to keep everything structured and compliant
Do you deal with HMRC on my behalf?Yes, where authorised we can communicate directly with HMRC regarding VAT, Self-Assessment and other relevant matters so you don’t have to manage that yourself.
What happens if I fall behind on my bookkeeping?If records are incomplete or delayed, we will assess what’s required and provide a separate quote for catch-up work before proceeding.
Our aim is to get you structured and up to date as quickly and efficiently as possible.
Are there any hidden fees?No. Your monthly fee covers the services outlined in your chosen plan. Any additional work (such as catch-up bookkeeping or significant extra transactions) will be discussed and agreed in advance.
Do you offer tax planning advice?Our Partnership plan includes structured financial oversight and forward-planning discussions.
If you require more complex tax advice outside the scope of bookkeeping and compliance we can discuss suitable next steps.
How quickly can we get started?Once we’ve agreed your plan and received all the required information, onboarding can usually begin within a few working days.
If catch up work is required, we will provide a clear timeline before starting.
Do you work remotely?Yes. We provide fully remote bookkeeping and compliance support across the UK using secure cloud software such as QuickBooks and Xero. This allows for efficient, paper-free collaboration wherever you’re based.
What software do you use?We work with cloud accounting platforms such as QuickBooks and Xero.
If you’re not currently using software, we can recommend and set up the most suitable system for your business.