Sole Traders & Partnerships

Below is the list of common services we provide to sole traders and partnerships, of course just because it is not listed does not mean that we don’t do it!

The services we provide to unincorporated businesses are broken down into three distinct packages, starting from just £30 per month.


This package is for the budget conscious, and provides the minimum information to keep your business compliant with all of the relevant authorities, this is the service you might receive from excellent, traditional style, accountants.


This package upgrades to include additional information to help you build and guide your business.


This is the ultimate package, designed to give you the best possible assistance available, including looking to the future and setting targets and tracking them closely throughout the year.

If you would like more details please contact us to request our services brochure, or use the telephone number and social media links on this page.

The tables below give an overview of what is included in each of our standard packages:


All the basics to keep your business going:

  • Annual business accounts
  • Partnership Tax Return, if required
  • Basic Tax Returns for business owner, or up to 2 Partners
  • Xero online accounting subscription
  • All telephone & email support
  • Dealing with HM Revenue & Customs on your behalf



Everything included in the Silver level PLUS:

  • Accounts Analysis pack to really understand your business’s financial performance
  • Pre-year end planning meeting to help you save tax
  • Quarterly management accounts so you can stay on top of your finances
  • Quarterly management reports to explain everything in a simple to understand fashion


Everything included in the Gold level PLUS:

  • Monthly management accounts & reports for a real understanding of your business’s performance
  • Budget setting & monitoring to plan for your business’s future
  • Cashflow forecasting & monitoring so you know when to save and when to spend
  • Forward planning to help you  achieve your aims



We also offer a host of additional services including:

VAT Return preparation
Payroll, P11D & Construction Industry Scheme preparation
Tax Credits service
Fee Protection Cover, in case of an HMRC investigation
Incorporation & registration service
Dormant company accounts
Business Plan preparation and review
Tax Planning
Mortgage & Rental applications

Changing Accountant?

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