Everything an owner-managed business needs, in one place
Take the lot as a monthly package or pick the pieces you actually need. Most clients start with bookkeeping and year-end, then add payroll once they take someone on.
Year-end accounts & corporation tax
Full statutory accounts prepared under FRS 105 or FRS 102 1A, filed at Companies House, with the CT600 and computations filed with HMRC.
- Statutory accounts and abridged filing
- Corporation tax return and computations
- Confirmation statement
- Director's loan account review
- A pre-year-end planning call
Bookkeeping & Xero
Weekly, monthly or quarterly. We can take over an existing Xero file, migrate you from spreadsheets or Sage, or rebuild a file that has drifted.
- Xero setup, migration and training
- Bank feed and credit card reconciliation
- Sales and purchase ledger
- Receipt capture via Hubdoc or Dext
- Catch-up and cleanup projects
Making Tax Digital for Income Tax
Quarterly updates and the final declaration, on HMRC-recognised software. We check your qualifying income first so you are not signing up a year early.
- Qualifying income assessment
- Sign-up and software setup
- Four quarterly updates a year
- Year-end final declaration
- Exemption applications where relevant
VAT registration & returns
Registration when you approach the £90,000 threshold, the right scheme for how you trade, and returns filed under Making Tax Digital.
- Registration and deregistration
- Flat rate, cash and annual accounting schemes
- Quarterly MTD returns
- Domestic reverse charge for construction
- Error correction and disclosures
Payroll & auto-enrolment
Run monthly or weekly, with RTI submissions on time, payslips to your staff and the pension side handled alongside it.
- Full RTI payroll and payslips
- Starters, leavers, P45s and P60s
- Auto-enrolment assessment and uploads
- Statutory sick, maternity and paternity pay
- CIS returns for construction
Personal tax returns
Directors, sole traders, landlords and anyone caught by the High Income Child Benefit Charge. Filed early, so you know the January figure by the autumn.
- SA100 and all common supplements
- Property and dividend income
- Capital gains reporting
- Payments on account review
- Filed well before 31 January
Management accounts & forecasting
Monthly or quarterly figures with commentary in English, plus a rolling cash forecast so you can see the tight month before you are in it.
- Monthly or quarterly management accounts
- Cash flow forecasting
- Budget versus actual
- KPI reporting for your sector
- Figures for lenders and landlords
Company formation & director support
Whether incorporating is right for you at all, and if it is, doing it properly — with the PAYE, VAT and pension registrations that follow.
- Sole trader versus limited company review
- Company formation
- PAYE, VAT and pension registration
- Salary and dividend structure
- First-year bookkeeping setup
Hampshire and Dorset, from the Ringwood boundary
Our office sits at Ashley Heath, right on the county line, which means both counties are genuinely local rather than one being an afterthought.
New Forest & south Hampshire
Ringwood · Fordingbridge · Lymington · New Milton · Brockenhurst · Lyndhurst · Totton · Romsey · Southampton · Eastleigh · Winchester
East Dorset & the conurbation
Ashley Heath · St Leonards · Verwood · West Moors · Ferndown · Wimborne · Christchurch · Bournemouth · Poole · Wareham · Blandford Forum