Let’s get your books sorted.

What helps, and what is not needed

Nothing is compulsory. We can have a useful conversation with nothing in front of us at all, and plenty of people get in touch before they have anything to send.

If you are already trading, your last set of accounts or your last tax return tells us most of what we need — what you turn over, how you are set up, and what you are currently paying.

If you are just starting out, there is nothing to send. The conversation is about whether to be a sole trader or a company, what you need to register for and when, and what to put in place before the first invoice goes out.

If you are under CIS — paid under deduction, paying subcontractors, or both — your last three payment and deduction statements or CIS returns are worth digging out. Those are the documents that show whether the deduction was calculated correctly, and a bank statement cannot tell us that. There is more on what a CIS review looks at.

What you will get out of it

• Whether your business is on the right structure for what you turn over, and what changing it would be worth.
• What you should be putting aside for tax, and when it is actually due.
• Whether you are claiming everything you are entitled to on the van, the tools and working from home.
• Whether Making Tax Digital applies to you yet, and what you need in place for it.
• If you are under CIS: whether your deductions are right, what a corrected materials treatment is worth in cash, and whether you would pass the gross payment status tests.
• If everything is already in good order, we will say so.

There is no charge for any of this and no obligation at the end of it. If you want us after that, the fee is fixed, monthly, quoted on what we have discussed, and agreed before anything starts.