Services

One package. One fixed fee. No surprises.

The Clarity Package covers your full compliance cycle and the conversations that turn it into something useful. Every service listed is included as standard.

The Clarity Package

Your full compliance cycle, handled

Your books, your returns, your filings and your reporting, managed to one standard, on one timetable, by one person who knows your business.

01

Bookkeeping

Your records kept current and reconciled throughout the year, not reconstructed from a carrier bag of receipts in the weeks before a deadline.

Accurate books are not an administrative chore. They are the foundation every other figure depends on.

  • Bank and card reconciliation
  • Sales and purchase ledgers
  • Receipt and invoice processing
  • Monthly management figures

Read more about Bookkeeping →

02

VAT Returns

Prepared, reviewed and submitted on time, with the treatment checked rather than assumed.

Where a scheme or a rule could work in your favour, you will be told about it rather than left to find out later.

  • Quarterly return preparation
  • Digital submission under MTD
  • Scheme suitability reviewed
  • Registration and deregistration

Read more about VAT Returns →

03

Year-End Accounts Filing

Statutory accounts prepared to the correct framework and filed at Companies House within the deadline.

Prepared once, checked twice, and walked through with you before anything is submitted.

  • Statutory accounts preparation
  • Prepared to the correct reporting framework
  • Filing at Companies House
  • Accounts explained line by line

Read more about Year-End Accounts Filing →

04

Company Tax Returns

Your CT600 prepared alongside the accounts, with reliefs and allowances claimed properly rather than overlooked.

Submitted to HMRC with time in hand.

  • CT600 preparation and submission
  • Capital allowances reviewed
  • Director and dividend planning
  • Payment deadlines tracked

Read more about Company Tax Returns →

05

Cash Flow & Reporting

Figures you can actually make decisions on.

Not a pack of statements you file unread, but a clear picture of what is coming in, what is going out and what that means for the months ahead.

  • Cash flow forecasting
  • Profitability and margin analysis
  • Budget setting and analysis against actual
  • Reporting in plain English

Read more about Cash Flow & Reporting →

06

Quarterly Performance Reviews

Four scheduled meetings a year, plus a year-end review of the prepared accounts before anything is submitted.

Not just what was filed, but what it means and how to use it to govern the next quarter and beyond. This is where compliance turns into planning.

  • Results against prior quarter and year
  • Margin, cash and cost review
  • Forward tax planning
  • Agreed actions before the next quarter

Read more about Quarterly Performance Reviews →

Support all year round, not once a year

Your accountant should not be someone you hear from at the deadline and nowhere in between. Every package includes year-round support: questions answered when they arise, decisions talked through before you make them, and figures reviewed while there is still time to act on them. Not just compliance. Consistent.

Software I work with QuickBooks Xero Sage Dext

Also available

Three further services

Available alongside your package or independently.

HMRC & Companies House compliance

The statutory filings that keep your company in good standing, tracked, prepared and submitted before they become a problem.

  • Companies House identity verification, as an Authorised Corporate Service Provider
  • Confirmation Statements (CS01)
  • Company incorporation and registration
  • Director, secretary and PSC changes
  • Registered office and accounting reference date changes
  • Corporation Tax and VAT registrations
  • Self Assessment registration and agent authorisation
  • Dormant company accounts
  • Voluntary strike-off and dissolution

Read more about HMRC & Companies House Compliance →

Payroll

Full payroll delivered through a trusted specialist partner, coordinated and overseen by me so you deal with one point of contact and one standard of care.

  • Monthly or weekly payroll processing
  • RTI submissions to HMRC
  • Payslips, P60s and P45s
  • Auto-enrolment pension compliance
  • Statutory pay and starter or leaver processing

Delivered in partnership. You are told exactly who handles what, in writing, before anything begins.

Read more about Payroll →

Self Assessment

Personal tax handled with the same rigour as the company, prepared, checked and submitted well before the deadline, never in the last week of January.

  • Personal tax returns (SA100)
  • Sole trader and partnership returns
  • Property and rental income
  • Director, dividend and employment income
  • Registration and agent authorisation
  • Compliant with Making Tax Digital

Read more about Self Assessment →

Why this matters

Your numbers are read by people you will never meet

Lenders deciding whether to back you. Suppliers setting your credit terms. Buyers, investors and partners forming a view before you have said a word.

How well you understand your own figures is taken as how well you understand your business. That is the real reason this work matters, and it is why I will not simply file and move on.

How fees work

Fixed, transparent, agreed up front

You receive a written proposal setting out exactly what is included and what it costs before any work begins. No hourly billing, no invoice you did not expect, and no charge for picking up the phone.

Nothing is optional to remove as the services work together, but where your business does not qualify for a service, such as VAT or Self Assessment, this is deducted accordingly. You pay for what applies to you, and nothing that does not.

You will know the cost before you commit, and it will not move without a conversation.

How it works

  • Step oneBook a free discovery call through my calendar. Your confirmation email explains what happens and what to bring.
  • Step twoCome prepared with your goals, recent records and the software you use, so the call can be tailored to you.
  • Step threeThe call itself. You tell me where the business is, what is working and what is keeping you awake. No sales pitch.
  • Step fourWithin 24 to 48 hours, a written quote and agreed list of services for you to review, before any work begins.
  • Step fiveOnce agreed, I get set up in your systems and get to work. Records handled, deadlines tracked, filings made.
Book a meeting

The full process, step by step

Common questions

Answered before you have to ask

The questions that come up most in a first conversation, answered here in the same plain terms you would get on a call.

Every fee is fixed and agreed in writing before any work begins, based on a written proposal from a free discovery call. There's no hourly billing and no surprise invoices. If your business doesn't need a particular service, such as VAT or Self Assessment, this is deducted from the price accordingly. You pay for what applies to you, nothing that doesn't.

Bookkeeping, VAT returns, year-end accounts filing, company tax returns, cash flow and reporting, and quarterly performance reviews: your full compliance cycle handled on one timetable, plus year-round support rather than contact only at deadlines. See the full breakdown above.

Year-round. Every package includes ongoing support: questions answered as they come up, decisions talked through before you make them, and figures reviewed while there's still time to act on them, not just a conversation once a year when something's due.

It depends on how you work: whether you're a limited company or sole trader, whether you work from home, use your own vehicle, have staff, and so on. Try the expense checker tool for a plain-English breakdown based on your situation, or ask directly on a discovery call.

Both, plus SMEs, new business start-ups, freelancers, property management companies and professional services. If your business is not listed, ask anyway. The fit matters more than the label.

Book a free discovery call through my calendar and complete the short booking form. Your confirmation email explains what to bring, and the more you have ready, the more tailored the call can be. Within 24 to 48 hours you receive a quote and agreed list of services to review. Once agreed, I get set up in your systems and get to work.

QuickBooks, Xero and Sage for the books themselves, and Dext for capturing receipts and bills. If you already use one of these, we carry on in it. If you're not using anything yet, I'll recommend what fits your business and get you set up.

Try the numbers yourself

Three free tools: see what different salary and dividend splits actually pay out, check what you can claim as a business expense, or find out whether Making Tax Digital affects you yet — all free, all run in your browser, nothing saved or sent anywhere.

Let us begin

Ready to see what this would look like for your business?

Book a free discovery call at a time that suits you. Thirty minutes, honest answers, under no obligation.