Complete Accounting & Advisory Services
While bookkeeping keeps your day-to-day finances organised, accounting turns that data into
actionable intelligence. I provide the full spectrum of accounting services — from compliance
(VAT, payroll, year-end) to strategic advisory (forecasting, budgeting, growth planning) —
all delivered remotely with the same rigour you'd expect from a London-based firm.
VAT & Tax Compliance
VAT returns, MTD submissions, Self Assessment, and Corporation Tax are all part of the compliance
picture I manage for UK clients. VAT preparation and HMRC submission is handled via Xero or
QuickBooks — fully MTD compliant, always filed ahead of the deadline.
Need VAT returns handled end-to-end?
My dedicated VAT Returns service covers quarterly preparation, MTD submission,
scheme selection (Standard, Flat Rate, Cash Accounting), e-commerce VAT,
CIS reverse charge, and error correction.
See Full VAT Returns Service
Self Assessment Support
- Preparation of Self Assessment tax returns for sole traders and directors
- Income and expense analysis for tax optimisation
- Capital gains calculations and reporting
- Rental income reporting for property landlords
- Partnership tax return preparation (SA800)
- Tax payment scheduling and reminders
Corporation Tax Support
- Year-end accounts preparation for limited companies
- CT600 Corporation Tax Return preparation
- Working with your year-end accountant for final submission
- Dividend planning and director's loan account management
- R&D tax credit documentation support
- Capital allowances and depreciation schedules
Payroll Services
Full Payroll Management
- Monthly payroll processing (weekly, fortnightly, or monthly cycles)
- PAYE and National Insurance calculations and submissions
- Pension auto-enrolment compliance and management
- Real Time Information (RTI) submissions to HMRC
- P45, P60, and P11D preparation
- Statutory payment calculations (SMP, SSP, SPP)
- Employee payslip generation and distribution
- Year-end payroll reconciliation (P60s and FPS final submission)
I process payroll through Xero Payroll, QuickBooks Payroll, or standalone solutions like BrightPay.
I can also work with your existing payroll provider to ensure accounting records match.
Management Accounts & Reporting
Monthly Management Accounts
- Comprehensive P&L with departmental or project breakdowns
- Balance Sheet with working capital analysis
- Cash flow statement and liquidity ratios
- KPI dashboards (gross margin, net margin, debtor days, etc.)
- Budget vs actual variance analysis with commentary
- Trend analysis and month-on-month comparisons
- Custom reports tailored to your industry and business model
Cash Flow Forecasting
- 13-week rolling cash flow forecasts
- Annual cash flow projections for funding applications
- Scenario planning (best case, expected, worst case)
- Working capital optimisation recommendations
- Debtor collection strategy and DSO reduction
- Supplier payment term negotiation support
Advisory & Business Support
Strategic Financial Advisory
- Business performance reviews and growth strategy
- Pricing strategy analysis and margin improvement
- Break-even analysis and cost structure optimisation
- Funding and loan application support (business plans, projections)
- Due diligence support for acquisitions or sales
- Business structure advice (sole trader vs limited company)
Software Migration & Integration
- Migration from Sage, Tally, Excel to Xero or QuickBooks
- Multi-currency setup for international trading
- E-commerce integration (Shopify, WooCommerce, Amazon, eBay)
- CRM integration (HubSpot, Salesforce, Zoho)
- Payment gateway reconciliation (Stripe, PayPal, GoCardless)
- Custom reporting dashboards and automation
Internal Controls & Compliance
- Internal control system design and review
- Fraud prevention and detection procedures
- Expense policy development and enforcement
- Audit preparation and liaison with external auditors
- GDPR-compliant financial data handling procedures
- Backup and disaster recovery for financial records
Industry Specialisations
I have deep experience across multiple sectors:
- Construction & Trades — CIS compliance, subcontractor verification, reverse charge VAT
- E-commerce & Retail — Multi-channel sales reconciliation, inventory accounting, payment processor fees
- Professional Services — Time-based billing, WIP tracking, project profitability
- Property & Landlords — Rental income tracking, expense apportionment, SDLT calculations
- Manufacturing — Bill of materials, stock valuation, production costing
- Hospitality — Daily sales reconciliation, stock control, tip handling
How Advisory Works
Month 1: Discovery
Deep Dive Analysis
Comprehensive review of your current financial position, systems, and goals.
I identify quick wins and long-term improvement areas.
Monthly: Reporting
Management Accounts Delivery
Monthly management pack delivered by the 10th of each month with written commentary
highlighting key trends, risks, and opportunities.
Quarterly: Strategy
Advisory Call
60-minute video call to review performance, discuss strategic decisions,
and plan for the next quarter. Agenda set by your priorities.
Annually: Planning
Year-End & Forward Planning
Year-end review, tax planning for the coming year, budget setting,
and strategic goal alignment for the next 12 months.
Pricing for Accounting Services
Advisory services are priced based on complexity and business size. All packages include
the bookkeeping foundation plus the advisory layer.
Advisory Add-On — £200/month
Adds to any bookkeeping package:
- Monthly management accounts with commentary
- Quarterly 60-minute advisory call
- Cash flow forecasting (quarterly)
- KPI dashboard setup and monitoring
VAT & Tax Package — £150/month
- Quarterly VAT return preparation and MTD filing
- Annual Self Assessment preparation
- Tax payment reminders and scheduling
- Year-end accounts prep for your accountant
Payroll Package — £100/month (up to 5 employees)
- Monthly payroll processing
- PAYE/NI submissions to HMRC
- Pension auto-enrolment management
- Payslip generation and distribution
- +£15 per additional employee
Complete Package — From £600/month
- Everything above combined
- Monthly advisory call (instead of quarterly)
- Annual strategic planning session
- Priority support and same-day response
View Full Pricing Details
Frequently Asked Questions
Do you file VAT returns directly with HMRC?
Yes, I can file VAT returns directly through Xero or QuickBooks using MTD-compliant
software. Alternatively, I can prepare the return for you to review and submit,
or work with your existing accountant for final submission.
Can you handle CIS (Construction Industry Scheme)?
Absolutely. I handle CIS verification, monthly CIS returns, and reverse charge VAT
for construction businesses. I ensure subcontractors are verified and deductions
are calculated correctly.
What's the difference between bookkeeping and accounting in your packages?
Bookkeeping is the recording and organising of transactions (the foundation).
Accounting adds analysis, compliance (VAT, payroll, year-end), and strategic advice
(forecasting, KPIs, growth planning). Most clients start with bookkeeping and
add advisory as they grow.
Do you replace my year-end accountant?
No — I complement them. I prepare clean, organised books and management accounts
throughout the year, which makes your year-end accountant's job faster and cheaper.
Many clients keep their year-end accountant for statutory accounts and tax planning
while I handle the monthly work.
Can you help with funding or loan applications?
Yes. I prepare cash flow projections, management accounts, and business plans
required by banks and investors. My ERP background means I can build sophisticated
financial models that impress lenders.