Questions, answered.

Book a free 30-minute discovery call. We'll discuss your business, what you need, and which plan suits you. If you're happy to proceed, we send a digital engagement letter and get you set up in the portal. Most clients are up and running within a week.

No. We're fully remote. We work with clients across the UK. All documents are uploaded via the portal, and we communicate by email and video call. You don't need to post anything or visit an office.

Your name, trading details, UTR (Unique Taxpayer Reference) if you have one, and details of your existing accountant if applicable. We'll guide you through the rest - it's not complicated.

Yes. You can switch at any time. If you've already done some of your bookkeeping or tax work this year, we'll pick up from where you are. If there are historic gaps, we can catch up - just let us know the situation on the discovery call.

We handle most of it. Once you engage us, we write the professional clearance letter to your existing accountant requesting your records and files. We also set up HMRC agent authorisation (64-8) so we can deal with HMRC directly. It typically takes about a week and requires minimal effort from you.

Yes. We see this regularly and it's straightforward. Your previous accountant is legally required to cooperate with a professional clearance request. We'll let you know if there are any gaps we need to fill.

It's rare, but it does happen. Your accountant is professionally obligated to respond to a clearance request. If they're unresponsive, we can help with next steps - there are escalation routes available.

You don't have to do it yourself. Once you instruct us, we handle the professional clearance letter. Your previous accountant will be notified through the standard professional process.

Plans start at £50/month for self-employed individuals, £100/month for Ltd Essentials (sole director company), and £150/month for Ltd Growth (includes monthly bookkeeping and payroll for up to 5 employees). All prices exclude VAT.

No setup fees and no minimum contract. We bill monthly by Direct Debit and you can cancel with 30 days' notice. We want to earn your business every month.

You can upgrade your plan at any time with 30 days' notice. If something specific falls outside your plan - like R&D credits or a complex capital gain - we'll quote for it separately and tell you before any additional charges apply.

No - software subscriptions (FreeAgent, QuickBooks, Xero) are separate and typically cost £12–30/month. We'll advise which suits your business and help you set it up.

Corporation tax is due 9 months and 1 day after your accounting period ends (for companies with profits up to £1.5m). Your accounts must be filed with Companies House within 9 months and with HMRC within 12 months of the period end. We track all of this for you.

The self assessment tax return is due online by 31 January following the tax year end (5 April). Tax owed is also due by 31 January, with a second payment on account due 31 July. We submit well ahead of the deadline.

You must register for VAT when your taxable turnover exceeds £90,000 in a rolling 12-month period (as of 2024/25). You can also register voluntarily below this threshold, which can be beneficial in certain circumstances. We'll advise if voluntary registration makes sense for you.

MTD is HMRC's initiative requiring businesses to keep digital records and submit returns using compatible software. MTD for VAT is already mandatory. MTD for Income Tax (ITSA) is being phased in from April 2026 for self-employed individuals and landlords with income over £50,000. We handle MTD compliance as part of our service.

Yes, and it's a common and legitimate tax-efficient approach. The typical structure involves a small salary (up to the National Insurance threshold) and dividends from company profits. We'll advise on the optimal split based on your situation as part of the Ltd Essentials and Growth plans.

Through your client portal. You can upload bank statements, receipts, invoices, or any other documents directly. We'll request what we need when we need it - you'll get a notification, not a confusing email thread.

We aim to respond within 48 hours on business days. For urgent matters (HMRC deadlines, time-sensitive questions), we prioritise same-day responses. Ltd Growth clients get priority 24-hour support.

Yes. You'll have a named contact who handles your file and knows your business. You're not passed around a team, and you don't get a different person each time you call.

We work with FreeAgent, QuickBooks, and Xero. FreeAgent is particularly good for small limited companies and sole traders - it's clean, easy to use, and generates the reports we need. We'll recommend the right tool for your situation.