Accountancy support built around small businesses

Who this service is for

This service is for Birmingham and Midlands small businesses that want a single, dependable point of contact for their accounts and tax. It suits sole traders and partnerships who need their bookkeeping and Self Assessment handled, and small limited companies that want year-end accounts, corporation tax, VAT and payroll looked after together. It is equally suited to people just starting out who want to set things up correctly from day one, and to established owners who have outgrown doing it all themselves.

How we can help

We take on the recurring financial work that a small business generates and make sure it is done accurately and on time. That means keeping your bookkeeping current, preparing and filing your year-end accounts, calculating and submitting your tax, handling VAT returns where you are registered, and running payroll if you employ people. Because these pieces sit with one team, information flows between them instead of being reconstructed each time, which reduces errors, duplicated effort and last-minute pressure around deadlines.

What’s included

• Year-end accounts for sole traders, partnerships and small limited companies
• Self Assessment and corporation tax returns, as appropriate to your structure
• Bookkeeping kept current and reconciled
• VAT registration guidance and VAT return preparation
• Payroll processing and related submissions where you employ staff
• Software-neutral cloud record-keeping, fitted around your existing system or set up fresh
• Onboarding, including access, authorisations and a clear deadline timetable
• A fixed fee agreed in advance for the services you need
• A regular point of contact for questions through the year

What’s not included

• Specialist tax planning or one-off advisory projects beyond your agreed services, which we scope and price separately
• Bespoke management reporting or forecasting, which we can add by arrangement
• Statutory audit work
• Legal, investment or regulated financial advice

How it works

1. We talk through your business, its structure and what you need, then agree the services and a fixed fee.
2. We set up the practical arrangements: access to your records, authorisations to act for you and a timetable of key dates.
3. We bring your bookkeeping up to date and confirm the figures we are starting from.
4. We handle the recurring work (bookkeeping, VAT and payroll) on an agreed cycle.
5. We prepare your year-end accounts and tax, review them with you and file once you are happy.
6. We keep in touch through the year so issues are dealt with early rather than at the deadline.

What we’ll need from you

• Details of your business structure and how you currently operate
• Access to your bank and card accounts and to your accounting records
• Sales invoices, purchase invoices and receipts as they arise
• Authorisation for us to deal with HMRC and, for companies, Companies House on your behalf
• Prompt responses to occasional queries so deadlines stay comfortable rather than tight

Common mistakes to avoid

• Leaving bookkeeping until the return is due, which turns a routine task into a stressful and error-prone catch-up
• Mixing personal and business money through one account, making the accounts harder to prepare and easier to get wrong
• Choosing a business structure without weighing the reporting and tax consequences of each
• Missing filing and payment deadlines, which can trigger avoidable penalties and interest
• Assuming the year-end accounts and the tax return will simply fall out of poor records, when both start from the quality of your bookkeeping

Serving Birmingham and the Midlands

Because we work in the cloud, we support small businesses across Birmingham and the wider Midlands without anyone having to drop off paperwork. Your records live online where we can both see them, and when you would like to talk something through in person or on a call, we arrange it around your day.