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For new and smaller sole traders who want their bookkeeping kept under control.
What's included:
Quartlery bookkeeping
Bank reconciliation
Categorisation of income and expenses
Quarterly financial review
Profit & Loss reports
VAT bookkeeping, where applicable
Ongoing support
Self Assessment tax returns
Ideal for: freelancers, consultants, tradespeople.
£50 - £125 per month
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For established sole traders who want more regular support and a clearer picture of their finances.
What's included:
Monthly bookkeeping
Bank reconciliation
Monthly Profit & Loss
Monthly Balance Sheet
Regular financial review
VAT return preparation & submission
Self Assessment tax returns
Cash-flow monitoring
Ongoing support
Ideal for: established sole traders with higher transaction volumes.
£125 - £250