Business Setup, Software & Catch-Up Bookkeeping for Sole Traders & Partnerships
Get your bookkeeping set up correctly — or bring it back on track.
Whether you’re starting fresh with bookkeeping software or need to fix and update existing records, we provide practical, HMRC-compliant support tailored to UK sole traders and partnerships.
What's Included
Business Setup & Software
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Setup of Xero cloud bookkeeping software
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Customisation of Chart of Accounts (if required)
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Adding business details, preferences, and bank feeds
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Walk-through on uploading invoices and receipts
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Email support for initial software queries
Catch-Up & Clean-Up Work
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Rebuilding missing bookkeeping records
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Sorting and categorising historic transactions
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Reconciling bank accounts and correcting errors
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Organising receipts and expense documentation
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Fixing duplicated or incorrect entries
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Preparing records for Self Assessment or a new financial year
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Transitioning from spreadsheets or paper records to software for MTD-compliance
How It Works
Business Setup & Software
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We discuss your business and bookkeeping needs
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Your software is set up and configured correctly
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Bank feeds and settings are tested to find any issues
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You're shown how to use the system confidently
Your bookkeeping starts organised, compliant, and ready to use.
Catch-Up & Clean-Up Work
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We review your existing records
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Missing or incorrect data is rebuilt and corrected
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Accounts are reconciled and checked for omissions or errors
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Records are brought fully up to date and compliant
You’re left with clean, reliable records you can move forward with. Submission of any missed Self Assessment can be discussed at the enquiries stage.
Pricing
Business Setup & Software
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From £70.00 (one-off charge)
Pricing depends on setup complexity. Exact prices will be confirmed at the enquiries stage.
Catch-Up & Clean-Up Work
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From £30.00 / hour
Pricing depends on how far behind your records are and the overall complexity. Exact prices will be confirmed at the enquiries stage.
Who Is This Service For
Business Setup & Software
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If you're starting a new business
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If you're moving from spreadsheets to software
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If you want MTD-compliant records from day one
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If you want confidence using bookkeeping software
Catch-Up & Clean-Up Work
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If your bookkeeping has fallen behind
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If your records need fixing before a tax return
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If you've received HMRC reminders or penalties
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If you want a clean slate going forward
If you need help with your Self Assessment return, this can be handled as a separate service.
Not sure which option you need?
Get in touch and we’ll help you choose the right support for your situation.
Monthly or Quarterly Bookkeeping
Accurate monthly or quarterly bookkeeping tailored to small business needs.
Keeping your records organised, compliant, and ready for year-end.
Includes:
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Categorising all income and expenses
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Bank feed set-up and reconciliations
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Digital receipt support (upload or email receipts)
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Monthly or quarterly bookkeeping updates (if required)
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Basic monthly or quarterly management reports (Profit & Loss, Cash flow, Debtors & Creditors)
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Unlimited email support during working hours for bookkeeping queries
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Secure, cloud-based bookkeeping system
From £60.00 per month for sole traders
From £80.00 per month for partnerships
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Payroll Management
Simple, compliant payroll processing for you and your employees.
Accurate payslips and HMRC submissions handled every month.
Includes:
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Weekly / bi-weekly / monthly payroll processing
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Payslips issued to you to check and forward to employees
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Real-Time Information (RTI) submissions to HMRC
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Statutory payment processing (SSP, SMP, SPP etc)
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Pension contribution reporting
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Employer payroll summary each period
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End-of-year filing (P60's, P11D's if required)
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Declaration of compliance to Pension Regulator (every 3 years)
One employee: £12.00 per payslip per month
Additional employees: £6.00 per payslip per month
From £25.00 for compliance
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CIS Monthly Reporting
Monthly CIS reporting and subcontractor statements handled for you.
Helping contractors & subcontractors stay compliant with fast, accurate submissions.
Includes:
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Verifying subcontractors with HMRC (if needed)
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Calculating CIS deductions
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Preparing and submitting monthly CIS returns
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Producing CIS statements for subcontractors
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Correcting errors / re-submissions (if necessary)
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Guidance on CIS responsibilities
From £25.00 per monthly submission
Self Assessment Tax Returns
Complete preparation and submission of your self-employed or partnership tax return.
Reducing stress and ensuring everything is filed correctly and on time.
Includes:
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Full review of your bookkeeping records
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Preparation of your Self Assessment Tax Return
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Calculation of tax due or refund owed
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Submission to HMRC
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Allowable expenses guidance
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Support with HMRC queries relating to your return
For Partnerships:
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Partnership tax return (SA800) preparation and submission
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Individual partner tax returns
From £120.00 per return for sole traders
From £150.00 per return for sole traders with multiple incomes
From £120.00 per partnership return
New Business Set-Up & Software Onboarding
Get your bookkeeping software set up correctly from day one.
Start your business with clean, organised accounts and proper guidance.
Includes:
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Setup of cloud bookkeeping software (Xero)
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Customisation of Chart of Accounts (if preferred)
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Adding business details and preferences
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Setting up bank feeds
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Walk-through on how to upload invoices / receipts
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Support via email for queries
From £70.00 (one-off charge)
Bookkeeping Catch-Up & Clean-Up Work
Bring your accounts up to date and fix issues from previous periods.
Perfect for businesses that are behind or switching to digital bookkeeping.
Includes:
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Rebuilding missing bookkeeping records
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Sorting and categorising old transactions
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Reconciling bank accounts and correcting errors
-
Organising receipts and expense documentation
-
Fixing duplicated or incorrect entries
-
Preparing your records for Self Assessment or new financial year
-
Transition from spreadsheets to software for MTD compliance
From £30.00 per hour
Get in touch
Get in touch to discuss your bookkeeping needs. Complete the form and we’ll respond as soon as possible.