What I Offer

My services

My approach is rooted in establishing strong, trustworthy relationships with my clients. I prioritize understanding their unique concerns and challenges, and I work collaboratively to define clear objectives. By offering practical, tailored solutions, I ensure that my clients feel supported and confident in our partnership.

Are you…

An individual?

I provide the following services:

  • Identifying bookkeeping software, installation and training.
  • Preparation and filing of self-assessments
  • Assistance with tax audits and disputes
  • Financial planning and strategy

Self-employed?

I provide the following services:

  • Identifying bookkeeping software, installation and training
  • Set-up and maintenance of general ledgers
  • Recording financial transactions (sales, purchases, receipts, and payments)
  • Reconciling bank statements
  • Financial planning and strategy
  • Preparation and filing of self-assessments
  • VAT registration and compliance
  • Assistance with tax audits and disputes
  • Advice on HMRC Making Tax Digital
  • Companies House corporate filings

A small or medium-sized enterprise?

I provide the following services:

  • Identifying bookkeeping software, installation and training
  • Set-up and maintenance of general ledgers
  • Recording financial transactions (sales, purchases, receipts, and payments)
  • Managing accounts receivable and accounts payable
  • Reconciling bank statements
  • Payroll processing and management
  • Preparation of financial statements (balance sheet, income statement, etc.)
  • Monthly, quarterly, and annual reporting
  • Financial planning and strategy
  • VAT registration and compliance
  • Corporate tax return preparation and filing
  • Assistance with tax audits and disputes
  • Advice on HMRC Making Tax Digital
  • Companies House corporate filings