Call us: 01865 842 266

Email us: [email protected]

Call us: 01865 842 266

Are you interested in our Sole Trader Accountancy Packages?

You’ll find details on the next steps in your inbox.

All Inclusive – Fixed Fee: Sole Trader Packages

The old days of cardboard boxes and spreadsheets are being consigned to history.  Accuracy, HMRC, Making Tax Digital, Auto Enrolment and competitive pressures of speed and professionalism are demanding software solutions to meet these demands.

Any truly professional business needs to recognise the market and customer expectations.  With a good product or service, backed up by the right team and professional support a company can grow and become more profitable now faster than at any other time in business history.  As companies struggled to accommodate the problems created by Covid, we were asked for and developed our Advisory Cloud services to help companies and directors.

We are here to support our customers in every way possible.

How we help our clients:

Accounts

It’s required as a minimum, by HMRC.  It is not done for the good of the company or the directors

Personal Self Assessments

Must be done just like the Compliance

Annual personal tax planning review

Prior to year-end, we look at all options to save you money by reducing tax burdens.

Cloud Business Wealth Club - Advisory

This is where we help clients work “On The Business”.  This has become the most valued part of the packages

Online Cloud Bookkeeping Software

We set up, train, and support you on the Cloud Bookkeeping software. 

Online Receipt Data capture

HMRC compliant, paperless data capture.  We set it up, you get all information delivered straight into your bookkeeping software.

Benefits of cloud accounting software

Running your business accounts online has many advantages.

  • Data about your sales or income and purchases can flow straight from your bank to your books so you don’t spend hours transcribing them.

  • You can see your current financial position at any time.

  • Multi-user access makes it easy to collaborate online with your team and advisors.

  • It’s online software so there’s nothing to install or update, and all your data is backed up automatically.

  • You can set up a dashboard showing important financial information like who owes you money, what bills are due, and how your cash flow is looking.

  • All works are completed within 90 Days of Year-End (If VAT quarter ends are co-terminus with your year end)

  • Owners know all taxation and company matters within the first quarter of the year end.

  • Tax planning is done before the year end.

Sole Traders 2025 Cloud Package

4 STAR

£379

  • Support & advice during the year

  • Detailed Accounts for Owner

  • One Self-Assessment Tax Return

  • Online Cloud Bookkeeping Software

  • Online Receipt Data capture

  • General Correspondence with HMRC

  • Email Support

  • Annual personal tax planning review

  • Payroll – ( two payslips per month)***

  • Phone Support

  • Quarterly VAT review – 100 Transactions PM

  • Quarterly VAT return Prep – 100 Transactions PM

  • Key company supplier monitoring service

  • MTD Review

  • Review HMRC Self-Assessment Calculations

  • Monthly Payroll - Up to 5 Employees

  • Management Reports

  • MTD Review & Filing

3 STAR

£299

  • Support & advice during the year

  • Detailed Accounts for Owner

  • One Self-Assessment Tax Return

  • Online Cloud Bookkeeping Software

  • Online Receipt Data capture

  • General Correspondence with HMRC

  • Email Support

  • Annual personal tax planning review

  • Payroll – ( two payslips per month)***

  • Phone Support

  • Quarterly VAT review – 100 Transactions PM

  • Quarterly VAT return Prep – 100 Transactions PM

  • Key company supplier monitoring service

  • MTD Review

2 STAR

£249

  • Support & advice during the year

  • Detailed Accounts for Owner

  • One Self-Assessment Tax Return (Incl. MTDIT filing)

  • Online Cloud Bookkeeping Software

  • Online Receipt Data capture

  • General Correspondence with HMRC

  • Email Support

  • Annual personal tax planning review

  • Payroll – ( two payslips per month)***

  • Phone Support

  • Quarterly VAT review – 100 Transactions PM

  • MTD Introduction (Includes 2 Hr Training Module)

1 STAR

£149

  •  Support & advice during the year

  • Detailed Accounts for Owner

  • One Self-Assessment Tax Return (Incl. MTDIT filing)

  • Online Cloud Bookkeeping Software

  • Online Receipt Data capture

  • General Correspondence with HMRC

  • Email Support

  • MTD Introduction (Includes 2 Hr Training Module)

Notes:

 

* Clients are non-VAT registered/No Payroll.

**Additional Services Available at normal charge out rates (Payroll Re-Runs charges apply.)

***Additional payroll works, Max 3 employees min charge £39.00 pm, administration of a pension scheme is charged from £12 pm.

**** Weekly payroll not included in cloud packages, special prices to be agreed separately.

1 Star

£99/m

TOP FEATURES

  • Ad hoc support & advice during the year

  • Detailed Accounts for Owner

  • Capital Account Computations

  • 1 Self Assessment Tax Return (Self Employed Sched)

  • Online Receipt Data Capture – Included

  • Online bookkeeping software – Included

  • General correspondence with HMRC

  • Email Support

  • Annual personal tax planning review

2 Star

£179/m

Most Popular

  • Ad hoc support & advice during the year

  • Detailed Accounts for Owner

  • Capital Account Computations

  • 1 Self Assessment Tax Return (Self Employed Sched)

  • Online Receipt Data Capture – Included

  • Online bookkeeping software – Included

  • General correspondence with HMRC

  • Email Support

  • Annual personal tax planning review

  • Payroll – (2 payslip per month)***

  • Phone Support

  • Review of quarterly VAT return (from Cloud) 100 Transactions pm

3 Star

£299/m

Monthly fee for yearly service including bookkeeping

£325

Bookkeeping hours available per month (No Carry Forward)

3 Hrs

  • Ad hoc support & advice during the year

  • Detailed Accounts for Owner

  • Capital Account Computations

  • 1 Self Assessment Tax Return (Self Employed Sched)

  • Online Receipt Data Capture – Included

  • Online bookkeeping software – Included

  • General correspondence with HMRC

  • Email Support

  • Annual personal tax planning review

  • Payroll – (2 payslip per month)***

  • Phone Support

  • Review of quarterly VAT return (from Cloud)

  • Preparation of quarterly VAT return (from Cloud)

We ask you to :

Compile the receipts, invoices and bank statements in date order. Send us copies Monthly, Quarterly or Annually depending upon service package. You may need to send other information periodically depending on your business. Send us any letters, forms or documents that you receive from HMRC, let us worry about those brown envelope letters.

Are you interested in our Sole Trader Accountancy Packages?

Send us your details the contact form or call us on 01865 842 266.
A member of the team will in touch to talk through the options available and find you the right solution.

Are you interested in our all inclusive Sole Trader Packages?

© 2024 Brookwood Accountancy Limited is a company registered in England and Wales Registration Number: 03734519

Registered Office: The Old Post Office, 19 Banbury Road, Kidlington, Oxford OX51AQ

Call us: 01865 842 266