Frequently Asked Questions

Switching is seamless and takes virtually no effort on your part. Once you decide to join us, we send a standard Letter of Engagement and handle the rest: we contact your previous accountant to request an Ethics Clearance and your historical records, set up your account on our digital systems, and register as your official agent with HMRC so we can manage communications on your behalf. See our full switching guide for the step-by-step process.

We are certified partners with leading UK cloud accounting platforms including Xero, QuickBooks, FreeAgent and Dext. If you are currently using spreadsheet logs or paper records, we can help transition your business to digital record-keeping seamlessly.

We offer fixed monthly packages tailored to your business size and operational needs — meaning no surprise bills or hourly rates. All services, filings and software support are outlined upfront in your agreement.

The right structure depends on your annual profits, operational risk and growth plans. Sole trader status means a simpler setup, fewer administrative filings and lower accountancy costs — ideal for smaller trades or freelancers earning lower profit margins. A limited company offers limited liability protection, enhanced corporate credibility and potential tax efficiency once profits grow. Our guide to setting up a limited company walks through the full process.

VAT registration is mandatory if your business's taxable turnover exceeds £90,000 in a rolling 12-month period. You can also register voluntarily below this threshold if your clients are primarily VAT-registered businesses, or if you want to reclaim VAT on initial start-up expenses. For a full breakdown of VAT schemes, see our VAT Returns service or our complete VAT guide.

Key annual UK tax deadlines include: Self-Assessment for sole traders and directors, due 31 January following the tax year end; annual statutory accounts, submitted to Companies House within 9 months of your financial year-end; Corporation Tax payment, due 9 months and 1 day after your accounting period ends; and your Company Tax Return (CT600), due within 12 months of your accounting year-end. See our Self-Assessment deadline round-up for the full year of dates.

Making Tax Digital is HMRC's initiative requiring businesses to maintain digital accounting records and submit returns through compatible software. MTD for VAT is mandatory for all VAT-registered businesses regardless of turnover. MTD for Income Tax applies to sole traders and landlords with gross income over £50,000, with the qualifying threshold falling in stages over the following years.

You will have a dedicated account manager assigned to your business. While key statutory check-ins occur quarterly or annually around filing periods, our team is available via email, phone or scheduled video consultations whenever you need advice or guidance.