Compliance Essentials Plus
You want to stay compliant and avoid nasty surprises.
Tax bills appear out of nowhere because nobody told you the figure early enough. You're guessing at VAT returns. By the time you know what's due, the deadline is already close.
Where you are now
You run a limited company or you're a sole trader with a bit more complexity. Sales are steady, but your tax planning is reactive and happens at the last minute. You find out what you owe when it's almost due, which means no time to plan dividends sensibly or time capital purchases.
VAT returns are a best guess because your records lag behind. You submit, cross your fingers, and hope HMRC doesn't come asking questions. Come year-end, there's a mad rush to get everything together because nobody stayed on top of it quarterly.
Most accountants either charge you for monthly services you don't need or leave you entirely alone until deadline week. You want something in the middle: compliance done properly with enough forward planning that you're not caught off guard.
Who this is for
This is for limited companies or sole traders with straightforward structures who are VAT-registered and need regular check-ins, but not monthly handholding.
For example, you might be a construction firm with three subbies on the books, a recruitment consultant billing through their own company, or a service business that invoices monthly but keeps their own records and doesn't need someone in the weeds every week.
What's included in the Compliance Essentials Plus package
Year-end accounts preparation
Statutory accounts prepared for your limited company or sole trader business. Everything filed on time with Companies House and HMRC.
Corporation tax and self-assessment returns
Corporation tax return for limited companies plus one director's self-assessment. I work out what's due and explain any changes from last year.
VAT returns (if registered)
Quarterly VAT returns prepared and filed if you're VAT registered.
Cloud accounting and MTD setup guidance
Basic setup guidance for Xero, QuickBooks or Sage. You pay for the software, I help you get it working properly for MTD compliance.
Quarterly dividend and salary planning
I advise on the tax-efficient split between salary and dividends each quarter. You know how to structure pay properly to be tax efficient.
Quarterly check-ins and tax estimates
Four 30-minute calls per year to review your position. I forecast what's coming in tax so you know the amounts and dates before the deadline hits.
Quarterly financial review
I review your profit and loss and check cash position, VAT compliance and margins each quarter. If something looks wrong, I flag it before it becomes a problem.
Email and WhatsApp support
Questions answered within 24 working hours between quarterly calls.
Tax reserve guidance
I tell you how much to put aside for tax each quarter so you're not caught short when the bill arrives.
What working with me looks like
How it works
Kickoff - I send you the engagement letter and data checklist. You give me access to your records.
Setup - If you need help with cloud accounting basics, I sort that out. I calculate your tax reserve baseline.
Quarterly cycle - Four check-ins per year, VAT returns filed, tax estimates updated, issues flagged early.
Year-end - Accounts prepared, reviewed together, filed on time.
Every quarter we sit down for 30 minutes. I tell you exactly what's coming: how much tax is due, when it's due, and whether you need to adjust dividends or salary. Your VAT returns get filed with accurate figures. If your margins look off or cash is tighter than expected, I spot it early. No surprises, no scrambling at deadline.
Why work with me
I've managed corporation tax compliance for 76-company groups and sole traders. I know what HMRC looks for and I know how to structure pay and dividends in a way that's compliant and efficient.
You're not getting a one-size-fits-all approach. I look at your actual position each quarter and adjust the plan based on what's happening in your business.
Your investment
£210 to £650 + VAT per month
Price depends on turnover, entity type, VAT status, CIS status, and transaction volume. Fixed monthly fee agreed up front.
I'm interested in the Compliance Essentials Plus package
Please fill in the form and tell me a little bit about your business, and I'll get back to you.
Need another service?
I work with UK businesses and individuals across a range of circumstances.
View business services or view individual services to see if another package fits your situation better.