Our Services & Packages
Your Behind-the-Scenes Finance Team
Making the numbers easy
We’re here to take the stress out of your business finances, whether you’re a creative agency, a busy trades business, or somewhere in between.
Our job? To get your finances running smoothly behind the scenes, so you can focus on the work you actually enjoy (and that brings in the money!).
From getting started to going all-in, our packages are built to grow with you. Monthly support, quarterly check-ins, or the full shebang, we’ve got a solution that fits.
We’ll help you stay in control, boost cash flow, and plan for profit, without the overwhelm.
Find the package that suits where you’re at (and where you’re heading).
Less stress, less chaos, more time to
enjoy your business and life!
Our Services Explained
Advisory Services
Our business advisory packages range from one-off strategy sessions to full ongoing support, all built around our Efficiency & Profit Framework.
From surviving to THRIVING!
Designed to streamline your systems, improve cash flow, and boost profitability as your business grows.
We work with you to analyse where you are now, identify what’s holding you back, and create a clear plan to move forward. Whether it’s refining your pricing, reducing overheads, or freeing up your time with smarter processes, we focus on the areas that will make the biggest difference.
This isn’t just theory, it’s practical, tailored advice that fits your business and your lifestyle. With regular check-ins, clear targets, and a no-nonsense approach, we help you feel more in control, confident in your decisions, and excited about what’s next.
Think, setting realistic and achievable goals, turning them into a budget, working to that budget and achieving your goals!
Reporting Explained
Management Reports - Simple, clear, and built to help you stay in control.
Profit & Loss – Shows what you’ve earned and what you’ve spent, so you know if your business is actually making money.
Balance Sheet – A snapshot of your business at a moment in time. What you own, what you owe, and what’s left.
Debtors (Who Owes You Money) – A list of unpaid customer invoices, so you can chase what’s due and improve cash flow.
Creditors (What You Owe) – A clear view of bills and suppliers waiting to be paid—no surprises.
Director’s Loan Account – Tracks how much you’ve put into or taken out of the business, so there’s no confusion later.
Cash Flow Summary – Helps you see what’s coming in, what’s going out, and whether there’s enough in the bank to cover it.
Read our blog about understanding your management reports easily!
Tax Prediction - We’ll estimate your year-end tax bill based on how your business is performing, so you know what to set aside, avoid surprises, and stay one step ahead all year round.
Compliance Services
This is where it all starts for most business owners, the essentials. The must-do’s. The HMRC-please-don’t-fine-me stuff.
We make sure all your boxes are ticked, your deadlines are met, and your accounts are in safe hands. Whether you’re just getting started or want to stop leaving it to the last minute (again).
Here’s what’s included:
Year-end accounts – Prepared, filed, and done properly.
Self-assessment tax returns – No more panic every January.
Corporation tax returns – Sorted and submitted without the stress.
VAT returns – Always on time and Making Tax Digital (MTD) compliant.
Payroll & CIS – Pay your team, stay compliant, and avoid HMRC headaches.
You didn’t start your business to wrestle with tax codes and deadlines, but luckily, we did. So while we handle the boring stuff, you can crack on with the good bits.
Accurate Bookkeeping
We don’t handle the bookkeeping because we are control freaks, it’s because it isn’t just data entry - it’s the foundation of everything. We handle it for you so your numbers are always accurate, up to date, and working for your business, not against it.
We make sure everything’s recorded correctly, the right VAT is claimed, and nothing gets missed. With tidy books, you’ll know exactly where you stand throughout the year, and your tax returns? Spot on, with no nasty surprises.
Letting us handle your bookkeeping isn’t just about accuracy, it’s about your time. No more late nights scrambling through receipts at 10pm. Free up your evenings and spend your energy on what actually grows your business (or just enjoy some time off).
Read our blog about opportunity cost to hear us really go into detail about this!
All our VAT packages include receipt capture software which you can send via WhatsApp and email for ease!
We are a Xero certified advisor practice (subscriptions also included in ALL packages)
Sole Traders & Partnerships
We support ambitious sole traders across the UK, whether you're building brands or building extensions.
From designers and consultants to electricians and decorators, we’ve got your back.
If you're ready to grow, we’ll help you stay organised, get MTD ready, and keep your finances in check, so you can focus on taking your business to the next level (without the late-night number crunching).
The advisory included in the grow packages is the proven successful Efficiency & Profit Framework VIP Momentum Power Sessions created and implemented by Nicola J Barnett - you can find more detail on the website
Thinking of switching from sole trader to limited company? We’ll guide you through every step, from setting up your company and registering with HMRC to making sure you’re tax-efficient from day one. No jargon, no stress, just the right support to grow your business with confidence.
Services that attract an additional fee
Payroll
CIS sub-contractor deduction statements
Partner tax returns
Credit Control
Weekly reporting
Credit Card Statement processing
Suppler payment runs
Cash flow forecasting
Budgets & Forecasts
Limited Companies
Running a limited company comes with more responsibility, but it doesn’t have to come with more stress.
We support limited companies across the UK, especially those in the trades and creative industries - from builders and electricians to designers, marketers, and agency owners.
We’ll take care of the essentials like bookkeeping, VAT, payroll, tax, and reporting, and we’re also here to guide you on how to take money out of your business in the most tax-efficient way.
Whether you're just starting out or scaling fast, we’ll keep you compliant, organised, and supported every step of the way.
The advisory included in the grow packages is the proven successful Efficiency & Profit Framework VIP Momentum Power Sessions created and implemented by Nicola J Barnett - you can find more detail on the website
Services that attract an additional fee
Payroll
CIS sub-contractor deduction statements
Partner tax returns
Credit Control
Weekly reporting
Credit Card Statement processing
Suppler payment runs
Cash flow forecasting
Budgets & Forecasts
Start Ups
💬 Ask Me Anything: Business Start-Up Power Call
Got questions about starting your business? I’ve got answers – and honest, practical advice to match.
Starting a business can feel like a minefield – one minute you're Googling “sole trader vs limited company,” the next you're knee-deep in tax jargon and wondering what software you actually need.
This is your chance to skip the overwhelm and get real, tailored advice in a no-pressure 45-minute teams call.
No fluff, no jargon – just clear answers to whatever’s been keeping you stuck.
This call is perfect if you’re thinking:
Do I need to register now or wait?
What can I claim as a business expense?
How much should I set aside for tax?
What tools do I actually need?
What’s the smartest way to set up my business finances?
Ask me anything – from setting up your business properly, planning your prices, to getting your first clients and managing cash flow. Nothing is off limits.
What you get:
✔️ 45-minute Zoom call with me
✔️ A follow-up summary with any links, tips, or tools I recommend
✔️ Peace of mind that you’re starting off on the right foot
💷Investment: £250 (inc VAT)
Because good advice at the start can save you a lot of stress (and money) down the line.
👇 Book your call now – your future business self will thank you.
🏢 Limited Company Setup Session
Want to set up a limited company but not sure where to start – or what it really involves? Let’s do it properly, together.
Setting up a limited company isn’t just about filling in a form. There are responsibilities that come with being a director – and getting it right from the start can save you a whole lot of hassle later.
In this 1-hour Teams call, we’ll go through it all and set everything up together, step by step.
What’s included:
✔️ 1-hour call on Teams – I’ll guide you through the process, answer your questions, and make sure you’re 100% clear on what’s next
✔️ Limited company incorporation with Companies House (fees included)
✔️ ID and AML checks – keeping everything compliant
✔️ Director responsibilities explained – so you know exactly what’s expected
✔️ Tailored guidance – covering tax, bookkeeping, software, and how to get your new business off to a strong start
✔️ Follow-up email with your official documents and next steps
Whether you’re switching from sole trader, going into business with a partner, or starting fresh with your first company – this session is the simplest, most stress-free way to get going.
One session, everything sorted.
💷 Investment: £600 (inc VAT)
Includes your Companies House fee, admin, and full support during and after the call.
👇 Book your setup session now and launch with confidence.
🛠️ First Year in Business Support Package
Everything you need in your first year – sorted.
Starting a business isn’t just about registering it and hoping for the best. It’s about building solid foundations, making smart decisions, and having someone to turn to when you’re not sure what comes next.
That’s where this package comes in.
We’ll be with you every step of the way through your first year in business – making sure your finances are on track, your questions are answered, and nothing slips through the cracks.
What’s included:
✔️ Initial 1-hour Teams call – get everything set up right and a clear plan for your business
✔️ 30-min monthly advisory calls – ask questions, get clarity, and plan your next steps
✔️ Bookkeeping done for you – no spreadsheets, no stress
✔️ Software setup – with tools that make your life easier (and keep HMRC happy)
✔️ Receipt capture sorted – snap, send, done
✔️ WhatsApp support – for those "can I just ask…" moments
✔️ Quarterly reporting – so you always know how your business is doing
✔️ Limited company incorporation with Companies House (fees included)
✔️ ID and AML checks – keeping everything compliant
✔️ Director responsibilities explained – so you know exactly what’s expected
This is proper support – not once-a-year check-ins.
We’re your finance team from day one, helping you grow your business with confidence and calm.
💷 Investment £450 p/m (inc. VAT)
All in, no surprises.
(min 12 month subscription)
👇 Ready to start your business with expert support by your side? Let’s do it together.
Support That Gets Creatives!
Whether you’re a Graphic Designer, Photographer, Videographer, Marketing Professional, Copywriter, Event Planners, Interior Designer or a performer - we’ve got your covered!
If you’re a creative business owner, we’re more alike than you might think.
You bring ideas to life with colour, words, visuals, or design, we do it with numbers. You create masterpieces on screen or paper; we craft calm from chaos behind the scenes. Different tools, same creative spark.
At Accounts & Tax Made Easy, we know that finances can feel like a buzzkill, but they don’t have to be. We break it all down simply, work around your flow, and give you the freedom to focus on what you love, while we handle the rest.
We speak like humans (not robots), keep things light, and genuinely care about helping your business succeed, without turning you into a spreadsheet warrior.
Think of us as your creative partner for the financial side - organised, unflappable, and just as passionate about helping you grow as you are.
