London, UK
Business and Freelancers
Bookkeeping
Getting into the practice of bookkeeping your financial activity is a solid method towards gaining financial clarity, not to mention becoming compliant with HMRC's MTD (Making Tax Digital) initiative - now affecting Self-Employment & Rental Income in addition to VAT.
This practice is not just useful for established businesses, this could be particularly useful for yourself as an Individual intending to gain clarity of your household finances.
My Services:
- Accurate transaction recording to trial balance - Record your day to day sales, purchases and cash movements up to trial balance stage.
- Bank reconciliations and digital records - Maintain regular bank reconciliations and digital records of receipts and payments.
- MTD compatible quarterly updates - Produce MTD compliant quarterly income and expense updates for your submission to HMRC
Payroll Management
Payroll is a particularly fragile area of business - with constant risks such as: mis-calculating salary payments due to salary changes and/or employees either joining or leaving the organisation mid-month; or simply making an error in your payroll records which then becomes difficult to correct later in the year; all among a number of risks involved.
It is imperative that employers of any size have solid Payroll Management in place to ensure an absolutely accurate, timely, and audit ready payroll cycle - every month. With experience running payroll cycles for an entire organisation - I pride myself on delivering Payroll Management to a Clinical standard.
My Payroll Management service frees you to focus on running the business, with compliant payroll records maintained and in-hand.
My Services:
- Accurate payroll calculations - accurate computation of: salaries & net pay, tax and pension deductions, employee loan repayment deductions, and more.
- HMRC Payroll and Pension Returns Production - preparation of HMRC payroll returns: RTI (Real Time Information), P60, P30, P32, P45, etc; and Pension Contribution Returns.
- PAYE and NI Advice - advise on employer PAYE and National Insurance liabilities.
- Payroll Record Keeping - maintain payroll records and timely production and delivery of payslips.
VAT (Value Added Tax)
Accurate VAT calculations and timely MTD (Making Tax Digital)-compliant VAT Return submissions ensure that VAT Registered Businesses can reclaim / pay only the correct amount of VAT to HMRC.
Our expert VAT guidance can help you: price accurately with the correct VAT Rate, choose the right VAT scheme for your business, and ultimately help you to avoid mistakes that could result in HMRC Penalties.
My Services:
- VAT records maintenance - maintain accurate VAT records up-to-date ready for checks and submissions to HMRC.
- VAT return preparation - review VAT records and backing information to ensure accuracy and compliance, and prepare VAT returns for submission to HMRC.
- Clear VAT guidance - advise on VAT Matters such as VAT Rate Classification, HMRC VAT Receipt/Invoice standards, VAT Schemes, Bad Debt Relief, and more.
Accounting Systems & Financial Process Set-up
A well‑configured accounting system saves time, reduces errors, and aids an audit focused finance process - all by automating routine tasks and centralising financial data. My service of setting-up new accounting systems, and delivering training sessions can support yourself and/or your team to best utilise the new system to produce reliable records, invoices, and financial reports without frustration.
With HMRC extending their MTD (Making Tax Digital) initiative to now affect Self-Employment & Rental income, having an MTD-compliant computerised accounting system in place more essential than ever.
With extensive experience in utilising several accounting systems, I can find you the right system that fits your purposes, and help you in setting it up, bringing your business up to pace to drive scalable growth.
My Services:
- System Recommendation and Setup - I can recommend a suitable accounting software for your business, and set it up for you complete with your Chart of Accounts, and Product List imported - ensuring a seamless transition with little to no disruption in your financial activities.
- Tailored Training and Demos - Deliver 1:1 and/or group training sessions to get your team confident using your new accounting system.
- Workflow Configuration - I can review your current finance processes and provide a recommendations pack detailing updates that can enhance process efficiency, robustness, and audit readiness for your business.
Financial Accounting and Statutory Accounts Preparation
Financial Statements prepared in compliance with accounting standards (GAAP, IFRS) and related legislation - particularly the Companies Act 2006 - provides the true and fair view of your business’s financial performance as required by Companies House, HMRC, your stakeholders, and the general public (where applicable to your business type).
Having an Accountant prepare the Financial Statements reduces the risk of non‑compliance and ensures your accounts presents a true and fair of the business's financial performance. Clear, compliant accounts also supports internal strategic planning, credit applications, investor discussions and strategic planning.
My services:
- Statutory accounts preparation - prepare full or abbreviated accounts compliant with Companies Act and relevant accounting standards.
- Legislation‑aligned reporting - ensure accounts meet current statutory and accounting standard requirements.
Budgeting and Forecasting
Many businesses drift month to month without a clear plan for cash and commitments. When sales vary or seasonal peaks arrive, the lack of a realistic budget forces reactive decisions, last‑minute borrowing and missed opportunities. A practical, regularly updated forecast shows when money will be available and where pressure points could threaten operations, and strategic choices become harder.
I prepare realistic budgets and cash‑flow forecasts that show planned income, expenditure and capital needs, helping you prioritise spending and plan investment or borrowing with confidence. I also model best, base and worst‑case scenarios so you can see where the business is vulnerable and where opportunities lie. These forecasts are essential when seeking finance, making hiring or pricing decisions, and keeping your business resilient as it grows.
My Services:
- Practical budgets - prepare forward‑looking budgets showing planned income, expenditure and cash flow.
- Sales and cash flow forecasts - produce sales forecasts and cash flow projections to support planning and lending applications.
- Scenario planning - model best‑case, base, and worst‑case scenarios to help you make informed decisions.
Management Accounting
High‑level statutory accounts are essential, but they're meant to look backwards, not forwards - they rarely answer the day‑to‑day questions you may actually face: which products are currently profiting? where are the margins slipping? where can efficiencies be found? Without regular monitoring, initially small issues can unnoticed and compound into cash pressures, missed targets, and poor operational choices that slows growth, erodes profitability, and reduce stakeholder confidence over time.
I provide tailored management accounting packs delivered at the frequency suitable to you - looking at profit and loss, product or division sales analysis, margin and variance, cash flow run rates reporting. My Management Reporting pack provides variance commentaries in business language, complete with practical recommendations to help your business keep on track with budgets, protect cash-flows, and drive performance.
My Services:
- Regular management reports - monthly or quarterly profit & loss, balance and cash summaries tailored to your needs.
- Sales and margin analysis - breakdowns of sales by product, service or division to highlight performance.
- Cost control and standard costing - standard costing and variance reports to help manage margins and efficiency.
- Actionable insights - concise commentary and recommendations to support management decisions.
