Scale Up (Self Employed)

£60.00 signup fee, then £120.00/month +VAT - 12 Month Subscription Contract

Is it for me?
This package is crafted with VAT-registered sole traders in mind, facilitating the expansion of operations to achieve a turnover of up to £150,000. It comprehensively addresses your business’s core requirements, guaranteeing smooth management of financial and compliance duties as your enterprise flourishes.


SKU: AF003 Category:


With this package, you can expect:

Quarterly Bookkeeping: Up to 3 hours of service per quarter, managed by a dedicated bookkeeping team.

VAT Returns: Standard or flat rate schemes, utilizing MTD-compliant software, returns are meticulously prepared and submitted electronically to HMRC every quarter.

Tax Planning: A proactive approach to corporation tax, conducting a mock year-end analysis based on the latest 9 months of trading data including a dedicated session of up to 1 hour to explore tax efficiencies and strategies tailored to meet your business objectives.

Personal Tax Return: For the sole trader business, submitted online to HMRC complete with personal report for your refence.

Client Portal Access: 24/7 availability to view completed documents and upload necessary paperwork.

Accounting Software: Sage and Dext* integration to digitize financial data and ensure MTD compliance.

Cashflow Workshop: This webinar is meticulously crafted to assist in the management and improvement of your business’s cashflow and financial structures, aiming to prevent cashflow concerns from becoming a recurring challenge.

Regular Updates: Monthly newsletters, budget updates, webinars, and timely reminders for important dates via email and text.

*Please note: Sage and Dext are third-party software providers; any price changes will be reflected accordingly.

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