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BalanceAccounting & TaxIntro call

Sole traders · Companies

Your books in order,
your mind on your business.

We track your tax returns, payroll and filings on a calendar. We tell you in advance which documents are due when, so there is no last-minute rush.

  • E-invoicing setup
  • Monthly document calendar
  • Company formation
Accountant reviewing documents with a client

Request an intro call

Tell us briefly about your business and we will call you.

The intro call is free.

Services

From setup to tax return, one place.

Company formation

Setting up sole trader and limited company structures.

Bookkeeping & returns

Bookkeeping, VAT, payroll and annual tax returns.

Payroll

Starters and leavers, payslips and filings.

E-invoicing

Moving to digital invoicing and ledgers.

Monthly summary

See income, costs and tax in a simple report.

Updates

Relevant rule changes explained in plain words.

Every month

Month-end document checklist.

A missing document means a late return. We track what is missing each month for you.

  • Sales invoices
  • Purchase invoices
  • Expense receipts
  • Bank statements
  • Card statements
  • Timesheets

How we work

Getting started

Intro call

We listen to your business and needs.

Engagement & handover

We take over records from your previous accountant.

Document calendar

Monthly document list and deadlines are set.

Monthly summary

A short status report every month.

FAQ

Questions

Is it hard to switch accountants?

We handle the handover correspondence with your previous accountant.

How do I send documents?

In person, by email or via your personal upload link.

I am starting a company. Where do I begin?

We look at structure, capital and tax obligations together in the intro call.

How are fees set?

By business type, invoice volume and number of staff; you get a written quote after the intro call.

Contact

Visit our office

Get in touch

Address21 Sample Square, Suite 4, Hillcrest
Phone · WhatsApp+XX XXX XXX XXXX
Weekdays09:00 – 18:00
SaturdayBy appointment
SundayClosed
Google Maps location
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