Mon–Fri · 9:00–17:30 Shipley · West Yorkshire · BD18
Services

Compliance, handled.
Insight, unlocked.

Eleven services across three categories, Numbers (the compliance plumbing, including CIS), Insight (the analysis and tax planning), and Trust (the standing relationship). Most construction and small-business clients use four to six.

Numbers
6 services
Insight
3 services
Trust
2 services
Total · 11 services
01
Numbers
Bookkeeping

Monthly cloud bookkeeping on Xero, QuickBooks or FreeAgent. Reconciled, categorised, MTD-ready.

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02
Numbers
Management Accounts

A monthly or quarterly read of the business: P&L, balance sheet, KPI dashboard, commentary.

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03
Numbers
Final Accounts

Year-end statutory accounts prepared, signed off, and filed at Companies House and HMRC.

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04
Numbers
VAT Returns

Quarterly VAT under MTD. Standard, flat-rate, cash accounting, whichever fits.

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05
Numbers
Payroll

Weekly, fortnightly or monthly RTI payroll. Auto-enrolment. P60s, P45s, P11Ds.

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06
Insight
Cashflow Management

13-week rolling forecasts, plus longer-range scenarios. Built in your accounting system, not a spreadsheet that goes stale.

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07
Insight
Self-Assessment Tax Returns

Individual SA100 returns for sole traders, subcontractors, landlords and anyone else HMRC has asked.

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08
Insight
MTD Quarterly Self-Assessment

Ready for April 2026 MTD-ITSA. Quarterly digital updates handled end-to-end.

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09
Numbers
CIS Returns

Construction Industry Scheme, contractor and subcontractor monthly returns and verifications.

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10
Trust
Consultancy & Business Analysis

Sit across the table. Pricing, growth, exit, fundraising, modelled and pressure-tested before you commit.

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11
Trust
General Tax Planning & Guidance

A standing line for the everyday questions: dividends, salary mix, R&D, mileage, capital allowances, IR35.

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The first month

Onboarding, in four steps.

STEP 01
Discovery call

30 minutes, free, on Zoom or in the studio. We ask what you do, what you need, and what you've outgrown.

STEP 02
Tailored proposal

A written proposal shaped around your business, agreed before any work starts. You sit with it for as long as you want.

STEP 03
Handover

We talk to your previous accountant (you don't have to). We import your records and reconcile the opening position.

STEP 04
First close

Your first month-end with us. A short call to walk through your numbers. Then we settle into rhythm.

Common questions

The bits people always ask.

Do you handle CIS for contractors and subcontractors? +

Yes, CIS is core to what we do. We verify subcontractors, file monthly CIS300 returns, reconcile deductions against PAYE, and make sure subcontractors reclaim what they're owed at year-end.

Will you switch us over from our current accountant? +

Yes, we handle the transfer entirely. We contact your previous firm, request the handover information, and reconcile your opening balances. You don't need to write the awkward email.

Which accounting software do you support? +

Xero, QuickBooks Online, FreeAgent, and Sage. We're a Xero Gold Partner. If you're on something else, we'll either work in it or migrate you, your choice.

Are you ready for Making Tax Digital (MTD) for Income Tax? +

Yes. We've been preparing clients for MTD-ITSA since the consultation began. From April 2026 you'll need quarterly digital updates, we have you covered.

Can we meet in person? +

Of course. The Shipley studio is two minutes from the station. We also visit clients on-site in West and North Yorkshire as part of the retainer.