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02 · Work

Case studies, itemised.

A look at how typical engagements run, from the brief to the work to what stays with you afterwards. Client details are kept private, so these are representative examples.

Entry 001Limited company · Hospitality
12

months of records reconciled

Year-end, untangled

A limited company with a shoebox of receipts and a looming Companies House deadline.

The brief. Twelve months of bank statements, receipts and invoices — none of it reconciled — and a filing deadline weeks away.

The work. Records were organised and reconciled month by month, statutory accounts prepared and filed with Companies House, and the corporation tax return submitted to HMRC.

What stayed. A simple monthly routine for receipts, so next year starts tidy.

  • Statutory accounts
  • Corporation tax
  • Bookkeeping
Tax forms, a calculator and a pen spread across a white floor
Entry 002Sole trader · Trades
4

quarters filed on schedule

Making Tax Digital, without the drama

Moving a VAT-registered business from spreadsheets to MTD-compatible quarterly filing.

The brief. VAT returns kept in a spreadsheet, and growing anxiety about digital record-keeping rules.

The work. Records moved into MTD-compatible software, VAT treatment reviewed, and each quarterly return prepared, checked and filed.

What stayed. A calendar of deadlines and a short checklist the owner actually uses.

  • VAT
  • MTD
  • Software setup
Hands typing on a laptop keyboard in front of a monitor
Entry 003SME · Professional services
1

point of contact for every number

A finance department of one

Ongoing, outsourced finance support for a growing small business with no in-house accountant.

The brief. Payroll, bookkeeping, VAT and year-end were spread across three providers and a director's evenings.

The work. One ongoing arrangement covering monthly payroll, bookkeeping, VAT returns and regular management figures — reviewed together in plain English.

What stayed. Decisions made from current numbers, not last year's.

  • Outsourced finance
  • Payroll
  • Management accounts
A laptop showing an analytics dashboard with charts
Entry 004Individual · Property
31

January — and filed well before it

Self Assessment, sorted early

A first-time landlord with employment income, rental income and a lot of questions.

The brief. New rental income, uncertainty about allowable expenses, and a first Self Assessment return.

The work. Registration with HMRC, a review of income and expenses, and a return prepared and submitted well ahead of the deadline — with every figure explained.

What stayed. Confidence about what to keep, what to claim and when to pay.

  • Self Assessment
  • Tax guidance
A person writing notes with a blue pen beside a coffee mug

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