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Records for consultants and contractors

Invoices, project timing and director transactions deserve a careful year-end check.

Sales and work in progress

Send invoice and credit-note listings, retainer or milestone agreements, and a list of unpaid invoices. Identify work done before year end but invoiced later, and payments received for future work.

Costs and director payments

Include software subscriptions, equipment invoices, professional cover and expenses paid personally for the company. Identify reimbursements, dividends and money drawn through a director’s loan account. Evidence and business purpose determine treatment; costs are not automatically deductible.

One question to resolve

Do platform or agency settlements show deductions from your gross fee? Send the full settlement report, not only the net bank receipt. Employment-status and IR35 advice require a separately agreed scope.

This is a records guide, not a promise that every case fits the standard package. Check the service scope.

Return to the complete checklist.

No bookkeeping? No problem.

Send what you have, even if it’s incomplete.

No bookkeeping needed first. Bank statements are enough to start. We do the bookkeeping, prepare your accounts and tell you if anything important is missing.

Get my accounts sorted
A messy pile of papers turned into neat finished accounts

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  2. We talk it through

    Tell us about your company. We’ll explain what we need from you and exactly what it costs.

  3. Decide in your own time

    If you’d like to go ahead, we’ll send you a link to get started. If not, that’s fine. No obligation.

Why companies choose us

Clear prices

£19 for dormant companies, £199 or £499 for trading companies, confirmed with you before we begin.

Fast turnaround

Our target is draft accounts within 24 hours of receiving complete records and answers.

Proactive about tax

We look for ways to cut your Corporation Tax, and you approve everything before we file.

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