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Records for trades and construction

Make deposits, unfinished jobs and subcontractor records understandable.

Jobs across the year end

List customer deposits, staged invoices, retentions and unfinished jobs. Identify what was completed by year end and what was still owed to or by the company.

Materials and subcontractors

Send supplier invoices, subcontractor statements, equipment and vehicle purchase documents and any finance agreements. Where CIS applies, include deduction statements and reconciliations; CIS filing or advisory work needs a separate scope.

One question to resolve

Were materials held for a future job, or paid for personally by a director? Explain the date, business purpose and who paid. A bank payment or receipt alone does not settle the accounting or tax treatment.

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

Get a free, no-obligation call

  1. Request a callback

    Leave your name and number and we’ll call you back to talk about your company.

  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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