.What’s included:

• Transaction Categorisation
• Allocate up to 50 income and expense transactions to appropriate categories (e.g., fuel, materials, tools, client income).
• Bank Reconciliation
• Receipt Matching & Upload
• Upload and store receipts digitally for audit compliance (using software like QuickBooks, Xero, or FreeAgent).
• Maintain records per HMRC’s Making Tax Digital (MTD) requirements (if applicable).
• VAT Preparation Support (if VAT registered)
• Organise transactions ready for VAT submission (client or accountant submits).
• Liaison with Accountant
• Share monthly reports with the client’s accountant if required.
• Respond to simple queries from their accountant related to categorised transactions.
• Provide reminders if receipts or data are missing

Payroll/CIS/RCT

Baseline payment of £30 per month with £5 each employee