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Personal and Business Bookkeeping Packages

Name: Sort Your Accounts
Address: 1 Sussex Close, Hursley, Hampshire, SO21 2JQ, England
Telephone: 07742 554231
Rating: 5

Our accounting packages provide four options for business and private clients:

Personal – from £20.00 per month

For those who need to complete a self-assessment. Our Personal Accounting Package covers tax returns therefore keeping you HMRC compliant. Our Personal Accounting Package is designed for those who need to declare additional income e.g. income from rental properties, holiday lets, pensions or capital gains.

Your Business – from £35.00 per month

The accounting package for sole traders or those who are self-employed and do not need payroll or VAT returns. If your business is not VAT registered, this package will help you to organise your accounts and be well-prepared for end-of-year payments to HMRC. Using our dedicated app and digital accounting software, your designated business bank account links to our online accounting software via a bank feed. This removes the need for sending bank statements to us as bank transactions are received daily. The software allows you to have an accurate and up-to-date picture of your business transactions and gives you transparency in your accounts. For a low monthly cost, this package also offers receipt capturing - connecting your receipts to most online accounting software and making you completely paper free by simply taking a picture of your receipt. You snap and send and we take care of the rest.

Your Business – from £35 per Month

This is the accounting package for sole traders or those who are self-employed and do not need payroll or VAT returns. If your business is not VAT registered, this package will help you to organise your accounts, be fully informed regarding cash flow, view monthly reporting and income projections, and be well-prepared for end-of-year payments to HMRC. Using our dedicated app and digital accounting software, your designated business bank accounts link to our online accounting software via a bank feed and removes the need for sending bank statements to us, as bank transactions are received daily. The software allows you to have an accurate and up-to-date picture of your business transactions and gives you transparency in your accounts.

For a low monthly cost, this package also offers receipt capturing - connecting your receipts to most online accounting software and making you completely paper-free. Simply take a picture of your receipt and send it to our dedicated email address; you snap and send and we take care of the rest. Included in this package is advice on growing your business and maximising profit, accounts and software training and employment, and health and safety guidance.

Your Business Plus – from £90.00 per month

Your Business Plus is for businesses with a large number of monthly transactions, those who need payroll services or those who are VAT registered. In addition to the services included in our Your Business accounting, this package ensures that you have the information to keep your larger business fully compliant. Using our app and dedicated software, you can raise invoices from any location; view monthly management accounts; receive sales and purchase ledger reporting and benefit from an online ledger with 24/7 access. Your Business Plus also deals with VAT, annual accounts, Corporation Tax calculations and tax returns for up to two company directors. We take care of your accounting so you can focus on growing your business. This package also includes advice on forming a limited company and accounts and software training for staff.

Your Business Bespoke – a tailor made accounting solution

This package is for individuals and businesses which need a combination of services or accounting and finance advice which is not listed under one of our main accounting packages. Some clients who have accessed Your Business Bespoke have received services such as personal spend reviews, VAT threshold advice, accounts training, assistance with transferring from one accounting software to another and business data cleansing. Simply have a chat to discuss your needs and we will construct a package to suit you.

Your Business Bespoke – a Tailor-Made Accounting Solution

This package is for individuals and businesses that need a combination of services or accounting and finance advice not listed under one of our main accounting packages. Some clients who have accessed ‘Your Business Bespoke’ have received services such as personal spend reviews, VAT threshold advice, accounts training, and business data cleansing. Simply have a chat to discuss your needs and we will construct a package to suit you.

 Contact us to find out more about our bookkeeping and self-assessment services.

Additional services we offer include:

VAT

Over the VAT threshold? We can advise you on the best way to account for your VAT – including the completion of returns to HMRC.

General Bookkeeping

Want us to look after all the paperwork for you? We can keep you up to date and generally take away the stress.

Construction Industry Scheme (CIS)

Specific to the building trade - CIS enables you and your subcontractors to pay tax at the point of invoicing. CIS therefore helps businesses to avoid significant tax bills at the year-end and, in some cases, can even lead to a rebate. Should you employ subcontractors, and need to deduct pay over CIS, we can look after that for you.

LTD Company Accounts & Corporation Tax Calculations

Need the accounts that have to go to Companies House and HMRC? We can process the accounts for you and explain how it all links together. No more signing without understanding.

Spreadsheet Reviews

Everyone uses spreadsheets in today’s modern world, but have those spreadsheets evolved with your business? Sort Your Accounts can streamline and speed up your processes. We can suggest ways to present your data in an accessible and visible format - helping you to make the most of the information you have.

Personal Spend Reviews

Want to save money but don’t know where the savings can come from? Let us take a look at your spending and summarise it for you. We offer face-to-face consultations to discuss your income and expenditure and give you tips on how to change your spending habits. The information you receive may surprise you!

Accounts Coaching

Do your team have any questions or need any guidance and tips on the best and most efficient way to perform administrative or accounting tasks? Sort Your Accounts can come to you. We can help to resolve problems, answer your questions or teach your team new skills. We can offer bespoke training packages which are driven by the needs of your business.

Sort Your Accounts can offer a 50 % Discount on Quickbooks. We can also work with, and support, other online accounting packages.

Our Accounting Process

Our easy and streamlined process for Your Business and Your Business Plus Accounting Packages.

Step 1 – Link your bank account to our accounting software and receive our dedicated app.

Have a designated business bank account (for sole traders this can be a spare account that you use for your business) with online banking access.
Step 2 – Raise invoices when you need to - wherever you are.

Use our online accounting software to raise invoices for customers. Our software means that you can create and send invoices wherever you are – even from your smartphone.
Step 3 – Capture receipts – simply snap and send and we’ll do the rest.

Using our app, simply take a picture of your receipt and send it to our dedicated email address. You snap and send and we take care of the rest. Via a bank feed, your business or dedicated bank account links to our online accounting software. This removes the need for sending bank statements to us as your bank transactions are received daily. This feed allows you an accurate and up-to-date information giving you transparency in your accounts.
Step 4 – View your accounts online, anywhere and at any time.

Using our accounting software, you can view your accounts and accounting reports (Your Business Plus package) at any time. Should you need to discuss your accounts, we can view the information at the same time as you and make adjustments in real time. As we aim to make accounting easy, we offer telephone availability during the evenings and at weekends by arrangement and at no charge.
Step 5 – Relax

We keep you compliant and fully informed. You can focus on growing your business or simply take things easy – the choice is yours.