Bookkeeping, Self Assessment & Making Tax Digital for Income Tax Support for sole traders
Running your business is enough to think about. I help you keep the books in order, make sense of what’s needed for tax and spend less time catching up with financial admin.
A simpler routine. Clear explanations. More time for you.
How can I help? Your bookkeeping and tax return, joined up.I can take care of your bookkeeping, Making Tax Digital for Income Tax updates and annual Self Assessment, keeping the work connected throughout the year.Already have an accountant? We can discuss how my bookkeeping support could fit alongside their work, with clear responsibilities agreed from the start.
What can I hand over?
Alongside your bookkeeping and tax return, we can agree practical help with quotes, invoices, payment reminders and organising bills. Keep doing what works for you and hand over the parts you would like help with.
You stay in control of decisions and approve and release payments yourself.
What can the figures tell me?
Up-to-date records can help you see what you are earning, where your money is going and which customer payments are still outstanding.
If you would like more help understanding the figures, we can agree the support that would be useful to you.
What if I also have rental income?
We can discuss your property income alongside your business and agree the support you need and who handles your complete tax return.
How it works A simple routine, with support along the way.You don’t need to arrive organised or know how everything works. We’ll agree a straightforward way to share your records, and I’ll help you get comfortable with the routine. It becomes a small habit rather than a growing pile of paperwork.
1. Send it as you go
Photograph a receipt or forward a document using our agreed method.
2. I keep things moving
I handle the work we’ve agreed and ask if anything needs clarifying.
3. Know what comes next
Keeping things current helps us work towards your Making Tax Digital updates and annual tax return without leaving everything until year end.
You check and approve your return before submission.
About Alexis Hello, I’m Alexis.I’m based in Leeds, with qualifications in bookkeeping, Self Assessment and payroll management. I’m a member of the Institute of Certified Bookkeepers and hold an ICB Practice Licence. Balance First is my practice, and you’ll work directly with me.I hold professional indemnity insurance with QDOS and follow the ICB’s professional conduct requirements and HMRC’s Standard for Agents. As a registered tax agent, I can deal with HMRC on your behalf for the services you authorise me to handle.Connect with me on LinkedIn ↗How can I help? → · Back to home ↑
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