Sole-Trader

If you are a sole-trader, you may find “doing the books” a chore. It can be time-consuming and draining after a hard day running your business and working for your customers. At the end of the year a tax return is filed and there is one less thing to worry about. However, it comes with a hefty bill from the accountant, and there is a niggling doubt that it seems like a lot of money for very little. They hear from their accountant once a year and see him as a necessary cost rather than a business partner. Certax Accounting Sunderland aim to lessen this problem.

For many sole-traders, this basic service is all they need; they are happy with the way their business runs and feel in control of the financial aspects. Others would like their accountant to be much more of a business partner, and so Certax Sunderland has developed a range of services to suit all requirements.

A bespoke package can be put together to include any combination of the services below;

	Bronze	Silver	Gold
Self assessment tax return	√	√	√
Annual accounts	√	√	√
Unlimited access to qualified staff for all queries and questions *	√	√	√
Regular newsletters and updates	√	√	√
Ongoing review to ensure you are not paying too much tax	√
Book-keeping plus – a regular review of your books and production of basic management accounts/KPI’s		√	√
Quarterly meetings – review of your accounts and any financial issues you wish to discuss		√	√
Annual tax review – to minimise tax and review the best structure for your business		√
Part-time management accountant or finance director			√
Full management accounts and KPI’s			√
Forecasting, business plan and input into strategic planning			√
Annual tax planning and business structure review			√
Regular consultancy meetings (at least monthly) to discuss and advise on your accounts, forecasting, strategic planning and financial aspects of your business as required			√

Optional extras
Book-keeping	√	√	√
VAT	√	√	√
Payroll	√	√	√
Sales invoices and credit control services	√	√	√
Purchase invoices	√	√	√
Pensions auto-enrolment	√	√	√
Book-keeping plus	√
Tax review	√
Tax planning and business structure review	√	√
Full management accounts and KPI’s	√	√
Forecasting & Business Plans	√	√

Get in touch to arrange your Accountancy Review >

‘ The vast majority of questions and queries will be answered free of charge.*Very occasionally, complex or specialist queries that require substantial amounts of additional work will be subject to an additional charge. However you will be advised of this and the cost of this before we proceed with the work.