Free Tips and Advice
What you can find here:
Here we have provided some useful tips to help you to better understand the accounting basics, we also post regular updates from HMRC.
Check back and follow our social media pages to ensure you are kept up to date!

Verify your identity with Companies House
You need: Your mobile phone Your email address Your passport Access to your emails Step 1: Start Go to GOV.UK. Search:Verify your identity for Companies House Press Start now. Step 2: Create your GOV.UK One Login Press Create your GOV.UK One Login. Enter your email...
How to invite accountant to cloud storage
Step 1: Open Google Drive Go to drive.google.com and sign in with your Google account. Step 2: Create or Select Your Folder To make a new folder: Click the + New button in the top left corner, select New folder, name it, and click Create. Or simply find the existing...
Monthly Management Pack
Running a business is hard enough without digging through figures to guess how things are going. That's why I've created a clear an insightful "Monthly Management Pack" - designed to give you the key details you actually need. This example pack includes:...
24/7 Live Digital Assistance
We know that for many of our clients, the "working day" doesn't end at 5:00 PM. Whether you’re catching up after the kids are in bed or trying to navigate Xero or Hubdoc, we know that questions don't always happen during office hours. Expertise at Your Fingertips...
How to upload receipts to Hubdoc
Mastering your bookkeeping on the go is super easy! Taking these small steps prevents dealines, allowing seamless, paperless workflow. What you need to do: Open your Hubdoc App Go to --> "+" Take Photograph --> capture your receipt Select --> Upload That's...
Paper records in a digital age
HMRC’s move to digital reporting means paper-only records are no longer sufficient. Paper records: Get lost Fade Are not searchable Cannot be digitally audited Digital records: Are secure Are backed up Meet compliance requirements Integrate with accounting software...
“I’m Not Good With Tech”
HMRC now requires digital record-keeping. This is not optional. You must seek guidence with: YouTube tutorials Help centres Online courses In-app guides Accountants are here to: Prepare accounts Ensure compliance Submit returns Basic digital skills are now part of...
Records Businesses Must Keep
By law, business owners must keep accurate records in a digital format. You are responsible for retaining: Sales invoices Purchase invoices Receipts Bank statements Payroll records You must: Keep your own copies Store them securely Retain them for the required period...
Your Responsibility as a Business Owner
While accountants assist with preparation and submission, you are legally responsible for your tax affairs. This includes: Paying tax on time Reading HMRC letters Monitoring your HMRC gateway Contacting HMRC if you cannot pay Accountants won't: Monitor client’s HMRC...
You can’t claim VAT without a receipt
To reclaim VAT, HMRC requires a valid VAT invoice. No invoice = no VAT claim. A valid VAT receipt must include: Supplier name and address VAT number Invoice date Net amount VAT amount Total amount What is not acceptable: Bank statements Order confirmations Screenshots...
Contact Us
Churchtown Village
Southport,
Merseyside,
North West UK